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Average Ratings 0 Ratings
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
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
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
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
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