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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
Livepro is the ideal Knowledge Management solution for Customer Service/Experience. Livepro can be used in any setting, including behind the counter, on the field, or customer self-service. It has the tools to increase cx scores and reduce training times. It also helps ensure compliance and staff engagement. Livepro is a purpose-built Knowledge Management system for customer experience. We are focused on providing answers to agents and not lengthy, complex documents. Livepro's powerful features such as search and easy-to-follow process guidance make this possible. Livepro is easy to use and requires little training. This increases staff confidence and customer satisfaction while reducing AHT and training costs. Customers will be more satisfied with livepro by reducing AHT by 25% and reducing transfers by as much as 35% Increased staff engagement and shorter induction-training periods. Increase Compliance and Risk with Authored Content & SOC Certified Secured data.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Microsoft Teams
Yes
Salesforce
Yes
Slack
Yes
3CX
Yes
AnyDesk
Yes
Autotask PSA
Yes
ConnectWise Automate
Yes
Genesys Cloud CX
No
Google
Yes
HubSpot CRM
Yes
Integrations
Microsoft Teams
Yes
Salesforce
Yes
Slack
Yes
3CX
No
AnyDesk
No
Autotask PSA
No
ConnectWise Automate
No
Genesys Cloud CX
Yes
Google
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
Pricing scales with your team size and the advanced features you need. Reach out and we'll provide the price for the features your team requires.
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
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
livepro
Founded
2001
Country
Australia | USA
Website
www.livepro.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
No
Call Logging
No
Call Recording
No
Call Scripting
No
Campaign Management
No
Database
No
Escalation Management
No
IVR / Voice Recognition
No
Inbound Call Center
No
Manual Dialer
No
Outbound Call Center
No
Predictive Dialer
No
Progressive Dialer
No
Queue Management
No
Real-time Chat
No
Reporting/Analytics
No
Customer Experience
Action Management
No
Analytics
Yes
Customer Segmentation
No
Dashboard
Yes
Feedback Management
Yes
Knowledge Management
Yes
Multi-Channel Collection
Yes
Sentiment Analysis
No
Survey Management
Yes
Text Analysis
Yes
Trend Analysis
Yes
Customer Service
Alerts / Escalation
Yes
Appointment Management
No
Call Center Management
Yes
Email Management
Yes
Knowledge Base
Yes
Live Chat
Yes
Performance Metrics
Yes
Queue Management
No
Self Service Portal
Yes
Social Media Integration
Yes
Surveys & Feedback
Yes
Virtual Assistant
Yes
Workflow Management
Yes
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
Yes
Collaboration
Yes
Content Management
Yes
Decision Tree
Yes
Discussion Boards
Yes
Full Text Search
Yes
Knowledge Base Management
Yes
Self Service Portal
Yes
Training
Academic / Education
No
Asynchronous Learning
No
Blended Learning
No
Built-In Course Authoring
No
Built-in LMS
No
Certification Management
No
Corporate / Business
No
Learner Portal
No
Mobile Learning
No
Simulation
No
Synchronous Learning
No
Training Companies
No
eCommerce
No
Work Instructions
Branding & Style Sheets
Yes
Content Management System
Yes
Drag and Drop
Yes
Dynamic Tags
Yes
Employee Feedback
Yes
Guide Approval Workflows
Yes
Media Editor
Yes
Multi-Brand Publishing
Yes
Rich Text Editor
Yes
SSO (SAML)
Yes
Translations
Yes
User Management
Yes
Version Control
Yes
