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Average Ratings 0 Ratings

Total
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

Whether it’s telecommuting or providing exceptional customer support to your clientele, efficiently managing your company’s knowledge is crucial in this era of swift digital transformation and economic challenges. A robust knowledge base must be readily available at all times and from any location. If your helpdesk fails to keep pace with the evolution of your company’s knowledge and the dynamic environment around it, you may jeopardize both the immediate and future success of your enterprise. Furthermore, even in less severe situations, prolonged processing times and low first-contact resolution rates can create a significant and unnecessary competitive edge for others. The rise of remote work and telecommuting further complicates the in-person exchange and flow of information, making it imperative to ensure seamless communication and access to resources. Thus, establishing an agile knowledge management system becomes essential for navigating these challenges effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Seller Central
AnyDesk
Cisco CX Cloud
ConnectWise Automate
Forethought
HaloITSM
Jira
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
Okta
OpenAI
Prometheus
RingCentral RingCX
Salesforce
ServiceNow
Sherweb
WordPress
bvoip

Integrations

Amazon Seller Central
AnyDesk
Cisco CX Cloud
ConnectWise Automate
Forethought
HaloITSM
Jira
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
Okta
OpenAI
Prometheus
RingCentral RingCX
Salesforce
ServiceNow
Sherweb
WordPress
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

SERVICEWARE

Founded

1998

Country

Germany

Website

serviceware-se.com/solutions/serviceware-platform/serviceware-knowledge

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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