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features
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support

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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

Salesforce Agentforce Service is a comprehensive customer service solution built to power intelligent, always-on support. It combines AI automation with human expertise to deliver seamless omni-channel experiences. Service Cloud centralizes customer data, cases, and knowledge into a single workspace. AI assistants guide service representatives with step-by-step action plans and real-time recommendations. Automated workflows accelerate resolutions and reduce repetitive manual tasks. Knowledge management tools ensure consistent, accurate responses across channels. Integrated Slack collaboration enables teams to swarm cases and solve issues faster. Incident detection and management capabilities minimize service disruptions. Self-service portals empower customers to resolve issues independently. Agentforce Service helps businesses increase satisfaction while lowering operational costs.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Freshdesk Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
RingCentral RingCX Yes 
Salesforce Yes 
TeamViewer Yes 
Twilio Yes 
Aprimo No 
Azure Marketplace No 
CT Mobile No 
InGenius No 
Microsoft Intune Yes 
QuickBooks Online Yes 
Scorebuddy No 
Scoro No 
TechSee No 
Truto No 
Vocalcom No 

Integrations

Freshdesk Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
RingCentral RingCX Yes 
Salesforce Yes 
TeamViewer Yes 
Twilio Yes 
Aprimo Yes 
Azure Marketplace Yes 
CT Mobile Yes 
InGenius Yes 
Microsoft Intune No 
QuickBooks Online No 
Scorebuddy Yes 
Scoro Yes 
TechSee Yes 
Truto Yes 
Vocalcom Yes 

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial No 
Free Version No 

Pricing Details

$75.00/month/user
Lightning Essentials - $25 per user per month
Lightning Professional - $75 per user per month
Lightning Enterprise - $150 per user per month
Lightning Unlimited - $300 per user per month
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 Yes 
iPad App Yes 
Android App Yes 
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

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.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

Bug Tracking

Backlog Management Yes 
Filtering Yes 
Issue Tracking Yes 
Release Management Yes 
Task Management Yes 
Ticket Management Yes 
Workflow Management Yes 

Call Center

Blended Call Center Yes 
Call Logging Yes 
Call Recording Yes 
Call Scripting Yes 
Campaign Management Yes 
Database No 
Escalation Management Yes 
IVR / Voice Recognition Yes 
Inbound Call Center Yes 
Manual Dialer Yes 
Outbound Call Center Yes 
Predictive Dialer Yes 
Progressive Dialer Yes 
Queue Management No 
Real-time Chat Yes 
Reporting/Analytics Yes 

Complaint Management

Case Management Yes 
Complaint Classification Yes 
Corrective Actions (CAPA) No 
Customer Complaint Tracking Yes 
Feedback Management Yes 
Forms Management Yes 
Issue Tracking Yes 
Quality Assurance Management Yes 
Routing Yes 
Self Service Portal Yes 
Social Media Monitoring Yes 
Survey Management No 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management No 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics Yes 
Queue Management No 
Self Service Portal Yes 
Social Media Integration No 
Surveys & Feedback Yes 
Virtual Assistant No 
Workflow Management Yes 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums Yes 
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 Yes 
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 

Issue Tracking

Assignment Management Yes 
Dashboard Yes 
Escalation Management Yes 
Issue Auditing Yes 
Issue Scheduling Yes 
Knowledge Base Yes 
Project Management Yes 
Recurring Issues Yes 
Scheduling Yes 
Task 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 

Live Chat

Canned Responses Yes 
Customizable Branding No 
Geo Targeting Yes 
Offline Form No 
Proactive Chat Yes 
Screen Sharing Yes 
Third Party Integration Yes 
Transfers / Routing Yes 
Website Visitor Tracking Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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