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What is HaloCSM?
HaloCSM is a unified customer management system intended to connect sales, marketing, and customer service activities on one platform. It gives organizations a shared environment for managing leads, opportunities, campaigns, communications, support interactions, reporting, and customer data. Sales teams can automatically capture leads, score them against an ideal customer profile, route them to the appropriate representative, and track activity throughout the deal cycle. Pipeline tools include stage-based automation, approvals, follow-up tasks, multi-pipeline support, deal histories, and weighted sales forecasting. Marketing capabilities can be used alongside sales and service workflows so teams do not have to maintain customer information across disconnected applications. HaloCSM keeps emails, sales activity, campaign touches, and support tickets connected to a common customer record, helping teams see the history of the relationship from initial engagement through renewal. The platform also includes AI functionality designed to support workflows, automation, productivity, and customer engagement. Business administrators can create and modify pipelines, fields, dashboards, and workflow rules without relying on lengthy consulting projects. Integration capabilities include a REST API, webhooks, sandbox environments, audit logs, and connections with tools used for email, telephony, ERP, accounting, calendars, and collaboration. Organizations can deploy HaloCSM through Halo Cloud, private cloud environments, or on-premise infrastructure while using features such as SSO, SAML, OIDC, role-based access controls, and audit logging. HaloCSM is positioned as an alternative to fragmented customer management stacks for organizations that want sales, marketing, service, automation, reporting, integrations, and security capabilities under a single pricing and product structure.
What is AgentHub?
AgentHub's real-time guidance equips agents with essential information precisely when they require it, enabling them to address customer inquiries swiftly and confidently. This innovative system streamlines the resolution process, allowing any agent to effectively handle calls with ease. With AgentHub's Next-Best-Action framework, training duration is significantly reduced, alleviating the stress and uncertainty often associated with customer interactions. The user-friendly design ensures that even those new to the role can excel as top agents almost immediately. However, before we can tailor Vistio AgentHub to your needs, it's crucial to gain a thorough understanding of your existing processes and the specific challenges you encounter. We prioritize these insights, leveraging our extensive experience in contact centers to configure Vistio for immediate, impactful results. Our dedicated team manages the entire implementation and maintenance process, simplifying the onboarding experience for your staff. Ultimately, we deliver AgentHub at a cost and time efficiency that surpasses traditional technology solutions, allowing you to focus on what truly matters—your customers. Furthermore, with our ongoing support, your team will continuously evolve and adapt to meet future demands with confidence.
Integrations Supported
Autotask PSA
ChatGPT
Cisco CX Cloud
ConnectWise Automate
Device42
Facebook Messenger
GfK Etilize
HubSpot Customer Platform
Jira
Microsoft Dynamics 365 Business Central
Integrations Supported
Autotask PSA
ChatGPT
Cisco CX Cloud
ConnectWise Automate
Device42
Facebook Messenger
GfK Etilize
HubSpot Customer Platform
Jira
Microsoft Dynamics 365 Business Central
API Availability
Has API
API Availability
Has API
Pricing Information
£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 Version
Free Trial Offered?
Pricing Information
Visit our website for more information on pricing.
Free Version
Free Trial Offered?
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
HaloCSM
Company Location
United Kingdom
Company Website
www.usehalo.com
Company Facts
Organization Name
Vistio
Date Founded
2017
Company Location
United States
Company Website
www.vistio.io/agenthub/
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