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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
To ensure you remain compliant and avoid pitfalls, implement customizable voice analysis triggers that create robust safeguards. With more than 53% of consumers in the UK displaying some form of vulnerability, we have streamlined the process of identifying these individuals and connecting them with the right personnel in your organization. Notably, in the latter half of 2021, a staggering 91% of customers experienced a decline in customer experience from contact centers. By concentrating on factors that enhance performance quickly, you can better equip agents with the necessary responses to foster more favorable customer interactions. Establish personalized guidelines that provide immediate notifications to the relevant team members during critical instances, utilizing any data available on the platform, including your own inputs. Additionally, maintain a comprehensive overview of conversation effectiveness through key performance metrics that are significant to your operations, thereby offering valuable insights into agent performance after each engagement. This allows for continuous improvement and better customer relations over time.
API Access
Has API
Yes
API Access
Has API
No
Integrations
3CX
Yes
Azure AI Translator
Yes
Cisco CX Cloud
Yes
ConnectWise Automate
Yes
Facebook
Yes
Forethought
Yes
HaloITSM
Yes
HubSpot CRM
Yes
Instagram
Yes
Instagram Ads
Yes
Integrations
3CX
No
Azure AI Translator
No
Cisco CX Cloud
No
ConnectWise Automate
No
Facebook
No
Forethought
No
HaloITSM
No
HubSpot CRM
No
Instagram
No
Instagram Ads
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
$7,171.51 per month
Free Trial
No
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
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)
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
MOJO-CX
Founded
2018
Country
United Kingdom
Website
www.tmac.ai/modules/speech-and-conversation-analytics
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
Speech Analytics
Automatic Transcription
No
Call Center Management
No
Call Recording
No
Customer Experience Management
No
Data Security
No
Natural Language Processing
No
Predictive Analytics
No
Self-Service Search
No
Sentiment Analysis
No
Surveys & Feedback
No
Workforce Optimization (WFO)
Interaction Analytics
No
Liability Recording
No
Performance Management
No
Quality Management
No
Real-time Guidance
No
Reporting
No
Speech Analytics
No
Surveying
No
Workforce Management
No
eLearning
No
