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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
Enhance your team's effectiveness and elevate customer satisfaction with three seamlessly integrated solutions. Streamline all incoming communications, allowing for the assignment of specific conversations to designated agents or teams. Organize discussions for simplified automation and reporting purposes. Enjoy a comprehensive omni-channel experience that includes Voice, Chat, Email, SMS, and Social media interactions. Our platform connects with over 40 partner applications, ensuring smooth integration. Experience precise forecasting and scheduling capabilities, alongside real-time management features. It's powerful, user-friendly, and budget-friendly, making it perfectly suited for call centers. Puzzel equips you with all the necessary tools to provide outstanding customer experiences and foster business growth. Engage with customers on their preferred channels, create sophisticated AI-driven self-service options, and enhance your team's productivity to boost efficiency and sales, all within our intuitive cloud-based platform. By staying informed about the latest trends in customer experience and technology, we help you remain competitive in a rapidly evolving market. With Puzzel, you can focus on what matters most: building strong relationships with your customers.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Autotask PSA
Yes
ChatGPT
Yes
Cisco CX Cloud
Yes
ConnectWise Automate
Yes
Device42
Yes
Facebook Messenger
Yes
HaloITSM
Yes
HubSpot Customer Platform
Yes
Instagram Ads
Yes
Microsoft Dynamics 365 Business Central
Yes
Integrations
Autotask PSA
No
ChatGPT
No
Cisco CX Cloud
No
ConnectWise Automate
No
Device42
No
Facebook Messenger
No
HaloITSM
No
HubSpot Customer Platform
No
Instagram Ads
No
Microsoft Dynamics 365 Business Central
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
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
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
Puzzel
Country
Norway
Website
www.puzzel.com
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
Call Center
Blended Call Center
No
Call Logging
No
Call Recording
No
Call Scripting
No
Campaign Management
No
Database
No
Escalation Management
No
IVR / Voice Recognition
No
Inbound Call Center
No
Manual Dialer
No
Outbound Call Center
No
Predictive Dialer
No
Progressive Dialer
No
Queue Management
No
Real-time Chat
No
Reporting/Analytics
No
Chatbot
Call to Action
No
Context and Coherence
No
Human Takeover
No
Inline Media / Videos
No
Machine Learning
No
Natural Language Processing
No
Payment Integration
No
Prediction
No
Ready-made Templates
No
Reporting / Analytics
No
Sentiment Analysis
No
Social Media Integration
No
Customer Service
Alerts / Escalation
No
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
No
Live Chat
No
Performance Metrics
No
Queue Management
No
Self Service Portal
No
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
No
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
Ticketing
Barcode / Ticket Scanning
No
Box Office Management
No
Concessions Management
No
Customer Database
No
Event Management
No
Fundraising Management
No
General Admission
No
Kiosk Ticketing
No
Mobile Ticketing
No
Online Ticketing
No
Onsite Ticketing
No
POS
No
Print-at-Home
No
Reserved Seating
No
Season Tickets
No
Ticket Brokering
No
VIP & Discount Tickets
No
Workforce Management
Budgeting & Forecasting
No
Contractor Management
No
Employee Lifecycle Management
No
Labor Projection
No
Performance Appraisal
No
Recruiting Management
No
Scheduling
No
Skills Tracking
No
Time & Attendance
No
Variable Workforce
No
