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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 CX Connected Portal?
Elevate the satisfaction levels of your clients and partners by providing a tailored self-service experience through a dedicated portal and mobile application that seamlessly interfaces with your CRM, ERP, and customer support systems. Create a customer-oriented portal utilizing pre-made templates that feature flexible layouts, optional widgets, and interconnected forms. Empower customers to submit and track their support inquiries, delve into knowledge base articles, and obtain product details. Design a customized, intuitive mobile application that delivers an easy-to-navigate self-service experience customized to align with your customers' preferences. Ensure users receive timely updates regarding their support cases, renewals, and orders, while also recommending related products and services to enhance cross-selling potential and drive revenue growth. This all-encompassing strategy not only boosts customer engagement but also cultivates a sense of loyalty and satisfaction among your clientele, leading to long-term relationships. By prioritizing the user experience, you position your business as a leader in customer service excellence.
Integrations Supported
Active Directory
AnyDesk
Device42
GfK Etilize
Instagram
Instagram Ads
Jira
Lansweeper
Mattermost
Meta Ads
Integrations Supported
Active Directory
AnyDesk
Device42
GfK Etilize
Instagram
Instagram Ads
Jira
Lansweeper
Mattermost
Meta Ads
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
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
MobileForce Software
Company Location
United States
Company Website
www.mobileforcesoftware.com
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
Channel Management
Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management