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Average Ratings 4 Ratings

Total
ease
features
design
support

Description

HaloCRM, an omnichannel customer service solution, is designed for teams that want to improve their efficiency when dealing with customer inquiries. HaloCRM provides a platform that allows teams who interact with customers to manage conversations in any channel. The platform will ingest conversations from Twitter and Facebook, Facebook Messenger and other channels such as SMS, email, chat, phone, and more. This eliminates the possibility of missing inquiries and improves customer satisfaction by opening up more channels of communication. HaloCRM allows you to provide support anywhere. You can keep customers happy by using email, text, voice, chat and more. Big customer service team? Many complex processes? HaloCRM is able to handle all of your complex processes with its powerful workflows that are ready-to-use and drag-and drop configuration. HaloCRM makes it easier to prioritize customers and respond with one unified help desk, complete with built-in customer context to facilitate better conversation tracking.

Description

All-in-one software transforms the way MSPs provide managed IT services to their customers. HaloPSA empowers you to manage your entire service desk with ITIL-aligned, out-of-the box functionality.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

3CX
AnyDesk
ConnectWise Automate
Facebook
Jira
Lansweeper
Microsoft 365
PagerDuty
QuickBooks Online
Salesforce
Slack
TeamViewer
X (Twitter)
ChatGPT
Device42
KIT.DOMAINS
Kaseya BMS
Microsoft Exchange
ScalePad Quoter

Integrations

3CX
AnyDesk
ConnectWise Automate
Facebook
Jira
Lansweeper
Microsoft 365
PagerDuty
QuickBooks Online
Salesforce
Slack
TeamViewer
X (Twitter)
ChatGPT
Device42
KIT.DOMAINS
Kaseya BMS
Microsoft Exchange
ScalePad Quoter

Pricing Details

£59 per user per month
Free Trial
Free Version

Pricing Details

$35 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

HaloCRM

Country

United Kingdom

Website

halocrm.io

Vendor Details

Company Name

Halo Service Solutions

Founded

1994

Country

United Kingdom

Website

halopsa.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Product Features

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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