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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
OxyCRM is a customer relationship management solution built to help small, medium, and large businesses improve sales processes, customer service, marketing operations, and customer engagement. The platform centralizes customer data, communications, incidents, leads, campaigns, workflows, and reporting so employees can collaborate more effectively and access important information in real time. Its intelligent dashboards, graphical reports, and analytics tools provide visibility into CRM performance, marketing effectiveness, lead generation, conversions, and service activities. OxyCRM supports multi-channel customer interaction management across email, SMS, inbound and outbound call centers, websites, walk-ins, postal communications, social media, and external agencies. The system can automatically read emails, process SMS messages, manage uploaded incidents, trigger workflows, and send notifications or escalations through email and SMS. Users can configure workflows, categorize queries, attach documents to incidents, reassign cases, set reminders, and track open or closed customer issues from a single screen. The platform also includes modules for enterprise lead management, customer profiles, channel partners, targets, incentives, campaigns, KYC, IVR integration, commissions, and knowledge base management. As a web-based CRM, OxyCRM can be deployed quickly and accessed through a subscription model. By combining automation, analytics, communication tools, and customer data management, OxyCRM helps organizations improve productivity, reduce errors, and build stronger customer relationships.
API Access
Has API
API Access
Has API
Integrations
Autotask PSA
Azure AI Translator
ChatGPT
Cisco CX Cloud
ConnectWise Automate
Facebook
Google
Instagram
Instagram Ads
Lansweeper
Integrations
Autotask PSA
Azure AI Translator
ChatGPT
Cisco CX Cloud
ConnectWise Automate
Facebook
Google
Instagram
Instagram Ads
Lansweeper
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
Free Version
Pricing Details
No price information available.
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
SunSmart Global
Founded
2004
Country
India
Website
sunsmartglobal.com/oxycrm/
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
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
