Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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
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