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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
Google
Microsoft Dynamics 365 Business Central
RingCentral RingCX
ServiceNow
WhatsApp

Integrations Supported

Facebook
Forethought
Instagram
Shopify
Slack
AccessOwl
Briskine
CoSupport AI
Ducky
Finsi
Geckoboard
Matia
Nango
Scrollmark
Stay AI

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

$50.00/month
Unlimited users 350 tickets/month included All features
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem
Chromebook

Supported Platforms

SaaS
iPhone

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour 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
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

Agentic Commerce

Not specified

Customer Service

Not specified

Help Desk

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

Live Chat

Not specified

Remote Support

Not specified

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