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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

The advantages of a smart, technology-oriented, and innovative venue are boundless, benefiting both the establishment and the surrounding community. Meet the needs of your clientele faster than ever with our Customized Knowledge Bot! Leveraging machine learning, we provide automated customer support that Saves Time & Money while Enhancing Sales & Satisfaction. Our AI platform streamlines order processing and improves efficiency by addressing initial customer queries and guiding them through their online purchasing journey, all while promoting Social Distancing. Handling customer requests across multiple channels can be challenging, but our AI system engages with customers and responds on your behalf across all social media platforms, freeing you up from the need to monitor each one individually. This immediate interaction and resolution of inquiries lead to heightened overall customer satisfaction. Consequently, as customers experience happiness with your service, their brand loyalty will naturally deepen, fostering a robust relationship with your audience and boosting your reputation in the market.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Active Directory Yes 
Autotask PSA Yes 
Cisco CX Cloud Yes 
ConnectWise Automate Yes 
Facebook Ads Yes 
Facebook Messenger Yes 
HaloITSM Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Instagram Yes 
Instagram Ads Yes 
Microsoft 365 Yes 
Microsoft Teams Yes 
Prometheus Yes 
RingCentral RingCX Yes 
Sherweb Yes 
Slack Yes 
Trustpilot Yes 
Twilio Yes 
Zapier Yes 

Integrations

Active Directory No 
Autotask PSA No 
Cisco CX Cloud No 
ConnectWise Automate No 
Facebook Ads No 
Facebook Messenger No 
HaloITSM No 
HubSpot CRM No 
HubSpot Customer Platform No 
Instagram No 
Instagram Ads No 
Microsoft 365 No 
Microsoft Teams No 
Prometheus No 
RingCentral RingCX No 
Sherweb No 
Slack No 
Trustpilot No 
Twilio No 
Zapier No 

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

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) Yes 
In Person Yes 

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Vendor Details

Company Name

Simplify Reality

Founded

2017

Country

United States

Website

simplifyreality.com

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

Customer Service

Alerts / Escalation No 
Appointment Management Yes 
Call Center Management No 
Email Management No 
Knowledge Base No 
Live Chat No 
Performance Metrics No 
Queue Management Yes 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

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