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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.
Description
IBM® Business Automation Workflow is a fundamental component of IBM Cloud Pak® for Business Automation, bringing together information, processes, and users to facilitate the automation of digital workflows, whether deployed on-premises or in the cloud. This solution enables the creation of workflows designed to enhance productivity, foster better collaboration among teams, and provide valuable insights for case resolution and improved business outcomes. By consolidating and standardizing task work, organizations can prioritize more effectively. It allows for the integration of process-centric and case-centric operations within repeatable business workflows, catering to broader enterprise demands. The platform accelerates client interactions by granting workflow participants and case workers access to essential systems, information, and analytics. It enhances the speed of transactional workflows and case resolutions, while built-in visibility and robust analytics help pinpoint optimal actions for swift case resolution and stronger collaboration between IT and business teams. Additionally, users can leverage a self-service portal that offers convenient access to development, testing, and runtime environments, empowering teams to streamline their operations further. This comprehensive approach ensures that businesses can adapt to changing demands and enhance their overall agility in the marketplace.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Autotask PSA
Yes
ConnectWise Automate
Yes
Device42
Yes
Facebook Ads
Yes
IBM Cloud Pak for Business Automation
No
Instagram
Yes
Jira
Yes
Lansweeper
Yes
Mattermost
Yes
Microsoft Teams
Yes
Integrations
Autotask PSA
No
ConnectWise Automate
No
Device42
No
Facebook Ads
No
IBM Cloud Pak for Business Automation
Yes
Instagram
No
Jira
No
Lansweeper
No
Mattermost
No
Microsoft Teams
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
Pricing Details
No price information available.
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
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
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
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
IBM
Founded
1911
Country
United States
Website
www.ibm.com/products/business-automation-workflow
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
Product Features
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
No
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
No
Workflow Configuration
No
