Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Threadbox is a comprehensive customer support solution that integrates AI agents with a collaborative help desk system. This platform allows teams to train an AI agent using various resources such as website content, uploaded documents, and Q&A material, which can then be embedded on websites or utilized across messaging and email platforms. The AI agent utilizes this information to provide responses, can interact with configured APIs or webhooks for functionalities like order inquiries and bookings, and seamlessly transfers conversations to human staff when necessary. Additionally, the Threads inbox facilitates ticket assignment, routing, response time objectives, rules, and teamwork. The Help Hub serves as a resource for customers, offering self-service guides and tracking requests, while features like AI-assisted reply generation and analytics enhance staff productivity. Targeted at small and midsize businesses—particularly those in SaaS, e-commerce, and service sectors—Threadbox aims to streamline the management of customer inquiries. It operates on a cloud-based model, providing both free and subscription-based plans to cater to various needs. Overall, Threadbox stands out as a versatile tool for enhancing customer engagement and operational efficiency.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

HubSpot CRM Yes 
Jira Yes 
Microsoft Teams Yes 
Salesforce Yes 
Shopify Yes 
Slack Yes 
WhatsApp Yes 
Autotask PSA Yes 
ChatGPT Yes 
Forethought Yes 
Instagram Yes 
Instagram Ads Yes 
Microsoft System Center Operations Manager (SCOM) Yes 
Okta Yes 
PagerDuty Yes 
Stripe No 
Twilio Yes 
Zapier Yes 
Zoom Yes 
bvoip Yes 

Integrations

HubSpot CRM Yes 
Jira Yes 
Microsoft Teams Yes 
Salesforce Yes 
Shopify Yes 
Slack Yes 
WhatsApp Yes 
Autotask PSA No 
ChatGPT No 
Forethought No 
Instagram No 
Instagram Ads No 
Microsoft System Center Operations Manager (SCOM) No 
Okta No 
PagerDuty No 
Stripe Yes 
Twilio No 
Zapier No 
Zoom No 
bvoip No 

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial No 
Free Version No 

Pricing Details

£19/month
A free plan includes 30 message credits. Essential costs £19/month or £190/year plus VAT when billed annually. Annual billing includes two months free. Prices are in GBP and exclude VAT.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Vendor Details

Company Name

Browns Distribution Services

Founded

1965

Country

United Kingdom

Website

threadbox.ai

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management Yes 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics Yes 
Queue Management Yes 
Self Service Portal Yes 
Social Media Integration Yes 
Surveys & Feedback Yes 
Virtual Assistant Yes 
Workflow Management Yes 

Product Features

Help Desk

Alerts / Escalation No 
Automated Routing No 
Community Forums No 
Customizable Branding No 
Document Storage No 
Email Integration No 
IT Asset Management No 
Incident Management No 
Interaction Tracking No 
Knowledge Base No 
Known Issue Management No 
Live Chat No 
Multi-Channel Communication No 
Multiple Brands / Products No 
Network Monitoring No 
Real-time Chat No 
Self Service Portal No 
Service Level Agreement (SLA) Management No 
Ticket Management No 

Alternatives

Enghouse eKMS Reviews

Enghouse eKMS

Enghouse Interactive

Alternatives

Supportifier Reviews

Supportifier

Successifier AB
Neuron7 Reviews

Neuron7

Neuron7.ai
Sympoq Reviews

Sympoq

Escon ltd