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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
Accelerate ticket resolutions in real-time by approving, assigning, and addressing them using cutting-edge AI technology. Experience a range of innovative features, including integrated field support, ticket creation through WhatsApp, chatbots, and self-service portals. Harness prebuilt helpdesk workflows driven by ML/NLP algorithms, eliminating the need for agents and customers to sort through allocations based on product catalogs or issue classifications. Effortlessly enhance critical KPIs such as CSAT, FCR, and CES while gaining insights by transforming customer analytics into actionable helpdesk strategies. Utilize a unified source of truth that empowers agents to deliver personalized interactions, ensuring customers feel appreciated and understood. Seamlessly integrate with external applications to elevate customer support, all while minimizing time, effort, and operational costs. Quickly connect with platforms like Salesforce, Microsoft Teams, WhatsApp, Slack, LiveChat, and Mailchimp. Infraon Helpdesk streamlines processes with its user-friendly interface, significantly boosting agent productivity for more proactive customer assistance. Ultimately, this comprehensive approach not only improves customer satisfaction but also optimizes overall service efficiency.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Microsoft Teams
Yes
Salesforce
Yes
Slack
Yes
WhatsApp
Yes
3CX
Yes
Amazon Seller Central
Yes
Azure AI Translator
Yes
Facebook Ads
Yes
Facebook Messenger
Yes
Forethought
Yes
Integrations
Microsoft Teams
Yes
Salesforce
Yes
Slack
Yes
WhatsApp
Yes
3CX
No
Amazon Seller Central
No
Azure AI Translator
No
Facebook Ads
No
Facebook Messenger
No
Forethought
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
$19 per month
Free Trial
Yes
Free Version
Yes
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
No
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
Infraon
Founded
2021
Country
United States
Website
infraon.io/infraon-helpdesk.html
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
Help Desk
Alerts / Escalation
No
Automated Routing
No
Community Forums
No
Customizable Branding
No
Document Storage
No
Email Integration
No
IT Asset Management
No
Incident Management
No
Interaction Tracking
No
Knowledge Base
No
Known Issue Management
No
Live Chat
No
Multi-Channel Communication
No
Multiple Brands / Products
No
Network Monitoring
No
Real-time Chat
No
Self Service Portal
No
Service Level Agreement (SLA) Management
No
Ticket Management
No
