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What is HaloCRM?

HaloCRM is an all-in-one customer service platform tailored for teams aiming to enhance their effectiveness in managing customer interactions. This versatile solution enables teams to oversee conversations across various channels, including Twitter, Facebook, Facebook Messenger, SMS, email, chat, and phone, ensuring that no customer inquiry goes unanswered, which ultimately boosts customer satisfaction through expanded communication options. With HaloCRM, support can be delivered through multiple mediums, including email, text, voice, and chat, allowing for flexibility in addressing customer needs. For larger customer service teams with intricate workflows, HaloCRM offers robust capabilities to manage complex processes through its intuitive drag-and-drop configuration and pre-built workflows. By utilizing HaloCRM, organizations can streamline customer prioritization and maintain a cohesive help desk, complete with integrated customer context for improved tracking of conversations and interactions. With such comprehensive features, teams can adapt to the ever-evolving demands of customer service while ensuring a seamless experience for their clientele.

What is Halo?

The Halo Case Management System provides a broad range of services in health and social care, particularly focusing on recovery initiatives for both adult and youth populations confronting substance use issues. It comes equipped with tools for assessing and monitoring outcomes, featuring a comprehensive toolkit that allows for effective measurement of progress. Designed to foster collaboration, the system supports a seamless transition through various stages, from prevention to recovery. Users can efficiently oversee cases involving individuals, groups, or properties, while also generating detailed reports on multiple outcomes. Furthermore, the Halo System guarantees that the data gathered is both thorough and tailored to meet your specific requirements. By optimizing these workflows, it significantly improves the overall delivery of services within the health and social care fields. This enhancement in service provision not only benefits the organizations using it but also the individuals they aim to support.

Media

Media

Integrations Supported

AnyDesk
Autotask PSA
Device42
Facebook
Facebook Ads
Facebook Messenger
Forethought
Freshdesk
Google
HubSpot CRM
Jira
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
PagerDuty
Prometheus
Salesforce
TeamViewer
Trustpilot
X (Twitter)
Zapier

Integrations Supported

AnyDesk
Autotask PSA
Device42
Facebook
Facebook Ads
Facebook Messenger
Forethought
Freshdesk
Google
HubSpot CRM
Jira
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
PagerDuty
Prometheus
Salesforce
TeamViewer
Trustpilot
X (Twitter)
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

£59 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HaloCRM

Company Location

United Kingdom

Company Website

halocrm.io

Company Facts

Organization Name

Footwork Solutions

Date Founded

1996

Company Location

United Kingdom

Company Website

www.halosystem.co.uk

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Categories and Features

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

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