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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
Vight is an innovative platform that leverages artificial intelligence to enhance conversation intelligence specifically for Managed Service Providers (MSPs). It streamlines the process by automatically recording, transcribing, and summarizing meetings held on Microsoft Teams, Zoom, and business phone calls, thereby removing the need for manual note-taking. The platform generates AI-based summaries, action items, and technical specifics that seamlessly integrate with PSA systems like ConnectWise Manage, HaloPSA, and Autotask. Vight also features an AI-driven knowledge assistant that allows users to effortlessly search through calls, meetings, tickets, and documentation using natural language queries, making information retrieval more intuitive. Other notable functionalities include AI-enhanced virtual agents for front desk and after-hours support, real-time insights into customer interactions, technician verification processes, secure access based on user roles, comprehensive reporting tools, and centralized management options. By utilizing AI automation, Vight significantly enhances documentation practices, boosts technician productivity, improves operational workflows, and elevates overall customer service quality. As a result, MSPs can focus more on strategic initiatives rather than getting bogged down by administrative tasks.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
3CX
Amazon Seller Central
AnyDesk
ChatGPT
Facebook
Instagram
Jira
Lansweeper
Mattermost
Microsoft System Center Operations Manager (SCOM)
Integrations
3CX
Amazon Seller Central
AnyDesk
ChatGPT
Facebook
Instagram
Jira
Lansweeper
Mattermost
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
$550
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
Vight
Founded
2026
Country
United States
Website
vight.ai
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