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Ratings and Reviews 0 Ratings
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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 Moments?
Quickly gain valuable insights from customer interactions, enabling you to pinpoint the main issues that irritate them and negatively affect your business. With just a few clicks, you can efficiently sort and analyze vast amounts of customer support requests, tickets, and live chat sessions. The conventional approach of manually tagging tickets can be laborious and inconsistent, often resulting in crucial details being overlooked and many support tickets remaining untagged. Cx Moments AI excels beyond your agents by tagging tickets with greater speed and accuracy, no matter how intricate the categorization may be. Moreover, we can retroactively assign new tags or categories to your entire ticket history, ensuring nothing is missed. Cx Moments further enhances your workflow by providing automatic summaries of customer inquiries based on department, which helps you highlight specific issues pertinent to each team. With a single click, you can discover which contact drivers are increasing and require prompt action. This system also reveals areas where your agents may struggle, indicating possible training opportunities to boost their effectiveness. By harnessing these insights, your organization can dramatically elevate customer satisfaction and improve overall operational efficiency, setting the stage for long-term success. Enhanced visibility into customer interactions can lead to proactive measures that strengthen relationships and drive loyalty.
Integrations Supported
Freshdesk
Salesforce
Slack
Amazon Seller Central
Autotask PSA
Cisco CX Cloud
ConnectWise Automate
Device42
Facebook
HaloITSM
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
Price per user decreases as you grow
Pricing Information
Pricing not provided
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
On-Prem
Chromebook
Supported Platforms
SaaS
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
Company Facts
Organization Name
HaloCSM
Company Location
United Kingdom
Company Website
www.usehalo.com
Company Facts
Organization Name
Cx MOMENTS
Date Founded
2016
Company Location
Ireland
Company Website
www.cxmoments.com
Categories and Features
Contact Center Knowledge Base
Not specified
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
Artificial Intelligence
Chatbot
For Sales
Predictive Analytics
Process/Workflow Automation
Customer Service
Alerts / Escalation
Performance Metrics
Surveys & Feedback
Text Mining
Boolean Queries
Document Filtering
Graphical Data Presentation
Language Detection
Predictive Modeling
Sentiment Analysis
Summarization
Tagging
Taxonomy Classification
Text Analysis
Topic Clustering