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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

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 

Screenshots View All

Screenshots View All

Integrations

3CX Yes 
AnyDesk Yes 
Autotask PSA Yes 
ConnectWise Automate Yes 
Facebook Ads Yes 
Forethought Yes 
Freshdesk Yes 
HaloITSM Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Mattermost Yes 
PagerDuty Yes 
Prometheus Yes 
QuickBooks Online Yes 
RingCentral RingCX Yes 
TeamViewer Yes 
Trustpilot Yes 
WhatsApp Yes 
X (Twitter) Yes 
Zoom Yes 

Integrations

3CX No 
AnyDesk No 
Autotask PSA No 
ConnectWise Automate No 
Facebook Ads No 
Forethought No 
Freshdesk No 
HaloITSM No 
HubSpot CRM No 
HubSpot Customer Platform No 
Mattermost No 
PagerDuty No 
Prometheus No 
QuickBooks Online No 
RingCentral RingCX No 
TeamViewer No 
Trustpilot No 
WhatsApp No 
X (Twitter) No 
Zoom 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

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 

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