Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Expand your horizons beyond conventional knowledge management systems. With EV Self Help, our innovative employee self-service software, you can effortlessly capture, distribute, and evaluate knowledge like never before. Users will experience a more interactive and engaging method for accessing information, mimicking the personal touch of human interaction, all powered by advanced natural language processing (NLP) and contextual awareness. The software's intuitive drag-and-drop design studio simplifies the creation of Q&A decision trees, ensuring rapid deployment. EasyVista Self Help also supports the integration of various document types and multimedia elements, such as videos and images, providing users with a rich experience that empowers them to resolve issues independently. Additionally, the quickstart feature streamlines the process for subject matter experts, allowing them to convert existing knowledge documents into structured guided procedures and FAQs effortlessly, making knowledge management more efficient than ever before. This seamless integration of technology and user experience paves the way for a more knowledgeable workforce.
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
Microsoft Teams
Yes
Salesforce
Yes
3CX
No
AnyDesk
No
Autotask PSA
No
Facebook
No
Facebook Ads
No
Google
No
HubSpot Customer Platform
No
Lansweeper
No
Integrations
Microsoft Teams
Yes
Salesforce
Yes
3CX
Yes
AnyDesk
Yes
Autotask PSA
Yes
Facebook
Yes
Facebook Ads
Yes
Google
Yes
HubSpot Customer Platform
Yes
Lansweeper
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)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
EasyVista
Country
United States
Website
www.easyvista.com/products/employee-self-service-software
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
Conversational AI
Code-free Development
No
Contextual Guidance
No
For Developers
No
Intent Recognition
No
Multi-Languages
No
Omni-Channel
No
On-Screen Chats
No
Pre-configured Bot
No
Reusable Components
No
Sentiment Analysis
No
Speech Recognition
No
Speech Synthesis
No
Virtual Assistant
No
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
No
Content Management
No
Decision Tree
No
Discussion Boards
No
Full Text Search
No
Knowledge Base Management
No
Self Service Portal
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