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Average Ratings 0 Ratings

Total
ease
features
design
support

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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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Active Directory Yes 
Azure AI Translator Yes 
ConnectWise Automate Yes 
Facebook Messenger Yes 
Forethought Yes 
GfK Etilize Yes 
Google Yes 
HubSpot Customer Platform Yes 
Instagram Ads Yes 
Jira Yes 
Lansweeper Yes 
Mattermost Yes 
Meta Ads Yes 
Microsoft 365 Yes 
RingCentral RingCX Yes 
ServiceNow Yes 
Sherweb Yes 
Slack Yes 
Twilio Yes 
WhatsApp Yes 

Integrations

Active Directory No 
Azure AI Translator No 
ConnectWise Automate No 
Facebook Messenger No 
Forethought No 
GfK Etilize No 
Google No 
HubSpot Customer Platform No 
Instagram Ads No 
Jira No 
Lansweeper No 
Mattermost No 
Meta Ads No 
Microsoft 365 No 
RingCentral RingCX No 
ServiceNow No 
Sherweb No 
Slack No 
Twilio No 
WhatsApp No 

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

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 Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management Yes 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics Yes 
Queue Management Yes 
Self Service Portal Yes 
Social Media Integration Yes 
Surveys & Feedback Yes 
Virtual Assistant Yes 
Workflow Management Yes 

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