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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

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

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Integrations

3CX
Amazon Seller Central
AnyDesk
ChatGPT
Facebook
Instagram
Jira
Lansweeper
Mattermost
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
Okta
Sherweb
TeamViewer
Trustpilot
Twilio
WhatsApp
WordPress
X (Twitter)
Zapier

Integrations

3CX
Amazon Seller Central
AnyDesk
ChatGPT
Facebook
Instagram
Jira
Lansweeper
Mattermost
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
Okta
Sherweb
TeamViewer
Trustpilot
Twilio
WhatsApp
WordPress
X (Twitter)
Zapier

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

$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

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