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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

Elevate your sales, enhance customer experiences, and streamline operational efficiency with our innovative inventory management software, HALO. Leveraging advanced cloud technology, HALO integrates over 15 years of expertise in implementing RFID for item-level traceability in global retail, providing a highly adaptable solution that allows for swift RFID deployment without the hassle of added infrastructure. Typically, RFID has demonstrated the potential for a return on investment within 12 months or less, as it improves inventory precision, expedites goods handling, resolves discrepancies swiftly, and accelerates stock movements. HALO empowers retailers to meticulously track each RFID-tagged product from its manufacturing origin right through to its retail destination, featuring modules specifically designed to guide you through the process. This SKU-level visibility allows retailers and brands to optimize every item in their inventory, irrespective of its physical location or the method through which the customer purchases it. Ultimately, HALO not only refines inventory management but also fosters a deeper connection between retailers and their customers, driving growth and satisfaction across the board.

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 
Active Directory No 
Azure AI Translator No 
ChatGPT No 
Facebook No 
Google No 
Instagram No 
Lansweeper No 
Meta Ads No 
Microsoft 365 No 
Microsoft Intune No 
Microsoft Teams No 
Prometheus No 
QuickBooks Online No 
Smokescreen Yes 
Splunk Cloud Platform No 
Twilio No 
WhatsApp No 
WordPress No 
X (Twitter) No 

Integrations

3CX Yes 
Active Directory Yes 
Azure AI Translator Yes 
ChatGPT Yes 
Facebook Yes 
Google Yes 
Instagram Yes 
Lansweeper Yes 
Meta Ads Yes 
Microsoft 365 Yes 
Microsoft Intune Yes 
Microsoft Teams Yes 
Prometheus Yes 
QuickBooks Online Yes 
Smokescreen No 
Splunk Cloud Platform Yes 
Twilio Yes 
WhatsApp Yes 
WordPress Yes 
X (Twitter) 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) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Checkpoint Systems

Founded

1969

Country

United States

Website

checkpointsystems.com

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Inventory Management

Alerts/Notifications No 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access No 
Multi-Channel Management No 
Product Identification No 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management 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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