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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
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
Integrations
Azure AI Translator
Yes
ChatGPT
Yes
Device42
Yes
Facebook Ads
Yes
Freshdesk
Yes
HaloITSM
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Mattermost
Yes
Microsoft Dynamics 365 Business Central
Yes
Integrations
Azure AI Translator
No
ChatGPT
No
Device42
No
Facebook Ads
No
Freshdesk
No
HaloITSM
No
HubSpot CRM
No
HubSpot Customer Platform
No
Mattermost
No
Microsoft Dynamics 365 Business Central
No
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
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
