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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 EV Self Help?

Broaden your understanding beyond traditional knowledge management platforms. With EV Self Help, our cutting-edge employee self-service solution, you can seamlessly capture, share, and assess knowledge in innovative ways. This software offers users a more interactive and captivating approach to information access, emulating the warmth of human interaction, thanks to its advanced natural language processing (NLP) capabilities and contextual understanding. The user-friendly drag-and-drop design studio enables the quick creation of Q&A decision trees, facilitating swift implementation. EasyVista Self Help also accommodates various document types and multimedia elements—including videos and images—enhancing the user experience and empowering individuals to troubleshoot independently. Moreover, the quickstart feature simplifies the transition for subject matter experts, allowing them to effortlessly transform existing knowledge documents into structured guided procedures and FAQs, thus optimizing knowledge management like never before. As a result, this harmonious blend of technology and user experience fosters a more informed and competent workforce, ready to tackle challenges with confidence. Consequently, organizations can expect to see a significant boost in productivity and employee satisfaction.

Media

Media

Integrations Supported

Microsoft Teams
Salesforce
Autotask PSA
Cisco CX Cloud
Freshdesk
HaloITSM
HubSpot CRM
Instagram
Meta Ads
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
OpenAI
PagerDuty
RingCentral RingCX
Twilio
X (Twitter)
Zoom

Integrations Supported

Microsoft Teams
Salesforce
Microsoft Excel
Microsoft Word

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

Pricing not provided

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
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

HaloCSM

Company Location

United Kingdom

Company Website

www.usehalo.com

Company Facts

Organization Name

EasyVista

Company Location

United States

Company Website

www.easyvista.com/products/employee-self-service-software

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

Chatbot

Not specified

Conversational AI

Not specified

Knowledge Management

Not specified

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