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
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
Yes
API Access
Has API
No
Integrations
3CX
Yes
Active Directory
Yes
Autotask PSA
Yes
Cisco CX Cloud
Yes
Facebook
Yes
Facebook Ads
Yes
Facebook Messenger
Yes
Google
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Integrations
3CX
No
Active Directory
No
Autotask PSA
No
Cisco CX Cloud
No
Facebook
No
Facebook Ads
No
Facebook Messenger
No
Google
No
HubSpot CRM
No
HubSpot Customer Platform
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
No
Live Training (Online)
Yes
In Person
No
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
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
Library Management
Acquisition Management
No
Barcode Scanning
No
Barcoding / RFID
No
Catalog Management
No
Church Libraries
Yes
Circulation Management
No
Fee Collection
No
Inventory Management
Yes
Law Libraries
Yes
OPAC
No
Patron Management
No
Periodicals Management
No
Private Libraries
Yes
Public Libraries
Yes
Reserve Shelf Management
No
School Libraries
Yes
Search
Yes
Self Check-in / Check-Out
No
Serials Management
No