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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Zapia serves as a personal AI assistant tailored for Latin America, designed to enhance efficiency by helping users save both time and money while managing daily tasks through platforms such as WhatsApp, the Zapia application, or the web. By using text or voice commands, users can rely on Zapia to organize their schedules, oversee WhatsApp communications, manage emails, discover the best deals, compare various products, verify stock and availability, generate quotes, book reservations, set reminders, plan actions, and assist with routine activities. The assistant is designed to align seamlessly with users' existing communication habits, making interactions with AI as effortless as sending a voice message or conversing with a friend. Additionally, Zapia can transcribe and summarize voice notes from WhatsApp, respond to messages, schedule future WhatsApp communications, distill conversations into key points, identify outstanding tasks, analyze PDF documents, provide summaries of news articles and videos, conduct web searches, and assist users in locating nearby products or services with concrete options rather than mere links, ultimately transforming how tasks are handled in everyday life.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

WhatsApp Yes 
3CX Yes 
Cisco CX Cloud Yes 
Facebook Ads Yes 
Gmail No 
Google Calendar No 
Instagram Yes 
Jira Yes 
Lansweeper Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Okta Yes 
QuickBooks Online Yes 
ServiceNow Yes 
Shopify Yes 
Slack Yes 
TeamViewer Yes 
Twilio Yes 
WordPress Yes 
Zoom Yes 

Integrations

WhatsApp Yes 
3CX No 
Cisco CX Cloud No 
Facebook Ads No 
Gmail Yes 
Google Calendar Yes 
Instagram No 
Jira No 
Lansweeper No 
Microsoft 365 No 
Microsoft Dynamics 365 Business Central No 
Okta No 
QuickBooks Online No 
ServiceNow No 
Shopify No 
Slack No 
TeamViewer No 
Twilio No 
WordPress No 
Zoom No 

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
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 Yes 
iPad App No 
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 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

Zapia

Country

United States

Website

zapia.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

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