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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
Craft a seamless and efficient customer journey that spans multiple channels without any hassle. Discover our AI-driven, automation-first solutions designed for everyday use. Annually, we introduce numerous new features, solutions, and integrations to ensure our platform remains at the forefront of customer experience technology and emerging trends. Our focus on automation enhances vital customer service processes through the power of Talkdesk AI. But don’t just take our word for it; explore testimonials in various formats showing how our clients successfully satisfy their own customers. Transform your customer service operations with CX Cloud, a comprehensive suite of enterprise-grade, integrated applications designed for customer self-service, omnichannel interaction, workforce engagement, employee collaboration, and analytics – all within a single cloud-native environment. Impress your agents with a user-friendly interface and enhance your contact center's flexibility by effortlessly adjusting every component of CX Cloud, from IVR routing protocols to the agent interface. With these tools, you can ensure a consistently exceptional experience for both your team and your customers.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Freshdesk
Yes
Google
Yes
Microsoft 365
Yes
Microsoft Teams
Yes
Slack
Yes
Zoom
Yes
Cisco CX Cloud
Yes
Facebook
Yes
Forethought
Yes
HubSpot CRM
Yes
Integrations
Freshdesk
Yes
Google
Yes
Microsoft 365
Yes
Microsoft Teams
Yes
Slack
Yes
Zoom
Yes
Cisco CX Cloud
No
Facebook
No
Forethought
No
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
$85 per month
Select the Talkdesk edition right for you and stay ahead of customer needs with digital, AI, and industry-specific products.
Talkdesk has 4 pricing editions, from $85 to $225. A free trial of Talkdesk is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.
Talkdesk has 4 pricing editions, from $85 to $225. A free trial of Talkdesk is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.
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
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
Talkdesk
Founded
2011
Country
United States
Website
www.talkdesk.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
Call Center
Blended Call Center
Yes
Call Logging
Yes
Call Recording
Yes
Call Scripting
No
Campaign Management
No
Database
No
Escalation Management
Yes
IVR / Voice Recognition
Yes
Inbound Call Center
Yes
Manual Dialer
Yes
Outbound Call Center
Yes
Predictive Dialer
No
Progressive Dialer
No
Queue Management
Yes
Real-time Chat
Yes
Reporting/Analytics
Yes
Call Recording
Archiving
Yes
Call Sharing
Yes
Distributed Call Recording
Yes
Event Triggered Recording
Yes
File Transfer
No
Instant Retrieval
Yes
On-Demand Recording
Yes
Recording Bookmarking
Yes
Scheduled Recording
Yes
Screen Activity Recording
No
Video Call Recording
No
Customer Service
Alerts / Escalation
Yes
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
No
Live Chat
No
Performance Metrics
Yes
Queue Management
No
Self Service Portal
No
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
No
IVR
Call Center
Yes
Call Logging
Yes
Call Recording
Yes
Call Routing
Yes
Multiple Scripts
Yes
Phone Key Input
Yes
Survey Management
No
Text to Speech
Yes
Voice Customization
Yes
Voice Mail
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Telephony
Auto-Dialer
No
Call Center Management
Yes
Call Monitoring
Yes
Contact Management
Yes
IVR / Voice Recognition
Yes
Inbound Reporting
Yes
Outbound Reporting
Yes
Predictive Dialer
No
Telemarketing Management
Yes
VoIP
Yes
Voice & Data Integration
Yes
Unified Communications
Audio / Video Conferencing
No
Calendar Management
No
Call Recording
No
Call Routing
No
Chat / Messaging
No
Fax Management
No
File Sharing
No
Mobile Access
No
Multi-User Collaboration
No
Voice Mail
No
Workforce Optimization (WFO)
Interaction Analytics
No
Liability Recording
No
Performance Management
No
Quality Management
No
Real-time Guidance
No
Reporting
No
Speech Analytics
No
Surveying
No
Workforce Management
No
eLearning
No
