Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

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 

Screenshots View All

Screenshots View All

Integrations

Amazon Seller Central Yes 
AnyDesk Yes 
Autotask PSA Yes 
Azure AI Translator Yes 
Device42 Yes 
Facebook Ads Yes 
Facebook Messenger Yes 
GfK Etilize Yes 
Google Yes 
HubSpot CRM Yes 
Instagram Ads Yes 
Meta Ads Yes 
Microsoft 365 Yes 
PagerDuty Yes 
Prometheus Yes 
Shopify Yes 
Slack Yes 
Twilio Yes 
Zapier Yes 
bvoip Yes 

Integrations

Amazon Seller Central No 
AnyDesk No 
Autotask PSA No 
Azure AI Translator No 
Device42 No 
Facebook Ads No 
Facebook Messenger No 
GfK Etilize No 
Google No 
HubSpot CRM No 
Instagram Ads No 
Meta Ads No 
Microsoft 365 No 
PagerDuty No 
Prometheus No 
Shopify No 
Slack No 
Twilio No 
Zapier No 
bvoip 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 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 

Alternatives

Enghouse eKMS Reviews

Enghouse eKMS

Enghouse Interactive

Alternatives

AnswerWise Reviews

AnswerWise

Oxynus Technologies
Neuron7 Reviews

Neuron7

Neuron7.ai
AnswerDash Reviews

AnswerDash

CloudEngage