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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Active Directory
Amazon Seller Central
ChatGPT
ConnectWise Automate
Facebook
Facebook Ads
Facebook Messenger
GfK Etilize
Meta Ads
Microsoft 365
Microsoft Teams
Prometheus
Salesforce
ServiceNow
Slack
TeamViewer
Trustpilot
Twilio
Zapier
Zoom

Integrations

Active Directory
Amazon Seller Central
ChatGPT
ConnectWise Automate
Facebook
Facebook Ads
Facebook Messenger
GfK Etilize
Meta Ads
Microsoft 365
Microsoft Teams
Prometheus
Salesforce
ServiceNow
Slack
TeamViewer
Trustpilot
Twilio
Zapier
Zoom

Pricing Details

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

Pricing Details

No price information available.
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

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
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

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

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