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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
Integrations
Amazon Seller Central
Yes
AnyDesk
Yes
Autotask PSA
Yes
Device42
Yes
Forethought
Yes
Freshdesk
Yes
GfK Etilize
Yes
Google
Yes
HubSpot Customer Platform
Yes
Instagram
Yes
Integrations
Amazon Seller Central
No
AnyDesk
No
Autotask PSA
No
Device42
No
Forethought
No
Freshdesk
No
GfK Etilize
No
Google
No
HubSpot Customer Platform
No
Instagram
No
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
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
