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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
Implementing enterprise knowledge management software enhances support capabilities by leveraging AI to optimize both agent-driven and self-service assistance. Foster a culture of knowledge sharing that significantly elevates the customer experience while distributing knowledge throughout your organization. Equip every team member with access to a centralized repository where they can both contribute to and access crucial support information. This approach facilitates a rich, multi-channel experience for users. By integrating AI-driven search functionalities, intuitive designs, gamification elements, and federated content from various sources, you can ensure an exceptional experience for customers. Maintain high engagement levels by regularly updating your knowledge base and identifying any gaps that may exist. Additionally, interactive dashboards provide valuable insights into the overall health of your knowledge repository, along with data regarding its usage, effectiveness, and overall adoption. Ultimately, a well-managed knowledge base not only improves support but also empowers users to collaborate more effectively.
API Access
Has API
Yes
API Access
Has API
No
Integrations
3CX
Yes
Amazon Seller Central
Yes
Autotask PSA
Yes
ConnectWise Automate
Yes
Device42
Yes
Facebook Messenger
Yes
Freshdesk
Yes
HubSpot CRM
Yes
Instagram
Yes
Jira
Yes
Integrations
3CX
No
Amazon Seller Central
No
Autotask PSA
No
ConnectWise Automate
No
Device42
No
Facebook Messenger
No
Freshdesk
No
HubSpot CRM
No
Instagram
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
Yes
Live Rep (24/7)
Yes
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)
No
In Person
No
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
Upland Software
Founded
2010
Country
United States
Website
uplandsoftware.com/rightanswers/
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
Product Features
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
Yes
Collaboration
Yes
Content Management
No
Decision Tree
Yes
Discussion Boards
Yes
Full Text Search
Yes
Knowledge Base Management
Yes
Self Service Portal
Yes
