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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
Vallum Halo Manager serves as a comprehensive Network Management and Monitoring (NMM) platform that empowers organizations to oversee their network devices, servers, workstations, applications, and databases, ensuring their availability and overall health. This innovative solution features a groundbreaking decentralized architecture, which removes the need for the complicated central server setups commonly found in other NMM systems. Additionally, the Halo Manager is uniquely customizable, as it allows for the integration of specialized microservice applications known as Halo Applications, which enhance the system's capabilities in a modular fashion. By incorporating these applications, organizations can tailor the Halo Manager to better fit their specific operational requirements and improve overall network performance.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
3CX
AnyDesk
Autotask PSA
Google
HubSpot Customer Platform
Instagram Ads
Mattermost
Microsoft Intune
Microsoft Teams
Okta
Integrations
3CX
AnyDesk
Autotask PSA
Google
HubSpot Customer Platform
Instagram Ads
Mattermost
Microsoft Intune
Microsoft Teams
Okta
Pricing Details
£59 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
Vallum Software
Country
United States
Website
vallumsoftware.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
Network Monitoring
Bandwidth Monitoring
Baseline Manager
Diagnostic Tools
IP Address Monitoring
Internet Usage Monitoring
Real Time Analytics
Resource Management
SLA Monitoring
Server Monitoring
Uptime Monitoring
Web Traffic Reporting
