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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

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 

Screenshots View All

Screenshots View All

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 
Lansweeper Yes 
Mattermost Yes 
Microsoft Intune Yes 
Microsoft Teams Yes 
Okta Yes 
OpenAI Yes 
Salesforce Yes 
WordPress Yes 
bvoip Yes 
i-doit No 

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 
Lansweeper No 
Mattermost No 
Microsoft Intune No 
Microsoft Teams No 
Okta No 
OpenAI No 
Salesforce No 
WordPress No 
bvoip No 
i-doit Yes 

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

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 

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