Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
Pricing Details
£40 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
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