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
Zervicio.com provides a cloud-based platform designed for After Sales Service, allowing businesses to streamline their customer support operations. This innovative solution connects customers directly with service teams, ensuring that customers, agents, and service managers can communicate effortlessly from any location at any time. As a comprehensive after-sales service tool, Zervicio empowers users to efficiently oversee and monitor service requests and complaints. While providing excellent customer service can be costly and challenging due to the need to manage individual schedules and team dynamics, Zervicio transforms your aspirations into reality by offering tailored service experiences to your clientele. With the ability to make swift decisions regarding service tickets, service managers can promptly guide their field teams to address issues effectively. Furthermore, Zervicio boasts an advanced Knowledge Repository, enabling users to deploy, educate, and cultivate knowledge and expertise. The Service Cloud can be accessed conveniently from any remote location, enhancing flexibility and responsiveness in service management. Consequently, Zervicio not only simplifies the after-sales process but also enhances the overall customer experience.
API Access
Has API
API Access
Has API
Integrations
Active Directory
Azure AI Translator
ConnectWise Automate
Facebook
Facebook Ads
Freshdesk
GfK Etilize
HaloITSM
HubSpot Customer Platform
Instagram
Integrations
Active Directory
Azure AI Translator
ConnectWise Automate
Facebook
Facebook Ads
Freshdesk
GfK Etilize
HaloITSM
HubSpot Customer Platform
Instagram
Pricing Details
£59 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
Free Version
Pricing Details
$20.00/month
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
Manage Smart Solutions
Country
India
Website
www.zervicio.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
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