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Description
Growth is not always a certainty, which is precisely why we developed Atria, a comprehensive portal for managing Active Directory, Workspace, and Microsoft 365 that enables managed services providers to scale their operations more effectively. Atria equips you with the necessary tools to automate and standardize service delivery, significantly decreasing the volume of helpdesk tickets and escalations while enhancing overall operational efficiency. Whether your goal is to simplify service tickets and tasks, enhance your helpdesk capabilities, or provide customers with self-service options, Atria is the solution that can assist you, ensuring you realize tangible savings in time and resources swiftly. With two decades of expertise in the managed services field, Atria is meticulously crafted to support your business's growth. Unlike most helpdesk tools that function solely as ticketing systems, which gather information before executing tasks, or as workflow systems that merely shuffle tasks among teams, Atria uniquely focuses on optimizing the specific tasks you perform—from user provisioning to license acquisition—effectively streamlining the entire process for maximum efficiency. By leveraging Atria, you can position your business for sustained success in a competitive landscape.
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.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Active Directory
Yes
Microsoft 365
Yes
3CX
No
Autotask PSA
No
Device42
No
Facebook Ads
No
Forethought
No
Freshdesk
No
Google
No
HaloITSM
No
Integrations
Active Directory
Yes
Microsoft 365
Yes
3CX
Yes
Autotask PSA
Yes
Device42
Yes
Facebook Ads
Yes
Forethought
Yes
Freshdesk
Yes
Google
Yes
HaloITSM
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
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
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
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
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Atria
Founded
2018
Country
New Zealand
Website
getatria.com
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Product Features
MSP
Backup Management
No
Billing & Invoicing
No
CRM
No
Dashboard
No
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No
SaaS Management
License Management
No
Onboarding
No
Renewal Management
No
SaaS Operations Management
No
Shadow IT Detection
No
Spend Management
No
Subscription Management
No
Usage Tracking / Analytics
No
Vendor Management
No
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
