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Average Ratings 0 Ratings

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ease
features
design
support

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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

To ensure you remain compliant and avoid pitfalls, implement customizable voice analysis triggers that create robust safeguards. With more than 53% of consumers in the UK displaying some form of vulnerability, we have streamlined the process of identifying these individuals and connecting them with the right personnel in your organization. Notably, in the latter half of 2021, a staggering 91% of customers experienced a decline in customer experience from contact centers. By concentrating on factors that enhance performance quickly, you can better equip agents with the necessary responses to foster more favorable customer interactions. Establish personalized guidelines that provide immediate notifications to the relevant team members during critical instances, utilizing any data available on the platform, including your own inputs. Additionally, maintain a comprehensive overview of conversation effectiveness through key performance metrics that are significant to your operations, thereby offering valuable insights into agent performance after each engagement. This allows for continuous improvement and better customer relations over time.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

3CX
AnyDesk
ChatGPT
GfK Etilize
Google
HubSpot CRM
Jira
Mattermost
Microsoft Dynamics 365 Business Central
Microsoft System Center Operations Manager (SCOM)
Prometheus
QuickBooks Online
Salesforce
ServiceNow
Splunk Cloud Platform
Trustpilot
WhatsApp
WordPress
bvoip
reCAPTCHA

Integrations

3CX
AnyDesk
ChatGPT
GfK Etilize
Google
HubSpot CRM
Jira
Mattermost
Microsoft Dynamics 365 Business Central
Microsoft System Center Operations Manager (SCOM)
Prometheus
QuickBooks Online
Salesforce
ServiceNow
Splunk Cloud Platform
Trustpilot
WhatsApp
WordPress
bvoip
reCAPTCHA

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

$7,171.51 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

MOJO-CX

Founded

2018

Country

United Kingdom

Website

www.tmac.ai/modules/speech-and-conversation-analytics

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

Speech Analytics

Automatic Transcription
Call Center Management
Call Recording
Customer Experience Management
Data Security
Natural Language Processing
Predictive Analytics
Self-Service Search
Sentiment Analysis
Surveys & Feedback

Workforce Optimization (WFO)

Interaction Analytics
Liability Recording
Performance Management
Quality Management
Real-time Guidance
Reporting
Speech Analytics
Surveying
Workforce Management
eLearning

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