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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

HALO is an essential component of your operations, serving as a robust Business Management Platform (BMP) hosted in the cloud. This platform employs a strategic methodology to oversee every revenue-generating facet of your enterprise. With HALO at your disposal, you can effectively manage all aspects that contribute to your income, which encompasses your team of instructors, scheduling range time, organizing courses, handling rentals, managing memberships, and overseeing your apparel line. Additionally, it allows for customers to sign waivers and store them online for convenient access. The Business Manager facilitates the establishment of all pertinent social media accounts, enhancing your online presence. You can effortlessly run promotions through your website, supported by our marketing expertise. Furthermore, we will create and implement email campaigns directed at your entire mailing list, ensuring that your outreach is comprehensive. We take care of everything so that your representatives can focus on what truly matters, while we keep an eye on all the details and manage them efficiently. This way, you can concentrate on growing your business without being burdened by administrative tasks.

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

3CX No 
Amazon Seller Central No 
Azure AI Translator No 
Cisco CX Cloud No 
Forethought No 
Freshdesk No 
Google No 
HubSpot CRM No 
Mattermost No 
Microsoft Dynamics 365 Business Central No 
Okta No 
OpenAI No 
RingCentral RingCX No 
Slack No 
Splunk Cloud Platform No 
TeamViewer No 
Trustpilot No 
WordPress No 
bvoip No 
reCAPTCHA No 

Integrations

3CX Yes 
Amazon Seller Central Yes 
Azure AI Translator Yes 
Cisco CX Cloud Yes 
Forethought Yes 
Freshdesk Yes 
Google Yes 
HubSpot CRM Yes 
Mattermost Yes 
Microsoft Dynamics 365 Business Central Yes 
Okta Yes 
OpenAI Yes 
RingCentral RingCX Yes 
Slack Yes 
Splunk Cloud Platform Yes 
TeamViewer Yes 
Trustpilot Yes 
WordPress Yes 
bvoip Yes 
reCAPTCHA 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 No 
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

HALO Range Solutions

Country

United States

Website

www.halorangesolutions.com

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Firearms

ATF Compliance No 
Accounting / ERP No 
Analytics / Reporting No 
Audit Trail No 
Background Check No 
Barcode Scanning / Printing No 
CRM No 
Electronic 4473 No 
Electronic Bound Book No 
FFL No 
For Shooting Instructors No 
For Shooting Ranges No 
Inventory Management No 
Point of Sale (POS) No 
Purchasing / Procurement No 
eCommerce / Online Sales No 
eZ Check Verification 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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