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Description
1) Customer delight made super easy
Manage conversations across multiple channels
Deliver fast and consistent customer service across email, phone, chat, WhatsApp Business, and other social media channels from a single view.
2) Boost your agent productivity
Cut down on manual and repetitive tasks using advanced automation rules, and solve customer queries faster without increasing your agent strength.
3) Deliver seamless self-service
Help customers help themselves by publishing a branded knowledge base and offering instant resolutions using AI-powered chatbots.
4) Stay on top of your CSAT goals
Use customizable analytics and reports to track team performance, identify bottlenecks before they snowball, and keep tabs on your team's CSAT goals.
Enable frictionless remote work for your support team
1) An intuitive and easy-to-use platform that does not require a complicated onboarding process
2) Cloud-based solution that empowers agents to work conveniently on their laptops or phones
3) 650+ cutting-edge applications that you can easily integrate with and build robust support workflows
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
3CX
Yes
Active Directory
Yes
Facebook
Yes
Facebook Messenger
Yes
Forethought
Yes
Jira
Yes
QuickBooks Online
Yes
RingCentral RingCX
Yes
Salesforce
Yes
Shopify
Yes
Integrations
3CX
Yes
Active Directory
Yes
Facebook
Yes
Facebook Messenger
Yes
Forethought
Yes
Jira
Yes
QuickBooks Online
Yes
RingCentral RingCX
Yes
Salesforce
Yes
Shopify
Yes
Pricing Details
$29/month/user
Free - $0
Freshdesk Omni (Growth) - $29/month
Freshdesk Omni (Pro) - Recommended - $79/month
Freshdesk Omni (Enterprise) - $119/month
Freshdesk Email and Ticketing (Growth) - $19/month
Freshdesk Email and Ticketing (Pro) - $55/month
Freshdesk Email and Ticketing (Enterprise) - $89/month
Freshdesk Omni (Growth) - $29/month
Freshdesk Omni (Pro) - Recommended - $79/month
Freshdesk Omni (Enterprise) - $119/month
Freshdesk Email and Ticketing (Growth) - $19/month
Freshdesk Email and Ticketing (Pro) - $55/month
Freshdesk Email and Ticketing (Enterprise) - $89/month
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
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
No
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
Freshworks
Founded
2010
Country
United States
Website
www.freshworks.com/freshdesk/
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Product Features
Call Center
Blended Call Center
No
Call Logging
Yes
Call Recording
No
Call Scripting
No
Campaign Management
Yes
Database
Yes
Escalation Management
Yes
IVR / Voice Recognition
No
Inbound Call Center
No
Manual Dialer
No
Outbound Call Center
No
Predictive Dialer
No
Progressive Dialer
No
Queue Management
No
Real-time Chat
No
Reporting/Analytics
No
Campaign Management
Channel Management
No
Contact Database
No
Email Marketing
No
Event Triggered Actions
No
Lead Management
No
Multi-Campaign
No
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
Complaint Management
Case Management
No
Complaint Classification
Yes
Corrective Actions (CAPA)
No
Customer Complaint Tracking
Yes
Feedback Management
No
Forms Management
No
Issue Tracking
Yes
Quality Assurance Management
No
Routing
Yes
Self Service Portal
No
Social Media Monitoring
No
Survey Management
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
Customer Experience
Action Management
No
Analytics
No
Customer Segmentation
Yes
Dashboard
Yes
Feedback Management
Yes
Knowledge Management
Yes
Multi-Channel Collection
Yes
Sentiment Analysis
No
Survey Management
No
Text Analysis
No
Trend Analysis
No
Customer Service
Alerts / Escalation
Yes
Appointment Management
Yes
Call Center Management
No
Email Management
No
Knowledge Base
Yes
Live Chat
Yes
Performance Metrics
Yes
Queue Management
No
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
Yes
Virtual Assistant
No
Workflow Management
Yes
Help Desk
Alerts / Escalation
Yes
Automated Routing
Yes
Community Forums
Yes
Customizable Branding
Yes
Document Storage
Yes
Email Integration
Yes
IT Asset Management
Yes
Incident Management
Yes
Interaction Tracking
Yes
Knowledge Base
Yes
Known Issue Management
Yes
Live Chat
Yes
Multi-Channel Communication
Yes
Multiple Brands / Products
Yes
Network Monitoring
Yes
Real-time Chat
Yes
Self Service Portal
Yes
Service Level Agreement (SLA) Management
Yes
Ticket Management
Yes
Issue Tracking
Assignment Management
Yes
Dashboard
Yes
Escalation Management
Yes
Issue Auditing
Yes
Issue Scheduling
Yes
Knowledge Base
Yes
Project Management
Yes
Recurring Issues
No
Scheduling
No
Task Management
Yes
IT Project Management
Bug Tracking
No
Issue Management
Yes
Milestone Tracking
No
Percent-Complete Tracking
No
Portfolio Management
No
Prioritization
No
Product Roadmapping
No
Requirements Management
No
Resource Management
No
Status Tracking
No
Supports Agile
No
Supports Scrum
No
Task Management
No
Testing / QA Management
No
Time & Expense Tracking
No
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
Yes
Collaboration
No
Content Management
No
Decision Tree
Yes
Discussion Boards
Yes
Full Text Search
Yes
Knowledge Base Management
Yes
Self Service Portal
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
