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ease
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design
support

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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

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

3CX
AnyDesk
Cisco CX Cloud
Device42
Facebook Ads
Facebook Messenger
Freshdesk
HubSpot Customer Platform
Instagram Ads
Microsoft 365
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
Prometheus
RingCentral RingCX
Shopify
TeamViewer
Twilio
WhatsApp
Zoom
reCAPTCHA

Integrations

3CX
AnyDesk
Cisco CX Cloud
Device42
Facebook Ads
Facebook Messenger
Freshdesk
HubSpot Customer Platform
Instagram Ads
Microsoft 365
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
Prometheus
RingCentral RingCX
Shopify
TeamViewer
Twilio
WhatsApp
Zoom
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

Upland Software

Founded

2010

Country

United States

Website

uplandsoftware.com/rightanswers/

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

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

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