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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 E-Track?

E-Track is a versatile customer service software designed specifically for small to medium-sized businesses and agencies, enabling the efficient management of trouble tickets from their creation to resolution, while also maximizing resource utilization. This all-in-one solution works effortlessly on both web and local area network platforms, offering a comprehensive strategy for customer service management. With its powerful online interface, E-Track incorporates numerous features such as alert systems, escalation methods, appointment management, and a rich knowledge base, all available in a single, unified platform. By simplifying these workflows, E-Track not only boosts operational efficiency but also greatly improves customer satisfaction levels. Furthermore, its user-friendly design ensures that both staff and clients can easily navigate and utilize the system to resolve issues promptly.

Media

Media

Integrations Supported

Amazon Seller Central
ConnectWise Automate
Device42
Facebook
Facebook Ads
Facebook Messenger
Google
HubSpot Customer Platform
Instagram
Jira
Lansweeper
Mattermost
Microsoft Dynamics 365 Business Central
RingCentral RingCX
Salesforce
Shopify
Slack
Splunk Cloud Platform
WhatsApp
Zapier

Integrations Supported

Amazon Seller Central
ConnectWise Automate
Device42
Facebook
Facebook Ads
Facebook Messenger
Google
HubSpot Customer Platform
Instagram
Jira
Lansweeper
Mattermost
Microsoft Dynamics 365 Business Central
RingCentral RingCX
Salesforce
Shopify
Slack
Splunk Cloud Platform
WhatsApp
Zapier

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
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

AdvanTec Information Systems

Date Founded

1998

Company Location

United States

Company Website

www.advantecis.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

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

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