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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

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Active Directory Yes 
Autotask PSA Yes 
Azure AI Translator Yes 
ConnectWise Automate Yes 
Facebook Yes 
Facebook Ads Yes 
Facebook Messenger Yes 
Forethought Yes 
GfK Etilize Yes 
Lansweeper Yes 
Mattermost Yes 
Microsoft 365 Yes 
PagerDuty Yes 
Prometheus Yes 
ServiceNow Yes 
Sherweb Yes 
Shopify Yes 
Slack Yes 
WhatsApp Yes 
Zapier Yes 

Integrations

Active Directory No 
Autotask PSA No 
Azure AI Translator No 
ConnectWise Automate No 
Facebook No 
Facebook Ads No 
Facebook Messenger No 
Forethought No 
GfK Etilize No 
Lansweeper No 
Mattermost No 
Microsoft 365 No 
PagerDuty No 
Prometheus No 
ServiceNow No 
Sherweb No 
Shopify No 
Slack No 
WhatsApp No 
Zapier No 

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

$20.00/month
Free Trial No 
Free Version No 

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 No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

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 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

Customer Service

Alerts / Escalation No 
Appointment Management No 
Call Center Management No 
Email Management No 
Knowledge Base Yes 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management No 

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