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Description
Enhance the satisfaction of your clients and collaborators by offering a customized, self-service experience portal and mobile application that integrates effortlessly with your CRM, ERP, and customer support systems. Set up a customer-centric portal using pre-designed templates that offer adaptable layouts, optional widgets, and linked forms. Allow customers to submit and monitor support requests, explore knowledge base articles, and access product information. Develop a branded, user-friendly mobile app that provides a straightforward self-service experience tailored to your customers' needs. Keep users informed with timely notifications about support cases, renewals, and orders while also suggesting related products and services to boost cross-selling opportunities and revenue growth. This comprehensive approach not only strengthens customer engagement but also fosters loyalty and satisfaction.
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
Azure AI Translator
No
ChatGPT
No
ConnectWise Automate
No
Device42
No
Facebook Messenger
No
Freshdesk
No
HubSpot CRM
No
Instagram Ads
No
Lansweeper
No
Meta Ads
No
Integrations
Azure AI Translator
Yes
ChatGPT
Yes
ConnectWise Automate
Yes
Device42
Yes
Facebook Messenger
Yes
Freshdesk
Yes
HubSpot CRM
Yes
Instagram Ads
Yes
Lansweeper
Yes
Meta Ads
Yes
Pricing Details
No price information available.
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
MobileForce Software
Country
United States
Website
www.mobileforcesoftware.com
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Product Features
Channel Management
Campaign Management
Yes
Channel Analytics
Yes
Incentive Management
Yes
Inventory Control
Yes
Lead Management
Yes
Opportunity Management
Yes
Order Management
Yes
Partner Management
Yes
Product Management
Yes
Reseller Management
Yes
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
