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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
SupportLogic is an AI-powered platform designed to improve enterprise support and customer success operations. Its Cognitive AI Cloud processes unstructured data across support channels—like email, chat, and voice—to surface real-time insights around sentiment, urgency, churn risk, and product feedback. These insights drive a suite of AI agents that help with smart case routing, summarization, escalation prevention, coaching, and account health monitoring. The platform integrates directly with CRMs like Salesforce and Zendesk and tools like Slack and Snowflake—amplifying existing systems without disruption. With enterprise-grade security and compliance, SupportLogic helps global teams cut escalations, streamline operations, and improve customer experience.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Freshdesk
Yes
Jira
Yes
Microsoft Teams
Yes
Salesforce
Yes
ServiceNow
Yes
Slack
Yes
Amazon Seller Central
Yes
Autotask PSA
Yes
Azure AI Translator
Yes
ConnectWise Automate
Yes
Integrations
Freshdesk
Yes
Jira
Yes
Microsoft Teams
Yes
Salesforce
Yes
ServiceNow
Yes
Slack
Yes
Amazon Seller Central
No
Autotask PSA
No
Azure AI Translator
No
ConnectWise Automate
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
SupportLogic Core SX and Resolve SX platforms are usage-based pricing, and add-on modules are priced per license.
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
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
Yes
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
SupportLogic
Founded
2016
Country
United States
Website
www.supportlogic.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
Artificial Intelligence
Chatbot
No
For Healthcare
No
For Sales
No
For eCommerce
No
Image Recognition
No
Machine Learning
Yes
Multi-Language
No
Natural Language Processing
Yes
Predictive Analytics
Yes
Process/Workflow Automation
Yes
Rules-Based Automation
No
Virtual Personal Assistant (VPA)
No
Customer Experience
Action Management
No
Analytics
Yes
Customer Segmentation
No
Dashboard
Yes
Feedback Management
No
Knowledge Management
Yes
Multi-Channel Collection
No
Sentiment Analysis
Yes
Survey Management
No
Text Analysis
Yes
Trend Analysis
Yes
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
Yes
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
Yes
