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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 
Microsoft Dynamics 365 Business Central No 
Microsoft System Center Operations Manager (SCOM) No 
OpenAI No 
PagerDuty No 
Prometheus No 
QuickBooks Online No 
Splunk Cloud Platform No 
Twilio No 
WhatsApp No 
WordPress 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 
Microsoft Dynamics 365 Business Central Yes 
Microsoft System Center Operations Manager (SCOM) Yes 
OpenAI Yes 
PagerDuty Yes 
Prometheus Yes 
QuickBooks Online Yes 
Splunk Cloud Platform Yes 
Twilio Yes 
WhatsApp Yes 
WordPress 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) 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 

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