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design
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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

Thread is the no-code AI Service Desk built specifically for Managed Service Providers (MSPs) who want to modernize operations without adding overhead. It combines conversational AI, triage automation, and unified chat tools into a single platform that connects seamlessly with your PSA systems like ConnectWise, Halo, and Autotask. In just 30 minutes, MSPs can deploy AI agents that automatically handle intake, prioritize tickets, assign categories, and complete time entries. The result: technicians gain back valuable hours, with response times improving up to 5x and resolution times reduced by 78%. Thread’s intuitive inbox interface eliminates refreshes and syncs every ticket, conversation, and update across platforms like Teams, Slack, and Messenger. Its Planner view allows easy scheduling, thread management, and collaboration—all in real time. With agentic triage, you don’t just automate tickets—you deliver smarter, faster service experiences that scale with your business. Designed for modern MSPs, Thread is the ultimate operating system for high-performing service teams.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Autotask PSA
Active Directory
Amazon Seller Central
Cisco CX Cloud
Facebook
Google
HubSpot CRM
Instagram Ads
Jira
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
PagerDuty
Prometheus
QuickBooks Online
Salesforce
ServiceNow
WhatsApp
WordPress
X (Twitter)
reCAPTCHA

Integrations

Autotask PSA
Active Directory
Amazon Seller Central
Cisco CX Cloud
Facebook
Google
HubSpot CRM
Instagram Ads
Jira
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
PagerDuty
Prometheus
QuickBooks Online
Salesforce
ServiceNow
WhatsApp
WordPress
X (Twitter)
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

Thread Magic

Founded

2019

Country

United States

Website

www.getthread.com

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

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Service Desk

CMDB
Change Management
IT Asset Management
Incident Management
Knowledge Base
Mobile Access
Procurement Management
Remote Control
SLA Management
Self Service Portal

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Alternatives

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