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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
Facilitate self-service and personalized content at key points along the customer journey. Transform technical content that you already have
into a great self-service experience. Customers need personalized, relevant, and easy-to find answers in your documentation portal, community or support site. Remote workers can benefit from real-time guidance that analyses each case and recommends relevant technical content. Enhance your product's value and customer experience by understanding where friction is occurring and how customers interact with your content. Zoomin seamlessly integrates with many of the most popular platforms and tools, providing a scalable solution that provides your customers with the answers they need, without requiring you to change your workflow.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Jira
Yes
Salesforce
Yes
ServiceNow
Yes
3CX
Yes
Adobe Analytics
No
ConnectWise Automate
Yes
Facebook
Yes
Freshdesk
Yes
Google
Yes
Jive
No
Integrations
Jira
Yes
Salesforce
Yes
ServiceNow
Yes
3CX
No
Adobe Analytics
Yes
ConnectWise Automate
No
Facebook
No
Freshdesk
No
Google
No
Jive
Yes
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
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)
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
Zoomin Software
Founded
2015
Country
United States
Website
www.zoominsoftware.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
Customer Service
Alerts / Escalation
No
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
Yes
Live Chat
No
Performance Metrics
No
Queue Management
No
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
Yes
Software Documentation
Access Roles / User Permissions
Yes
Automatic Documentation Generation
Yes
Collaboration Tools
No
Docs Web Hosting
No
Feedback Capture
Yes
Markdown Support
No
Multiple Formats Support
Yes
Multiple Versions Support
Yes
Version Control
No
WYSIWIG Editor
Yes
Webhooks
Yes
reStructured Text Support
No
