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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
There There is an innovative helpdesk solution developed by Spatie in Belgium that integrates AI assistance with human oversight. This platform consolidates various email channels and an embeddable chat widget into a single workspace, leveraging documentation, written articles, and previously resolved tickets to generate responses and summarize discussions. The AI generates drafts which are then sent out by a human operator. Automation capabilities utilize triggers, conditions, and actions to ensure that the appropriate context and ticket management tasks are executed. Each workspace can accommodate all the products managed by the team. Customer information is securely stored on EU infrastructure through UpCloud, while the AI functionalities utilize OpenAI technology. Transactional emails are routed via Postmark. Additionally, There There adheres to GDPR regulations and enters into Data Processing Agreements as necessary. For teams that require extended capabilities, features such as API access, webhooks, Discord and Slack notifications with real-time ticket context, a beta command-line interface, and tools tailored for agents are also provided. The system not only enhances efficiency but also enriches customer interactions.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Slack
Yes
3CX
Yes
Active Directory
Yes
GfK Etilize
Yes
HaloITSM
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Instagram Ads
Yes
Jira
Yes
Meta Ads
Yes
Integrations
Slack
Yes
3CX
No
Active Directory
No
GfK Etilize
No
HaloITSM
No
HubSpot CRM
No
HubSpot Customer Platform
No
Instagram Ads
No
Jira
No
Meta Ads
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
$59/user/month
Pay per user: $59 per user/month, up to 2 channels; guests and clients are free. Unlimited: $349/month billed annually, or $399/month billed monthly, with unlimited users and channels. Prices shown in USD exclude VAT. Nonprofit discount: 10%. The pricing FAQ also displays €49 per active user/month for the per-user plan.
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Vendor Details
Company Name
Spatie
Country
Belgium
Website
there-there.app/
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
Help Desk
Alerts / Escalation
No
Automated Routing
No
Community Forums
No
Customizable Branding
No
Document Storage
No
Email Integration
No
IT Asset Management
No
Incident Management
No
Interaction Tracking
No
Knowledge Base
No
Known Issue Management
No
Live Chat
No
Multi-Channel Communication
No
Multiple Brands / Products
No
Network Monitoring
No
Real-time Chat
No
Self Service Portal
No
Service Level Agreement (SLA) Management
No
Ticket Management
No
