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What is SmarterTrack?

SmarterTrack operates as a versatile communication platform that acts as an online help desk, streamlining the initiation, tracking, management, and reporting of various communication channels. Users can easily submit tickets via email or the online portal, engage in live chats, take part in community discussions, and comment on knowledge base articles, which helps consolidate all interactions while fostering a strong online community. The platform boasts a flexible and customizable ticketing system, allowing users to send and respond to tickets from any location that has internet access and a web browser. Moreover, SmarterTrack gives users the capability to maintain a comprehensive overview of their entire ticket history, thus facilitating the full management of all communications related to tickets, including emails, notes, tasks, phone call records, and live chat exchanges. This comprehensive solution not only simplifies customer support processes but also significantly boosts user satisfaction and engagement levels. In essence, SmarterTrack is designed to enhance both the efficiency of support teams and the experience of the end-users, creating a win-win scenario for all parties involved.

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

Autotask PSA
ChatGPT
Cisco CX Cloud
Facebook
Facebook Ads
Facebook Messenger
Forethought
Freshdesk
GfK Etilize
HubSpot Customer Platform
Instagram
OpenAI
ServiceNow
Sherweb
Splunk Cloud Platform
TeamViewer
Twilio
WhatsApp
WordPress
X (Twitter)

API Availability

API Availability

Has API

Pricing Information

$15 per month

Pricing Information

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

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem
Chromebook

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tweakservers

Company Website

www.tweakservers.com/helpdesk-software/smartertrack/

Company Facts

Organization Name

HaloCSM

Company Location

United Kingdom

Company Website

www.usehalo.com

Categories and Features

Customer Service

Live Chat
Self Service Portal

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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