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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
AI-driven Conversational Customer Engagement enhances both automated and agent-assisted customer experience channels. Implementing self-service solutions has been shown to reduce customer contact by as much as 50%, while simultaneously boosting engagement and improving overall satisfaction. Synthetix's intuitive AI-powered FAQ self-service software provides customers with a quick, relevant, and user-friendly method to seek answers and explore FAQ content by inputting naturally phrased inquiries, all without consuming valuable resources from your customer care team. This innovative approach to customer engagement, exemplified by the Synthetix FAQ Chatbot or Virtual Agent, not only addresses customer inquiries but also has the potential to generate new revenue streams. Our advanced chatbot technology proactively assists customers from their very first interaction with your brand, assessing their needs and collaborating with your CRM to tailor their experience, thereby generating leads and strategically directing them to the most suitable contact channels for further assistance. By embracing this next-level solution, businesses can expect to see increased efficiency and improved customer satisfaction.
API Access
Has API
Yes
API Access
Has API
No
Integrations
3CX
Yes
Active Directory
Yes
Autotask PSA
Yes
Cisco CX Cloud
Yes
Crypkit
No
Facebook
Yes
Facebook Messenger
Yes
Freshdesk
Yes
Frontier Wallet
No
HubSpot CRM
Yes
Integrations
3CX
No
Active Directory
No
Autotask PSA
No
Cisco CX Cloud
No
Crypkit
Yes
Facebook
No
Facebook Messenger
No
Freshdesk
No
Frontier Wallet
Yes
HubSpot CRM
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
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
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
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
Synthetix
Founded
2001
Country
United Kingdom
Website
www.synthetix.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
Chatbot
Call to Action
No
Context and Coherence
No
Human Takeover
No
Inline Media / Videos
No
Machine Learning
No
Natural Language Processing
No
Payment Integration
No
Prediction
No
Ready-made Templates
No
Reporting / Analytics
No
Sentiment Analysis
No
Social Media Integration
No
Conversational AI
Code-free Development
No
Contextual Guidance
Yes
For Developers
Yes
Intent Recognition
Yes
Multi-Languages
Yes
Omni-Channel
Yes
On-Screen Chats
Yes
Pre-configured Bot
Yes
Reusable Components
Yes
Sentiment Analysis
Yes
Speech Recognition
No
Speech Synthesis
Yes
Virtual Assistant
Yes
Customer Service
Alerts / Escalation
Yes
Appointment Management
Yes
Call Center Management
No
Email Management
No
Knowledge Base
Yes
Live Chat
Yes
Performance Metrics
No
Queue Management
Yes
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
Yes
Virtual Assistant
No
Workflow Management
No
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
Yes
Content Management
Yes
Decision Tree
Yes
Discussion Boards
Yes
Full Text Search
Yes
Knowledge Base Management
Yes
Self Service Portal
Yes
Live Chat
Canned Responses
Yes
Customizable Branding
No
Geo Targeting
No
Offline Form
Yes
Proactive Chat
Yes
Screen Sharing
No
Third Party Integration
Yes
Transfers / Routing
No
Website Visitor Tracking
Yes
