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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
A virtual assistant serves as an engaging and lifelike chatbot that offers a distinctive, interactive, and personalized method for users to seek answers and support on your website around the clock. Customers can engage with the virtual assistant—also known as a VA, virtual agent, or chatbot—just as they would with a human representative. This chatbot not only comprehends the spoken words but also discerns the underlying intent, utilizing a range of AI technologies that encompass machine learning and reasoning. eGain’s chatbot delivers essential frontline support, allowing your customer service team to focus on more intricate issues. Acting as a helpful guide, the VA assists customers in navigating the website and directs them to the appropriate sections. In addition to providing quick answers to inquiries, it also aids in making informed shopping decisions. Furthermore, if necessary, the virtual assistant can effortlessly transition to agent-assisted channels like live chat, ensuring that users receive comprehensive support whenever they need it. This seamless integration enhances the overall customer experience by combining technology and human touch.
API Access
Has API
API Access
Has API
Integrations
Salesforce
3CX
Avaya Experience Platform
ChatGPT
Cisco CX Cloud
Facebook Messenger
Freshdesk
HubSpot Customer Platform
Instagram
Lansweeper
Integrations
Salesforce
3CX
Avaya Experience Platform
ChatGPT
Cisco CX Cloud
Facebook Messenger
Freshdesk
HubSpot Customer Platform
Instagram
Lansweeper
Pricing Details
£40 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
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
eGain
Founded
1997
Country
United States
Website
www.egain.com/products/chatbot-virtual-assistant-software/
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
Conversational AI
Code-free Development
Contextual Guidance
For Developers
Intent Recognition
Multi-Languages
Omni-Channel
On-Screen Chats
Pre-configured Bot
Reusable Components
Sentiment Analysis
Speech Recognition
Speech Synthesis
Virtual Assistant