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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
A platform for AI knowledge management created by CX specialists with more than 10 years of experience in Omnichannel Customer Service. A great customer experience is no longer an advantage. It's a requirement. Knowmax makes every conversation count. We provide self-care assistance and guides across all touch points to ensure seamless customer interactions. With AI-backed knowledge management system, Empower support advisors as well as customers. Semantic Search improves the ability to find information, reduces the time it takes to access the right information, and ensures that the first contact is made with the correct person. Harmony in the information that is sent to customers via digital and assisted channels is essential. Otherwise, customer experience can be a disaster. Your Champions should be empowered with the right tools to help them take the best action and solve customer queries in a matter of seconds.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Freshdesk
Yes
Salesforce
Yes
3CX
Yes
Active Directory
Yes
Autotask PSA
Yes
Azure AI Translator
Yes
Facebook
Yes
Facebook Ads
Yes
Freshchat
No
GfK Etilize
Yes
Integrations
Freshdesk
Yes
Salesforce
Yes
3CX
No
Active Directory
No
Autotask PSA
No
Azure AI Translator
No
Facebook
No
Facebook Ads
No
Freshchat
Yes
GfK Etilize
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
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
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)
No
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
Knowmax
Founded
2017
Country
India
Website
www.knowmax.ai
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
Customer Experience
Action Management
No
Analytics
Yes
Customer Segmentation
No
Dashboard
Yes
Feedback Management
Yes
Knowledge Management
Yes
Multi-Channel Collection
Yes
Sentiment Analysis
No
Survey Management
No
Text Analysis
No
Trend Analysis
No
Customer Service
Alerts / Escalation
No
Appointment Management
No
Call Center Management
Yes
Email Management
No
Knowledge Base
Yes
Live Chat
Yes
Performance Metrics
No
Queue Management
No
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
Yes
Workflow Management
Yes
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
No
Content Management
Yes
Decision Tree
Yes
Discussion Boards
No
Full Text Search
Yes
Knowledge Base Management
Yes
Self Service Portal
Yes
