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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
Support your customers as if you have a personal connection with them. Create engaging guides that assist your customers in achieving activation, resolving issues, and finding success based on their individual needs. Stonly simplifies the process of developing, sharing, and accessing knowledge, ensuring your team has the necessary resources and solutions to thrive. With Stonly, you can provide immediate, tailored assistance exactly when and where it is required. The platform features a robust collection of onboarding and adoption tools that merge detailed user data with real-time user actions, guiding them on customized paths toward their goals. These interactive guides are designed to adapt to each customer's unique preferences, enhancing their overall experience. Our versatile widget empowers customers to access personalized guidance whenever they need it, no matter their location. Easily integrate Stonly into your existing customer support, data management, and knowledge-sharing platforms to maximize its impact. This seamless integration fosters a more efficient support experience while ensuring that your customers feel valued and understood throughout their journey.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Freshdesk
Yes
WordPress
Yes
3CX
Yes
AnyDesk
Yes
Autotask PSA
Yes
Azure AI Translator
Yes
Front
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Lansweeper
Yes
Integrations
Freshdesk
Yes
WordPress
Yes
3CX
No
AnyDesk
No
Autotask PSA
No
Azure AI Translator
No
Front
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
Lansweeper
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
$49 per month
3 team members
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
No
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
Stonly
Founded
2018
Country
France
Website
stonly.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
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
No
Content Management
No
Decision Tree
No
Discussion Boards
No
Full Text Search
No
Knowledge Base Management
No
Self Service Portal
No
Work Instructions
Branding & Style Sheets
No
Content Management System
No
Drag and Drop
No
Dynamic Tags
No
Employee Feedback
No
Guide Approval Workflows
No
Media Editor
No
Multi-Brand Publishing
No
Rich Text Editor
No
SSO (SAML)
No
Translations
No
User Management
No
Version Control
No
