Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Azure AI Translator
Cisco CX Cloud
Facebook Ads
Freshdesk
HubSpot CRM
Lansweeper
Microsoft 365
Microsoft System Center Operations Manager (SCOM)
Okta
OpenAI
Integrations
Azure AI Translator
Cisco CX Cloud
Facebook Ads
Freshdesk
HubSpot CRM
Lansweeper
Microsoft 365
Microsoft System Center Operations Manager (SCOM)
Okta
OpenAI
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
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