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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 Gorgias?

Gorgias stands out as the top customer support solution for Shopify, significantly decreasing your initial response time by 30% and automating up to 30% of support tasks. Its robust integration feature enables you to modify or refund Shopify orders directly within Gorgias. Additionally, customers benefit from automated replies using template responses (macros) that include Shopify variables. You can conveniently oversee all customer communications—such as Facebook comments, social media interactions, and emails—consolidated in a single platform. This centralized management of customer interactions streamlines the support process, enhancing efficiency and response times.

Media

Media

Integrations Supported

Facebook
Forethought
Instagram
Shopify
Slack
AccessOwl
AnyDesk
CloudTalk
CoSupport AI
Equinox
Finsi
Lansweeper
Octane AI
Octocom
OmniPanel
OuterSignal
Prometheus
Tymely
Wonderment
Yotpo

Integrations Supported

Facebook
Forethought
Instagram
Shopify
Slack
AccessOwl
AnyDesk
CloudTalk
CoSupport AI
Equinox
Finsi
Lansweeper
Octane AI
Octocom
OmniPanel
OuterSignal
Prometheus
Tymely
Wonderment
Yotpo

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

$50.00/month
Unlimited users 350 tickets/month included All features
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

Gorgias

Company Location

United States

Company Website

www.gorgias.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

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Live Chat

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Remote Support

Diagnostic Tools
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

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