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Average Ratings 0 Ratings

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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

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Active Directory
Amazon Seller Central
AnyDesk
Autotask PSA
Azure AI Translator
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Ads
Freshdesk
Jira
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
PagerDuty
QuickBooks Online
RingCentral RingCX
Salesforce
ServiceNow
Twilio
bvoip

Integrations

Active Directory
Amazon Seller Central
AnyDesk
Autotask PSA
Azure AI Translator
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Ads
Freshdesk
Jira
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
PagerDuty
QuickBooks Online
RingCentral RingCX
Salesforce
ServiceNow
Twilio
bvoip

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

ServiceNow

Founded

2004

Country

United States

Website

www.servicenow.com/products/knowledge-management.html

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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