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Average Ratings 0 Ratings

Total
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

Oracle Service enables organizations to forecast service demands, streamline processes, and provide customized responses, while effectively integrating both self-service and assisted support models. It features robust and intelligent solutions tailored for B2B, B2C, and field service, ensuring customers can access the assistance they need, whenever and wherever it is required. This system aids users in discovering answers on websites or through digital assistants, empowering agents to foresee and address inquiries with informed responses and relevant information. By utilizing Oracle Service, businesses can offer personalized, proactive, and timely customer support, maintaining a comprehensive and cohesive overview of all customer interactions. Striking a balance between self-service and assisted service fosters significant relationships through the communication channels that customers favor. Moreover, the platform's array of digital tools facilitates an always-on, tailored, and seamless customer service experience, enabling service agents to concentrate on more complex or escalated issues that require their expertise. This holistic approach ultimately enhances overall customer satisfaction and loyalty.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Autotask PSA Yes 
ChatGPT Yes 
Cisco CX Cloud Yes 
Forethought Yes 
Freshdesk Yes 
Google Yes 
Instagram Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Teams Yes 
Okta Yes 
OpenAI Yes 
Oracle Cobrowse No 
Oracle Knowledge Management No 
Prometheus Yes 
QuickBooks Online Yes 
Quiq No 
RingCentral RingCX Yes 
Tymely No 
WordPress Yes 
bvoip Yes 

Integrations

Autotask PSA No 
ChatGPT No 
Cisco CX Cloud No 
Forethought No 
Freshdesk No 
Google No 
Instagram No 
Microsoft Dynamics 365 Business Central No 
Microsoft Teams No 
Okta No 
OpenAI No 
Oracle Cobrowse Yes 
Oracle Knowledge Management Yes 
Prometheus No 
QuickBooks Online No 
Quiq Yes 
RingCentral RingCX No 
Tymely Yes 
WordPress 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) No 
In Person No 

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Vendor Details

Company Name

Oracle

Founded

1977

Country

United States

Website

www.oracle.com/cx/service/

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 Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

Live Chat

Canned Responses No 
Customizable Branding No 
Geo Targeting No 
Offline Form No 
Proactive Chat No 
Screen Sharing No 
Third Party Integration No 
Transfers / Routing No 
Website Visitor Tracking No 

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