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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

Revolutionize customer service by transitioning from traditional voice interactions to engaging visual experiences through On-Demand self-service solutions that not only address customer inquiries but also enhance their overall experience, lower operational costs, and increase revenue potential. By utilizing Zappix Visual IVR, customers calling into your contact center can enjoy a quicker, more adaptable, and efficient solution that transforms standard voice calls into digital and visual self-service options. This innovative Visual IVR system enables customers to independently address their service needs from any location, eliminating the frustration of navigating complicated voice IVR menus or having to engage with a Call Center Representative (CSR). With cloud-based, visual web applications accessible on all digital devices and requiring no downloads, customers can seamlessly access service solutions. Additionally, the platform boasts end-to-end automation across various channels, which is significantly more cost-effective compared to developing and maintaining a native app. Common service tasks, such as order tracking, appointment confirmations, and frequently asked questions, can be easily automated to streamline the customer experience even further. Overall, this transition not only empowers customers but also enhances operational efficiency for businesses.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Active Directory
Amazon Seller Central
Azure AI Translator
ChatGPT
Facebook Ads
Facebook Messenger
Freshdesk
HubSpot CRM
Instagram Ads
Jira
Mattermost
Meta Ads
Microsoft Teams
OpenAI
QuickBooks Online
RingCentral RingCX
Slack
Twilio
WordPress
Zapier

Integrations

Active Directory
Amazon Seller Central
Azure AI Translator
ChatGPT
Facebook Ads
Facebook Messenger
Freshdesk
HubSpot CRM
Instagram Ads
Jira
Mattermost
Meta Ads
Microsoft Teams
OpenAI
QuickBooks Online
RingCentral RingCX
Slack
Twilio
WordPress
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

No price information available.
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

Zappix

Country

United States

Website

www.zappix.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

IVR

Call Center
Call Logging
Call Recording
Call Routing
Multiple Scripts
Phone Key Input
Survey Management
Text to Speech
Voice Customization
Voice Mail

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