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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

Nexivo is an innovative, cloud-based contact center solution developed by Corecognitics, designed to facilitate customer interactions through various channels such as chat, voice, SMS, WhatsApp, and web platforms. Equipped with multilingual AI agents, it efficiently handles inquiries, bookings, and call routing in over 100 languages, while also ensuring smooth integration with services like WhatsApp and Microsoft Teams to minimize wait times and enhance first-contact resolution rates. Among its features are live transfers, cloud-based dashboards, automatic transcripts, and comprehensive analytics, all aimed at improving agent efficiency and providing a tailored, scalable customer experience for both remote and in-office teams. Additionally, Nexivo's user-friendly interface allows for easy navigation, ensuring that agents can focus on delivering exceptional service without unnecessary distractions.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

3CX Yes 
Amazon Seller Central Yes 
Autotask PSA Yes 
ConnectWise Automate Yes 
Device42 Yes 
Facebook Yes 
Forethought Yes 
Freshdesk Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Intune Yes 
Microsoft System Center Operations Manager (SCOM) Yes 
Okta Yes 
QuickBooks Online Yes 
Salesforce Yes 
Sherweb Yes 
Shopify Yes 
Twilio Yes 
Zapier Yes 
Zoom Yes 
reCAPTCHA Yes 

Integrations

3CX No 
Amazon Seller Central No 
Autotask PSA No 
ConnectWise Automate No 
Device42 No 
Facebook No 
Forethought No 
Freshdesk No 
Microsoft Dynamics 365 Business Central No 
Microsoft Intune No 
Microsoft System Center Operations Manager (SCOM) No 
Okta No 
QuickBooks Online No 
Salesforce No 
Sherweb No 
Shopify No 
Twilio No 
Zapier No 
Zoom No 
reCAPTCHA 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

$10/month
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) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Vendor Details

Company Name

Core Cognitics

Country

United Kingdom

Website

nexivo.corecognitics.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

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

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