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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
Enhance self-service utilization for both customers and employees while improving agent efficiency through the application of contextual knowledge powered by machine learning. By integrating with the Service Portal, users can access a wealth of knowledge, enabling them to search, browse, and read articles conveniently from their desktops or mobile devices. Additionally, leveraging insights into knowledge demand can enhance self-service capabilities and expedite case resolutions by automatically detecting and illustrating knowledge deficiencies, subsequently assigning these gaps to authors for prompt resolution. Furthermore, fostering in-context knowledge generation allows agents and employees to create relevant knowledge articles during their ongoing work processes, such as managing cases or incidents. This approach not only increases the relevance of knowledge but also utilizes machine learning to systematically identify and visualize knowledge gaps for effective assignment. Ultimately, this comprehensive strategy aims to streamline information access and improve overall service efficiency.
API Access
Has API
Yes
API Access
Has API
No
Integrations
3CX
Yes
AnyDesk
Yes
Autotask PSA
Yes
Azure AI Translator
Yes
Device42
Yes
Facebook
Yes
Facebook Ads
Yes
Facebook Messenger
Yes
HaloITSM
Yes
Instagram Ads
Yes
Integrations
3CX
No
AnyDesk
No
Autotask PSA
No
Azure AI Translator
No
Device42
No
Facebook
No
Facebook Ads
No
Facebook Messenger
No
HaloITSM
No
Instagram Ads
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
Yes
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
ServiceNow
Founded
2004
Country
United States
Website
www.servicenow.com/products/knowledge-management.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
Product Features
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
No
Content Management
No
Decision Tree
Yes
Discussion Boards
No
Full Text Search
No
Knowledge Base Management
Yes
Self Service Portal
No
