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
Make your customers happy. We will give you the tools you need. Your customers will be satisfied with personalized and prompt answers. Zammad makes it easy to manage your team and tickets. This will make your customer service shine brightly. When dealing with customers, it is important to keep track of everything. The dashboard provides a clear overview of the current situation, regardless of whether you are an agent or manager. You (and only you!) can see how well your performance is as an agent. One is no longer only reachable by phone when you are an organisation. Zammad allows you to connect with customers via different communication channels, such as telephone, email, SMS, or Twitter. Zammad can be audited. This is why Zammad is so popular in banks. It is possible to see who modified which attribute and which value by looking at the ticket history. Zammad allows you to easily create individual fields, such as a deadline.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Forethought
Yes
Microsoft 365
Yes
Slack
Yes
ChatGPT
Yes
Clearbit
No
Dokumint
No
GfK Etilize
Yes
Google
Yes
HubSpot Customer Platform
Yes
Instagram
Yes
Integrations
Forethought
Yes
Microsoft 365
Yes
Slack
Yes
ChatGPT
No
Clearbit
Yes
Dokumint
Yes
GfK Etilize
No
Google
No
HubSpot Customer Platform
No
Instagram
No
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
No
Free Version
No
Pricing Details
5€/user/month
Free Trial
Yes
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
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
Zammad
Country
Germany
Website
zammad.com
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
Yes
Automated Routing
Yes
Community Forums
Yes
Customizable Branding
Yes
Document Storage
Yes
Email Integration
Yes
IT Asset Management
No
Incident Management
No
Interaction Tracking
Yes
Knowledge Base
Yes
Known Issue Management
No
Live Chat
Yes
Multi-Channel Communication
Yes
Multiple Brands / Products
No
Network Monitoring
No
Real-time Chat
Yes
Self Service Portal
Yes
Service Level Agreement (SLA) Management
Yes
Ticket Management
Yes