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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

A unified platform designed for role-based collaboration effectively merges scheduling, team management, and communication, all while being cost-efficient. This cloud-hosted solution enhances patient care by minimizing clinician fatigue and reducing disruptive interruptions. It broadens the referral network through a community platform that fosters shared communication and scheduling among health systems and their affiliated organizations. By delivering critical information to the appropriate person, role, or team in real time, the Halo Clinical Collaboration Platform acts as a central hub for time-sensitive data. This streamlined approach to role-based communication greatly accelerates care team coordination and boosts clinician productivity. The Halo Platform is adaptable, accommodating health systems or hospitals of any size. Incorporating features such as secure messaging and on-call scheduling, this integrated platform further drives down expenses. With its user-friendly design, the Halo Platform ensures ease of use and maintenance, ultimately supporting healthcare providers in delivering timely and effective patient care.

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

QuickBooks Online Yes 
Active Directory No 
Amazon Web Services (AWS) Yes 
AnyDesk No 
Bria Yes 
ConnectWise Automate No 
Device42 No 
Facebook No 
Facebook Messenger No 
Google No 
HubSpot CRM No 
HubSpot Customer Platform No 
Instagram No 
Instagram Ads No 
RingCentral RingCX No 
Salesforce No 
ServiceNow No 
Shopify No 
Slack No 
Trustpilot No 

Integrations

QuickBooks Online Yes 
Active Directory Yes 
Amazon Web Services (AWS) No 
AnyDesk Yes 
Bria No 
ConnectWise Automate Yes 
Device42 Yes 
Facebook Yes 
Facebook Messenger Yes 
Google Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Instagram Yes 
Instagram Ads Yes 
RingCentral RingCX Yes 
Salesforce Yes 
ServiceNow Yes 
Shopify Yes 
Slack Yes 
Trustpilot 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 Yes 
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

Halo Health

Founded

2010

Country

United States

Website

halohealth.com

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Patient Engagement

Appointment Scheduling No 
Care Planning No 
Collaboration No 
Messaging No 
Mobile Access No 
Patient Education No 
Patient Portal No 
Personal Health Record No 
Progress Tracking No 
Self 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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