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
SmarterTrack serves as an effective communications platform that functions as an online help desk, facilitating the initiation, tracking, management, and reporting of various communication channels. It enables users to submit tickets through email or the online portal, engage in live chats, participate in community discussions, and comment on knowledge base articles, thereby centralizing all interactions and creating a robust online community. The platform features a flexible and customizable ticketing system, allowing users to submit and respond to tickets from any location with internet access and a web browser. Additionally, SmarterTrack empowers users by providing comprehensive oversight of the entire ticket history, enabling complete management of all ticket-related communications, including emails, notes, tasks, phone call logs, and live chat interactions. This all-in-one solution streamlines customer support processes, ultimately enhancing user satisfaction and engagement.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Autotask PSA
Yes
ChatGPT
Yes
Facebook Ads
Yes
Forethought
Yes
HubSpot CRM
Yes
Jira
Yes
Lansweeper
Yes
Mattermost
Yes
Meta Ads
Yes
Microsoft Dynamics 365 Business Central
Yes
Integrations
Autotask PSA
No
ChatGPT
No
Facebook Ads
No
Forethought
No
HubSpot CRM
No
Jira
No
Lansweeper
No
Mattermost
No
Meta Ads
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
$15 per month
Free Trial
No
Free Version
No
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
Yes
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)
No
In Person
Yes
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
Tweakservers
Website
www.tweakservers.com/helpdesk-software/smartertrack/
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
No
Call Center Management
No
Email Management
No
Knowledge Base
No
Live Chat
Yes
Performance Metrics
No
Queue Management
No
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
No