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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.

Description

Effortlessly create dynamic tickets to monitor all customer interactions, complete with timestamps for better organization. Recognizing the distinctiveness of each business, our system allows for personalized service level agreements (SLAs), and the integrated reminder feature helps you maintain punctuality. Our intelligent framework prevents multiple internal team members from addressing the same ticket, which ultimately enhances efficiency. Ensure that your team receives timely notifications regarding SLAs for raised tickets to prevent any delays in resolution. Additionally, keep clients informed about any changes in ticket status to eliminate unnecessary follow-up emails. Elevate your brand’s presence with HelpOnTips by personalizing it with your logo, URL, agents, canned messages, and email templates. You can track ticket progress, assess agent performance, monitor SLA compliance, and analyze request-response times, filtering summary statistics for a comprehensive overview. With Jsimple’s HelpOnTips, you can automate the management of customer inquiries, leading to quicker resolutions and an improved overall customer experience. By streamlining these processes, you not only optimize efficiency but also enhance customer satisfaction significantly.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Active Directory Yes 
AnyDesk Yes 
Autotask PSA Yes 
ChatGPT Yes 
Cisco CX Cloud Yes 
Freshdesk Yes 
HubSpot CRM Yes 
Jira Yes 
Mattermost Yes 
Microsoft Teams Yes 
Okta Yes 
PagerDuty Yes 
Prometheus Yes 
QuickBooks Online Yes 
RingCentral RingCX Yes 
Sherweb Yes 
Shopify Yes 
Slack Yes 
WordPress Yes 
Zoom Yes 

Integrations

Active Directory No 
AnyDesk No 
Autotask PSA No 
ChatGPT No 
Cisco CX Cloud No 
Freshdesk No 
HubSpot CRM No 
Jira No 
Mattermost No 
Microsoft Teams No 
Okta No 
PagerDuty No 
Prometheus No 
QuickBooks Online No 
RingCentral RingCX No 
Sherweb No 
Shopify No 
Slack No 
WordPress No 
Zoom No 

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Vendor Details

Company Name

Jsimple

Country

United States

Website

www.jsimple.com/product/HelpOnTips.html

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management Yes 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics Yes 
Queue Management Yes 
Self Service Portal Yes 
Social Media Integration Yes 
Surveys & Feedback Yes 
Virtual Assistant Yes 
Workflow Management Yes 

Product Features

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

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