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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Azure AI Translator
Cisco CX Cloud
Facebook Ads
Freshdesk
HubSpot CRM
Lansweeper
Microsoft 365
Microsoft System Center Operations Manager (SCOM)
Okta
OpenAI
PagerDuty
Prometheus
Salesforce
ServiceNow
TeamViewer
Trustpilot
Twilio
Zoom
bvoip
reCAPTCHA

Integrations

Azure AI Translator
Cisco CX Cloud
Facebook Ads
Freshdesk
HubSpot CRM
Lansweeper
Microsoft 365
Microsoft System Center Operations Manager (SCOM)
Okta
OpenAI
PagerDuty
Prometheus
Salesforce
ServiceNow
TeamViewer
Trustpilot
Twilio
Zoom
bvoip
reCAPTCHA

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

Simplify Reality

Founded

2017

Country

United States

Website

simplifyreality.com

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

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

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