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Average Ratings 15 Ratings

Total
ease
features
design
support

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

ProProfs Knowledge Base serves as a powerful knowledge management tool designed to create easily searchable online FAQs, enhancing customer service and minimizing ticket volumes. This platform centralizes access to a wide array of files, documents, and instructional articles, allowing users to reach them from various devices and platforms. Organizations can seamlessly disseminate crucial information to train their sales, customer service, and support personnel effectively. Furthermore, it acts as a valuable resource for onboarding new employees, familiarizing them with company protocols and procedures. By significantly boosting productivity, ProProfs Knowledge Base enables both employees and customers to swiftly locate the information they seek, regardless of time or location. Additionally, this software alleviates the repetitive task of answering frequently asked questions, streamlining communication and efficiency within the organization. Ultimately, it enhances overall operational effectiveness by ensuring that knowledge is readily available when needed.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Freshdesk
Jira
AnyDesk
Autotask PSA
Cisco CX Cloud
Facebook
Facebook Ads
Facebook Messenger
Forethought
Google
Google Analytics
HubSpot CRM
Lansweeper
Microsoft Intune
OpenAI
ServiceNow
SnapEngage
TeamViewer
WordPress
Zoom

Integrations

Freshdesk
Jira
AnyDesk
Autotask PSA
Cisco CX Cloud
Facebook
Facebook Ads
Facebook Messenger
Forethought
Google
Google Analytics
HubSpot CRM
Lansweeper
Microsoft Intune
OpenAI
ServiceNow
SnapEngage
TeamViewer
WordPress
Zoom

Pricing Details

£59 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial
Free Version

Pricing Details

$6 per user 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

ProProfs

Founded

2006

Country

United States

Website

www.proprofs.com

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

Help Authoring Tools

Collaboration Tools
Content Library
Drag & Drop Editing
Image Library
Import HTML / Word
Multi-Format Output
Offline Editing
Preview Output
Screenshot Tool
Search
Templates
Text Editor / Word Processor
Translation Tools
Version Control

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Software Documentation

Access Roles / User Permissions
Automatic Documentation Generation
Collaboration Tools
Docs Web Hosting
Feedback Capture
Markdown Support
Multiple Formats Support
Multiple Versions Support
Version Control
WYSIWIG Editor
Webhooks
reStructured Text Support

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