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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
Make sure your users receive the information they seek, no matter the time or location. Integrate LibChat and "Ask Us" features into any website, oversee all social media interactions, and harness your institutional knowledge through a robust ticketing system and FAQ creator. LibAnswers offers a complete solution, complete with in-depth analytics! It's as simple as responding to a ticket or inquiry within LibAnswers, utilizing straightforward point-and-click functions. Utilize Filters across various social media platforms to keep abreast of all ongoing discussions. Mark posts for follow-up actions or removal. LibAnswers equips you with all the tools necessary for effective oversight of social media channels. Employed by countless libraries globally—whether operating independently or within a consortial sharing framework—LibChat stands out as the premier chat reference solution. With extensive chat capabilities, numerous embedding options, and seamless integration of reference and helpdesk processes, LibChat is a clear and wise choice for any organization. Overall, it enhances user engagement and improves support efficiency tremendously.
API Access
Has API
API Access
Has API
Integrations
Amazon Seller Central
AnyDesk
Azure AI Translator
Cisco CX Cloud
Facebook Ads
GfK Etilize
HaloITSM
HubSpot CRM
Instagram Ads
Jira
Integrations
Amazon Seller Central
AnyDesk
Azure AI Translator
Cisco CX Cloud
Facebook Ads
GfK Etilize
HaloITSM
HubSpot CRM
Instagram Ads
Jira
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
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
Springshare
Website
www.springshare.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
Library Management
Acquisition Management
Barcode Scanning
Barcoding / RFID
Catalog Management
Church Libraries
Circulation Management
Fee Collection
Inventory Management
Law Libraries
OPAC
Patron Management
Periodicals Management
Private Libraries
Public Libraries
Reserve Shelf Management
School Libraries
Search
Self Check-in / Check-Out
Serials Management
