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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 Fidelis Halo?
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Integrations Supported
Okta
Slack
Autotask PSA
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Messenger
HubSpot CRM
HubSpot Customer Platform
Instagram Ads
Integrations Supported
Okta
Slack
Autotask PSA
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Messenger
HubSpot CRM
HubSpot Customer Platform
Instagram Ads
API Availability
Has API
API Availability
Has API
Pricing Information
£59 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
Free
Free full-featured Cloud Secure CSPM service for up to 10 IaaS accounts across any mix of supported cloud service providers. Includes one API key.
Free 15-day trial of the complete Halo platform and its add-on services for those considering Halo Essentials or Enterprise.
Free 15-day trial of the complete Halo platform and its add-on services for those considering Halo Essentials or Enterprise.
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
Fidelis Security
Date Founded
2002
Company Location
United States
Company Website
fidelissecurity.com/platforms/fidelis-halo/
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
Application Security
Analytics / Reporting
Open Source Component Monitoring
Source Code Analysis
Third-Party Tools Integration
Training Resources
Vulnerability Detection
Vulnerability Remediation
Audit
Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management
Cloud Security
Antivirus
Application Security
Behavioral Analytics
Encryption
Endpoint Management
Incident Management
Intrusion Detection System
Threat Intelligence
Two-Factor Authentication
Vulnerability Management
Cloud Workload Protection
Anomaly Detection
Asset Discovery
Cloud Gap Analysis
Cloud Registry
Data Loss Prevention (DLP)
Data Security
Governance
Logging & Reporting
Machine Learning
Security Audit
Workload Diversity
Container Security
Access Roles / Permissions
Application Performance Tracking
Centralized Policy Management
Container Stack Scanning
Image Vulnerability Detection
Reporting
Testing
View Container Metadata
Vulnerability Management
Asset Discovery
Asset Tagging
Network Scanning
Patch Management
Policy Management
Prioritization
Risk Management
Vulnerability Assessment
Web Scanning