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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
Talki serves as an AI-driven helpdesk tailored for B2B support teams, efficiently handling routine ticket inquiries and allowing human agents to concentrate on more complex interactions. It consolidates web chat, email, and Telegram into a unified inbox, enabling teams to assign, respond to, and resolve issues without the hassle of switching between different applications. The initial setup involves linking a communication channel and directing the AI to the company's documentation; Talki then analyzes the website to create a comprehensive knowledge base, which it utilizes to start addressing customer queries. Its AutoPilot AI agent assesses each incoming ticket along with the relevant customer context, providing answers sourced from the knowledge base and determining whether to resolve the issue or escalate it if it encounters uncertainties. Additionally, the Backend Connect feature integrates customer data, such as subscription specifics, MRR, and other relevant details, directly into the ticket, which minimizes the necessity of accessing separate CRM platforms. With integrated DeepL translation, Talki facilitates multilingual interactions all within the same inbox, and the inclusion of one-line macros allows for streamlined action combinations, enhancing overall efficiency in customer support. This innovative system ultimately transforms the way support teams manage their workflows and engage with customers, ensuring a smoother and more effective service delivery.
API Access
Has API
API Access
Has API
Integrations
3CX
Amazon Seller Central
Autotask PSA
Azure AI Translator
ConnectWise Automate
DeepL
Device42
GfK Etilize
Instagram
Instagram Ads
Integrations
3CX
Amazon Seller Central
Autotask PSA
Azure AI Translator
ConnectWise Automate
DeepL
Device42
GfK Etilize
Instagram
Instagram Ads
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
€9 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
Talki
Founded
2026
Country
United States
Website
talki.tech/
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