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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

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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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Active Directory Yes 
Autotask PSA Yes 
ChatGPT Yes 
Facebook Ads Yes 
GfK Etilize Yes 
HaloITSM Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Instagram Yes 
Mattermost Yes 
Microsoft System Center Operations Manager (SCOM) Yes 
Okta Yes 
OpenAI Yes 
ServiceNow Yes 
Sherweb Yes 
Shopify Yes 
Slack Yes 
Trustpilot Yes 
WordPress Yes 
bvoip Yes 

Integrations

Active Directory No 
Autotask PSA No 
ChatGPT No 
Facebook Ads No 
GfK Etilize No 
HaloITSM No 
HubSpot CRM No 
HubSpot Customer Platform No 
Instagram No 
Mattermost No 
Microsoft System Center Operations Manager (SCOM) No 
Okta No 
OpenAI No 
ServiceNow No 
Sherweb No 
Shopify No 
Slack No 
Trustpilot No 
WordPress No 
bvoip 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

$5 per user, per month
Free Trial Yes 
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) No 
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) No 
In Person No 

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 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

Help Desk

Alerts / Escalation No 
Automated Routing No 
Community Forums No 
Customizable Branding Yes 
Document Storage No 
Email Integration Yes 
IT Asset Management No 
Incident Management No 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management No 
Live Chat No 
Multi-Channel Communication Yes 
Multiple Brands / Products No 
Network Monitoring No 
Real-time Chat No 
Self Service Portal Yes 
Service Level Agreement (SLA) Management No 
Ticket Management Yes 

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5.0 out of 5 stars