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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

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

Screenshots View All

Screenshots View All

Integrations

Freshdesk
Salesforce
Azure AI Translator
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Ads
Facebook Messenger
GfK Etilize
Google
HubSpot Customer Platform
Meta Ads
Microsoft 365
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
QuickBooks Online
Splunk Cloud Platform
Trustpilot
Zapier
reCAPTCHA

Integrations

Freshdesk
Salesforce
Azure AI Translator
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Ads
Facebook Messenger
GfK Etilize
Google
HubSpot Customer Platform
Meta Ads
Microsoft 365
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
QuickBooks Online
Splunk Cloud Platform
Trustpilot
Zapier
reCAPTCHA

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

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

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