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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

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Autotask PSA
Azure AI Translator
ChatGPT
Facebook Ads
Facebook Messenger
Forethought
Freshdesk
GfK Etilize
HubSpot Customer Platform
Instagram
Lansweeper
Mattermost
Microsoft 365
OpenAI
PagerDuty
Sherweb
Slack
Trustpilot
WhatsApp
X (Twitter)

Integrations

Autotask PSA
Azure AI Translator
ChatGPT
Facebook Ads
Facebook Messenger
Forethought
Freshdesk
GfK Etilize
HubSpot Customer Platform
Instagram
Lansweeper
Mattermost
Microsoft 365
OpenAI
PagerDuty
Sherweb
Slack
Trustpilot
WhatsApp
X (Twitter)

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

$15 per month
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

Tweakservers

Website

www.tweakservers.com/helpdesk-software/smartertrack/

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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