Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Accelerate ticket resolutions in real-time by approving, assigning, and addressing them using cutting-edge AI technology. Experience a range of innovative features, including integrated field support, ticket creation through WhatsApp, chatbots, and self-service portals. Harness prebuilt helpdesk workflows driven by ML/NLP algorithms, eliminating the need for agents and customers to sort through allocations based on product catalogs or issue classifications. Effortlessly enhance critical KPIs such as CSAT, FCR, and CES while gaining insights by transforming customer analytics into actionable helpdesk strategies. Utilize a unified source of truth that empowers agents to deliver personalized interactions, ensuring customers feel appreciated and understood. Seamlessly integrate with external applications to elevate customer support, all while minimizing time, effort, and operational costs. Quickly connect with platforms like Salesforce, Microsoft Teams, WhatsApp, Slack, LiveChat, and Mailchimp. Infraon Helpdesk streamlines processes with its user-friendly interface, significantly boosting agent productivity for more proactive customer assistance. Ultimately, this comprehensive approach not only improves customer satisfaction but also optimizes overall service efficiency.
API Access
Has API
API Access
Has API
Integrations
Microsoft Teams
Salesforce
Slack
WhatsApp
Autotask PSA
ChatGPT
ConnectWise Automate
Facebook Ads
Freshdesk
Google
Integrations
Microsoft Teams
Salesforce
Slack
WhatsApp
Autotask PSA
ChatGPT
ConnectWise Automate
Facebook Ads
Freshdesk
Google
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
$19 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
Infraon
Founded
2021
Country
United States
Website
infraon.io/infraon-helpdesk.html
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