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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Active Directory
Azure AI Translator
ConnectWise Automate
Facebook
Facebook Ads
Freshdesk
GfK Etilize
HaloITSM
HubSpot Customer Platform
Instagram
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
PagerDuty
Salesforce
Sherweb
WhatsApp
WordPress
X (Twitter)
reCAPTCHA

Integrations

Active Directory
Azure AI Translator
ConnectWise Automate
Facebook
Facebook Ads
Freshdesk
GfK Etilize
HaloITSM
HubSpot Customer Platform
Instagram
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
PagerDuty
Salesforce
Sherweb
WhatsApp
WordPress
X (Twitter)
reCAPTCHA

Pricing Details

£59 per user per month
All inclusive - no tiered options.
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

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