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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 CustomerWise?

If you are looking for a better way to manage customer interactions, Customerwise stands out as the perfect solution. This comprehensive tool for customer support and business process management, created by TechExcel, is tailored to meet the unique service requirements of B2B technology companies. Customerwise integrates an array of features into a single platform, including support and service ticket management, customer self-service capabilities, license and contract oversight, and a product knowledge repository. By adopting Customerwise, organizations can greatly improve their customer engagement and foster stronger relationships with their clients. With its user-friendly interface and robust functionalities, Customerwise is an invaluable asset for any business aiming to thrive in a competitive market.

Media

Media

Integrations Supported

Autotask PSA
Azure AI Translator
ChatGPT
Cisco CX Cloud
ConnectWise Automate
Facebook Ads
Google
Instagram
Jira
Lansweeper
Microsoft Intune
OpenAI
Prometheus
Salesforce
ServiceNow
Slack
TeamViewer
Trustpilot
Twilio
bvoip

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow

Pricing Information

Professional - $20 per user per month
Enterprise - $35 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem
Chromebook

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

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

TechExcel

Date Founded

1995

Company Location

United States

Company Website

www.techexcel.com

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Task Management

Customer Service

Alerts / Escalation
Appointment 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

Customer Service

Alerts / Escalation
Appointment Management
Knowledge Base
Performance Metrics
Queue Management
Self Service Portal
Surveys & Feedback
Workflow Management

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