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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
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
Integrations
Amazon Seller Central
AnyDesk
Cisco CX Cloud
ConnectWise Automate
Forethought
HaloITSM
Jira
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Intune
Integrations
Amazon Seller Central
AnyDesk
Cisco CX Cloud
ConnectWise Automate
Forethought
HaloITSM
Jira
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Intune
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
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