Average Ratings 0 Ratings
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
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
Integrations
Autotask PSA
Active Directory
Amazon Seller Central
Cisco CX Cloud
Facebook
Google
HubSpot CRM
Instagram Ads
Jira
Microsoft System Center Operations Manager (SCOM)
Integrations
Autotask PSA
Active Directory
Amazon Seller Central
Cisco CX Cloud
Facebook
Google
HubSpot CRM
Instagram Ads
Jira
Microsoft System Center Operations Manager (SCOM)
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
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