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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
Streamline Your Customer Support Team with HelpSpace. This platform offers a unified inbox, various inbound channels, and customizable self-service sites, making it a favorite among users. Unified Inbox for Your Channels. All communications from different channels converge in one inbox, ensuring you are always informed about incoming tickets. Swift and Effective Responses. You can easily change ticket statuses, assign agents, or respond promptly to inquiries. Customizable Self-Service Sites. With HelpSpace, you can design multiple self-service sites tailored to your needs, whether it’s a blog, help center, or documentation. Effortless Self-Service Articles. Adding links to your self-service articles takes just a click, allowing you to save valuable time. Unlimited Customer Capacity. There's no limit to the number of tickets and customers you can manage. Multiple Communication Channels. The Pro plan allows your inbox to capture messages from up to five different channels. User-Friendly Interface. The platform boasts a clean, straightforward design that is incredibly easy to navigate. Quick Setup. Our onboarding process is designed to be simple and efficient, enabling you to get started in no time. Additionally, HelpSpace ensures that your customer support operations run smoothly, enhancing overall productivity.
API Access
Has API
API Access
Has API
Integrations
3CX
Autotask PSA
ChatGPT
Cisco CX Cloud
Facebook Ads
Forethought
HubSpot CRM
HubSpot Customer Platform
Instagram
Jira
Integrations
3CX
Autotask PSA
ChatGPT
Cisco CX Cloud
Facebook Ads
Forethought
HubSpot CRM
HubSpot Customer Platform
Instagram
Jira
Pricing Details
£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Price per user decreases as you grow
Free Trial
Free Version
Pricing Details
$5 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
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
HelpSpace
Founded
2018
Country
Germany
Website
helpspace.io
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
Help Desk
Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management
