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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
500+ businesses use the Customer Support & Helpdesk software daily. This software is for high-growth companies that want to grow without the need for additional agents.
1. You can resolve up to 50% of the issues before they reach agents. To resolve all tickets, you can create your own self-service flow. You can grow without having to hire more agents.
2. No more switching tabs. Richpanel displays customer and order data in rich context next to each ticket. Agents can save a lot of time. Shopify, Shopify Plus and Magento are all possible integrations.
3. All your support channels can be managed from one place. Customers can contact you via chat or email, facebook, Instagram, phone, SMS, and you can respond to their queries from one beautiful dashboard.
4. Automate your productivity. Automately collect visitor emails, set reply time expectations, qualify visitors, and perform skill-based routing.
5 Flexible reporting platform. Beautiful UI to improve team productivity, revenue impact and satisfaction
API Access
Has API
Yes
API Access
Has API
No
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Shopify
Yes
Attentive
No
Device42
Yes
HaloITSM
Yes
Lansweeper
Yes
Magento
No
Meltano
No
Okta
Yes
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Shopify
Yes
Attentive
Yes
Device42
No
HaloITSM
No
Lansweeper
No
Magento
Yes
Meltano
Yes
Okta
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
$59/agent/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
No
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
Richpanel
Founded
2019
Country
United States
Website
richpanel.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
Yes
Email Management
Yes
Knowledge Base
No
Live Chat
Yes
Performance Metrics
Yes
Queue Management
Yes
Self Service Portal
Yes
Social Media Integration
Yes
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
No
Incident Management
Yes
Interaction Tracking
Yes
Knowledge Base
No
Known Issue Management
Yes
Live Chat
Yes
Multi-Channel Communication
Yes
Multiple Brands / Products
Yes
Network Monitoring
No
Real-time Chat
Yes
Self Service Portal
Yes
Service Level Agreement (SLA) Management
Yes
Ticket Management
Yes
Live Chat
Canned Responses
Yes
Customizable Branding
Yes
Geo Targeting
Yes
Offline Form
Yes
Proactive Chat
No
Screen Sharing
No
Third Party Integration
No
Transfers / Routing
Yes
Website Visitor Tracking
Yes
