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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Utilize artificial intelligence and natural language processing to seamlessly explore your company’s knowledge through a unified interface. You can perform searches using straightforward natural language questions and receive organized results presented clearly. If necessary, refine your search with filters and a helpful suggestion system. Pose inquiries and obtain snippets from documents, along with access to the complete files. Additionally, discover other relevant information conveniently located in the same interface. Implement pre-built components for your website, application, or internal communication channels. Begin automating the inquiries made by customers or internal users to enhance efficiency. Leverage your existing documents to streamline both internal and external requests, with compatibility for all popular formats. Gather data from websites and integrate them into your knowledge base effortlessly, ensuring that you always have the latest version without any manual intervention. Link external drives, applications, and tools to create a centralized search environment that provides immediate access to all resources. Generate comprehensive reports detailing the interests and inquiries of your team members and clients. Regularly expand your knowledge base by incorporating desired content to stay updated and relevant. This solution not only improves accessibility but also fosters a culture of knowledge sharing and continuous improvement within your organization.

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Slack Yes 
Active Directory No 
Autotask PSA No 
Azure AI Translator No 
Facebook No 
Forethought No 
Freshdesk No 
GfK Etilize No 
Google No 
Instagram No 
Microsoft Dynamics 365 Business Central No 
Microsoft Intune No 
PagerDuty No 
ServiceNow No 
Sherweb No 
Splunk Cloud Platform No 
TeamViewer No 
Twilio No 
WhatsApp No 
bvoip No 

Integrations

Slack Yes 
Active Directory Yes 
Autotask PSA Yes 
Azure AI Translator Yes 
Facebook Yes 
Forethought Yes 
Freshdesk Yes 
GfK Etilize Yes 
Google Yes 
Instagram Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Intune Yes 
PagerDuty Yes 
ServiceNow Yes 
Sherweb Yes 
Splunk Cloud Platform Yes 
TeamViewer Yes 
Twilio Yes 
WhatsApp Yes 
bvoip 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
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) Yes 
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) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

BOTWISE

Country

Poland

Website

www.botwise.io/product

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Chatbot

Call to Action No 
Context and Coherence No 
Human Takeover No 
Inline Media / Videos No 
Machine Learning No 
Natural Language Processing No 
Payment Integration No 
Prediction No 
Ready-made Templates No 
Reporting / Analytics No 
Sentiment Analysis No 
Social Media Integration 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 

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