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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Ivinex UUE serves as the crucial connector between our Contact Center and CRM platforms. The implementation of the Ivinex UUE state machine has significantly transformed our business's level of success. By automating routine tasks and various business processes, we have seen a remarkable increase in our key performance indicators. Our agents no longer need to manually initiate emails, texts, or callbacks, allowing us to concentrate more on strategically engaging with our customers. With access to Script Pop technology, agents receive clear and immediate messaging, enhancing their efficiency. Furthermore, real-time access to customer data during calls leads to more productive interactions. This empowers us to provide customers with the most engaging responses and information available. By accumulating insights on customer issues over time, we can resolve their service needs with greater accuracy and efficiency. Our system is now more intelligent than ever, simplifying processes and making them easier to navigate. Our commitment is to equip you and your agents with the most effective tools possible, ensuring a seamless experience for all involved. Ultimately, this innovation enhances both agent satisfaction and customer loyalty.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Seller Central
AnyDesk
Autotask PSA
ChatGPT
Cisco CX Cloud
ConnectWise Automate
Facebook Ads
Google
HaloITSM
HubSpot Customer Platform
Instagram Ads
Microsoft Dynamics 365 Business Central
QuickBooks Online
ServiceNow
TeamViewer
Trustpilot
WhatsApp
Zapier
Zoom
bvoip

Integrations

Amazon Seller Central
AnyDesk
Autotask PSA
ChatGPT
Cisco CX Cloud
ConnectWise Automate
Facebook Ads
Google
HaloITSM
HubSpot Customer Platform
Instagram Ads
Microsoft Dynamics 365 Business Central
QuickBooks Online
ServiceNow
TeamViewer
Trustpilot
WhatsApp
Zapier
Zoom
bvoip

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial
Free Version

Pricing Details

No price information available.
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

Ivinex

Founded

2006

Country

United States

Website

ivinex.com

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

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

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