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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
Utilize Infor® Case Management for submitting, tracking, and addressing HR-related questions through a streamlined, self-service software solution for HR service delivery. Integrated into the Infor Global HR system, it enables employees, managers, and HR personnel to create and oversee cases, effectively handling most common inquiries directly within the platform. Benefit from a multi-tiered strategy for HR service delivery and utilize advanced HR case management tools. Access tailored, searchable, and browsable HR information to enhance the experience. Provide customized assistance to each employee while gathering insightful feedback post-case resolution to refine your procedures. Furthermore, ensure that cases are directed to the right resources for optimal resolution and support.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Cisco CX Cloud
Yes
Facebook Messenger
Yes
Forethought
Yes
HaloITSM
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Meta Ads
Yes
Microsoft 365
Yes
Microsoft Intune
Yes
Okta
Yes
Integrations
Cisco CX Cloud
No
Facebook Messenger
No
Forethought
No
HaloITSM
No
HubSpot CRM
No
HubSpot Customer Platform
No
Meta Ads
No
Microsoft 365
No
Microsoft Intune
No
Okta
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
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)
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
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
Infor
Founded
2002
Country
United States
Website
www.infor.com/solutions/people/hcm/case-management
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
Human Resources
360 Degree Feedback
No
Applicant Tracking
No
Attendance Management
No
Benefits Management
No
Career Development Planning
No
Compensation Management
No
Compliance Management
No
Employee Database
No
Employee Lifecycle Management
No
Onboarding
No
Payroll Management
No
Performance Management
No
Recruiting Management
No
Self Service Portal
No
Succession Planning
No
Time & Attendance Management
No
Time Off Management
No
Timesheets
No
Training Management
No
