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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 team's effectiveness and elevate customer satisfaction with three seamlessly integrated solutions. Streamline all incoming communications, allowing for the assignment of specific conversations to designated agents or teams. Organize discussions for simplified automation and reporting purposes. Enjoy a comprehensive omni-channel experience that includes Voice, Chat, Email, SMS, and Social media interactions. Our platform connects with over 40 partner applications, ensuring smooth integration. Experience precise forecasting and scheduling capabilities, alongside real-time management features. It's powerful, user-friendly, and budget-friendly, making it perfectly suited for call centers. Puzzel equips you with all the necessary tools to provide outstanding customer experiences and foster business growth. Engage with customers on their preferred channels, create sophisticated AI-driven self-service options, and enhance your team's productivity to boost efficiency and sales, all within our intuitive cloud-based platform. By staying informed about the latest trends in customer experience and technology, we help you remain competitive in a rapidly evolving market. With Puzzel, you can focus on what matters most: building strong relationships with your customers.
API Access
Has API
API Access
Has API
Integrations
Amazon Seller Central
AnyDesk
Cisco CX Cloud
Instagram Ads
IntraManager
Jira
Meta Ads
Microsoft 365
Microsoft Teams
OpenAI
Integrations
Amazon Seller Central
AnyDesk
Cisco CX Cloud
Instagram Ads
IntraManager
Jira
Meta Ads
Microsoft 365
Microsoft Teams
OpenAI
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
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
Puzzel
Country
Norway
Website
www.puzzel.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
Call Center
Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
IVR / Voice Recognition
Inbound Call Center
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics
Chatbot
Call to Action
Context and Coherence
Human Takeover
Inline Media / Videos
Machine Learning
Natural Language Processing
Payment Integration
Prediction
Ready-made Templates
Reporting / Analytics
Sentiment Analysis
Social Media Integration
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
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
Ticketing
Barcode / Ticket Scanning
Box Office Management
Concessions Management
Customer Database
Event Management
Fundraising Management
General Admission
Kiosk Ticketing
Mobile Ticketing
Online Ticketing
Onsite Ticketing
POS
Print-at-Home
Reserved Seating
Season Tickets
Ticket Brokering
VIP & Discount Tickets
Workforce Management
Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce
