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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

Zapia serves as a personal AI assistant tailored for Latin America, designed to enhance efficiency by helping users save both time and money while managing daily tasks through platforms such as WhatsApp, the Zapia application, or the web. By using text or voice commands, users can rely on Zapia to organize their schedules, oversee WhatsApp communications, manage emails, discover the best deals, compare various products, verify stock and availability, generate quotes, book reservations, set reminders, plan actions, and assist with routine activities. The assistant is designed to align seamlessly with users' existing communication habits, making interactions with AI as effortless as sending a voice message or conversing with a friend. Additionally, Zapia can transcribe and summarize voice notes from WhatsApp, respond to messages, schedule future WhatsApp communications, distill conversations into key points, identify outstanding tasks, analyze PDF documents, provide summaries of news articles and videos, conduct web searches, and assist users in locating nearby products or services with concrete options rather than mere links, ultimately transforming how tasks are handled in everyday life.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

WhatsApp
Amazon Seller Central
Azure AI Translator
Freshdesk
GfK Etilize
Gmail
Google Calendar
HaloITSM
HubSpot CRM
Instagram Ads
Lansweeper
Microsoft Dynamics 365 Business Central
Microsoft Intune
OpenAI
QuickBooks Online
RingCentral RingCX
ServiceNow
Sherweb
Twilio
Zapier

Integrations

WhatsApp
Amazon Seller Central
Azure AI Translator
Freshdesk
GfK Etilize
Gmail
Google Calendar
HaloITSM
HubSpot CRM
Instagram Ads
Lansweeper
Microsoft Dynamics 365 Business Central
Microsoft Intune
OpenAI
QuickBooks Online
RingCentral RingCX
ServiceNow
Sherweb
Twilio
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

Free
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

Zapia

Country

United States

Website

zapia.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

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