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features
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What is HelpSpace?

Optimize your customer support operations with HelpSpace, a platform that combines an integrated inbox, multiple inbound communication channels, and adaptable self-service sites, making it a top choice among users. The unified inbox consolidates messages from various channels into a single stream, keeping you updated on all incoming tickets. With the ability to swiftly alter ticket statuses, reassign agents, and respond quickly to customer inquiries, you'll enhance your efficiency. HelpSpace also allows you to create personalized self-service sites, whether for a blog, help center, or documentation, catering to your specific requirements. Adding links to your self-service articles is incredibly simple, saving you precious time and effort. Moreover, there are no restrictions on the number of tickets and customers you can manage, ensuring unlimited capacity for your needs. The Pro plan expands your capabilities by enabling your inbox to capture messages from as many as five different communication channels. Featuring a user-friendly and intuitive interface, the platform is designed for easy navigation, making it suitable for all team members. The straightforward onboarding process ensures you can start using the platform quickly and efficiently. With HelpSpace, not only do you streamline your customer support, but you also significantly boost overall productivity and service quality. Additionally, the flexibility of the platform allows for continuous improvement and adaptation as your business grows.

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.

Media

Media

Integrations Supported

Integrations Supported

3CX
Active Directory
Azure AI Translator
Facebook Ads
Facebook Messenger
GfK Etilize
HubSpot CRM
Instagram
Mattermost
Meta Ads
Microsoft Intune
Okta
OpenAI
PagerDuty
Shopify
Slack
Splunk Cloud Platform
X (Twitter)
Zapier
Zoom

API Availability

API Availability

Has API

Pricing Information

$5 per user, per month
Free Trial Offered?

Pricing Information

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem
Chromebook

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HelpSpace

Date Founded

2018

Company Location

Germany

Company Website

helpspace.io

Company Facts

Organization Name

HaloCSM

Company Location

United Kingdom

Company Website

www.usehalo.com

Categories and Features

Help Desk

Customizable Branding
Email Integration
Interaction Tracking
Knowledge Base
Multi-Channel Communication
Self Service Portal
Ticket Management

IT Documentation

Not specified

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

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