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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 AnswerGPT?

Revolutionize your customer service approach with AnswerGPT™, a cutting-edge generative AI platform designed to elevate the effectiveness of your support team, resulting in faster problem resolutions, improved customer satisfaction, and lower operational expenses. By transforming your company's knowledge into agile and responsive answers, your team can quickly address challenges while enhancing the quality of their responses, ensuring that customer contentment remains at the forefront of your operations. This state-of-the-art system automatically handles common inquiries, categorizes similar questions, and empowers your staff to focus on more pressing issues. AptEdge effortlessly integrates with all the tools you depend on—such as knowledge bases, ticketing systems, issue tracking platforms, CRMs, code repositories, and collaboration tools—ensuring comprehensive coverage of your needs. No matter what applications you use, we have the solution for you. Boost your sales team's competitive edge, allow developers to concentrate on coding tasks, and support product teams in refining their offerings with greater efficiency. Equip your agents to instantly become knowledgeable resources while retaining full awareness of emerging trends, enabling proactive management of potential issues before they impact your business. With such an all-encompassing solution at your disposal, your organization is poised to succeed in today’s dynamic market environment, paving the way for future growth and adaptability. Embrace this transformation and witness the remarkable benefits it brings to your customer service operations.

Media

Media

Integrations Supported

ChatGPT
Jira
Microsoft Teams
Salesforce
ServiceNow
Slack
Active Directory
Amazon Seller Central
Cisco CX Cloud
HaloITSM
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Intune
Okta
PagerDuty
TeamViewer
Zapier
Zendesk
Zoom

Integrations Supported

ChatGPT
Jira
Microsoft Teams
Salesforce
ServiceNow
Slack
Active Directory
Amazon Seller Central
Cisco CX Cloud
HaloITSM
HubSpot Customer Platform
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Intune
Okta
PagerDuty
TeamViewer
Zapier
Zendesk
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

£59 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
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

AptEdge

Company Website

www.aptedge.io

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

Conversational AI

Code-free Development
Contextual Guidance
For Developers
Intent Recognition
Multi-Languages
Omni-Channel
On-Screen Chats
Pre-configured Bot
Reusable Components
Sentiment Analysis
Speech Recognition
Speech Synthesis
Virtual Assistant

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