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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
Gain a comprehensive understanding of the entire KCS journey, including forthcoming steps, interdependencies, and accomplishments, by navigating the Swarmica development tree that illuminates all techniques and phases associated with KCS. Agents can effortlessly search the existing knowledge base directly from their ticket workspace, and if any knowledge is lacking, they can promptly capture it with minimal hassle. Additionally, tickets linked to documented issues in the knowledge base can be attached or detached to analyze product patterns and trends effectively. It is essential to establish performance evaluators and equip them with the necessary tools to evaluate compliance with the KCS process and the quality of the articles produced. This approach not only provides constructive feedback to agents but also ensures that their individual objectives are in sync with the broader goals of the organization, ultimately fostering a culture of continuous improvement and collaboration. In doing so, the organization can enhance its overall productivity and service delivery.
API Access
Has API
API Access
Has API
Integrations
Freshdesk
Salesforce
Azure AI Translator
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Ads
Facebook Messenger
GfK Etilize
Google
Integrations
Freshdesk
Salesforce
Azure AI Translator
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Ads
Facebook Messenger
GfK Etilize
Google
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
Swarmica
Founded
2022
Country
Bulgaria
Website
swarmica.com/product
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
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal