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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
Richdesk offers a comprehensive software solution for help desk and asset management.
It enables efficient prioritization and assignment of tickets to the appropriate agents while streamlining ticket queues, allowing for the documentation of resolutions that promote knowledge sharing and enhance service quality. The platform empowers both staff and customers to find solutions independently through a guided workflow, online knowledge base, service catalog, and real-time resolution updates. Simplifying routine help desk operations, it automates tasks such as ticket triage, assignment of agents, team notifications, SLA alerts, as well as the use of ticket templates and canned responses. Users can upload, monitor, and manage various asset categories by using customizable configuration item styles, along with maintaining service history. The software also provides agents, teams, and customers with insightful statistics, allows for one-click exports from ticket queues and asset lists, and features an integrated dashboard with a report generator. With all essential service management capabilities consolidated in one platform, Richdesk also includes self-service portals designed to minimize repetitive inquiries. Moreover, its fully-integrated asset management system ensures seamless tracking and organization.
API Access
Has API
Yes
API Access
Has API
No
Integrations
3CX
Yes
AnyDesk
Yes
ChatGPT
Yes
Facebook
Yes
Facebook Ads
Yes
Facebook Messenger
Yes
Freshdesk
Yes
Google
Yes
HaloITSM
Yes
Instagram
Yes
Integrations
3CX
No
AnyDesk
No
ChatGPT
No
Facebook
No
Facebook Ads
No
Facebook Messenger
No
Freshdesk
No
Google
No
HaloITSM
No
Instagram
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
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
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
Richdesk
Founded
1984
Country
United Kingdom
Website
www.richmondsys.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
Customer Service
Alerts / Escalation
Yes
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
Yes
Live Chat
No
Performance Metrics
Yes
Queue Management
No
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
Yes
Virtual Assistant
No
Workflow Management
No
Help Desk
Alerts / Escalation
Yes
Automated Routing
Yes
Community Forums
No
Customizable Branding
Yes
Document Storage
Yes
Email Integration
Yes
IT Asset Management
Yes
Incident Management
Yes
Interaction Tracking
Yes
Knowledge Base
Yes
Known Issue Management
Yes
Live Chat
No
Multi-Channel Communication
Yes
Multiple Brands / Products
Yes
Network Monitoring
Yes
Real-time Chat
Yes
Self Service Portal
Yes
Service Level Agreement (SLA) Management
Yes
Ticket Management
Yes
IT Asset Management
Asset Tracking
Yes
Audit Management
No
Compliance Management
No
Configuration Management
Yes
Contract/License Management
Yes
Cost Tracking
No
Depreciation Management
No
IT Service Management
Yes
Inventory Management
Yes
Maintenance Management
Yes
Procurement Management
No
Requisition Management
No
Supplier Management
Yes
ITSM
Asset Tracking
Yes
Availability Management
Yes
Change Management
Yes
Configuration Management
Yes
Contract/License Management
Yes
Dashboard
Yes
Incident Management
Yes
Problem Management
Yes
Project Management
Yes
Release & Deployment Management
Yes
Self Service Portal
Yes
Service Desk
CMDB
No
Change Management
No
IT Asset Management
No
Incident Management
No
Knowledge Base
No
Mobile Access
No
Procurement Management
No
Remote Control
No
SLA Management
No
Self Service Portal
No
