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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Resolution Queue is a specialized and adaptable software solution designed to enhance workflow for managing healthcare accounts receivable (A/R) remediation. Included within Resolution Queue is a quality assurance feature known as Instilling Quality, which provides an objective assessment of user activities related to follow-ups, ensuring that accounts are addressed effectively. These features can function together or be obtained individually, depending on your specific requirements. Our partnership with healthcare providers over the years has provided invaluable insights that shaped the development of Resolution Queue, enabling the automation of distributing and tracking A/R assignments to staff members, ultimately improving cash collections and resolving accounts more efficiently. With Resolution Queue, you hold the power to prioritize accounts according to your strategy. The work queues can be established in advance or generated on-the-fly, utilizing various data points such as payer information, groups, outstanding balances, and account age among others. By leveraging these customizable options, users can better manage their A/R processes and optimize their financial outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Autotask PSA
ChatGPT
Cisco CX Cloud
Facebook Ads
Google
Instagram Ads
Jira
Lansweeper
Meta Ads
QuickBooks Online
RingCentral RingCX
Sherweb
Slack
TeamViewer
Trustpilot
WordPress
X (Twitter)
Zoom
bvoip
reCAPTCHA

Integrations

Autotask PSA
ChatGPT
Cisco CX Cloud
Facebook Ads
Google
Instagram Ads
Jira
Lansweeper
Meta Ads
QuickBooks Online
RingCentral RingCX
Sherweb
Slack
TeamViewer
Trustpilot
WordPress
X (Twitter)
Zoom
bvoip
reCAPTCHA

Pricing Details

£40 per user per month
All inclusive - no tiered options.
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

PwC

Founded

1998

Country

United Kingdom

Website

www.pwc.com/us/en/products/resolution-queue.html

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

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