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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
Enhance your response times and elevate customer satisfaction by utilizing Pulsedesk’s AI-driven automation solutions. The capabilities of ChatGPT allow you to swiftly tailor your responses to fit various scenarios while preserving your brand's distinctive voice. Our comprehensive platform supports multiple channels, including Gmail, client portals, WhatsApp, and live chat, making it an all-encompassing tool for handling customer inquiries efficiently, optimizing your support workflow, and minimizing operational expenses. This functionality guarantees that you won't incur costs for features you don't need. By utilizing our helpdesk, you can maintain low support costs without compromising on outstanding customer service. Delegate customer inquiries to support agents effortlessly, ensuring each ticket has clear responsibility and accountability. Additionally, with our platform's holistic overview, you can track who is addressing which issue and the progress of every query in real time, empowering you to make strategic decisions and effectively prioritize your tasks. Ultimately, this integrated approach not only enhances team productivity but also fosters a more responsive and customer-centric service environment.
API Access
Has API
API Access
Has API
Integrations
Active Directory
Facebook
Instagram
Jira
WhatsApp
Zapier
Amazon Seller Central
Facebook Messenger
Freshdesk
HaloITSM
Integrations
Active Directory
Facebook
Instagram
Jira
WhatsApp
Zapier
Amazon Seller Central
Facebook Messenger
Freshdesk
HaloITSM
Pricing Details
£59 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
$8 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
Pulsedesk
Country
United Kingdom
Website
pulsedesk.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 Desk
Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management
