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What is Vallum Halo Manager?

Vallum Halo Manager is an all-encompassing Network Management and Monitoring (NMM) platform that enables organizations to effectively manage their network devices, servers, workstations, applications, and databases, thereby ensuring their availability and optimal health. This cutting-edge solution boasts a decentralized architecture that eliminates the complexities associated with traditional central server configurations found in many other NMM systems. Furthermore, the Halo Manager stands out with its high level of customization, permitting the integration of specialized microservice applications known as Halo Applications, which serve to enhance the platform's functionality in a modular way. Through the incorporation of these applications, organizations can adapt the Halo Manager to more closely align with their specific operational needs, resulting in improved network performance and efficiency. The flexibility of the system allows for continual updates and enhancements, ensuring organizations can stay ahead in an ever-evolving technological landscape.

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.

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Integrations Supported

3CX
Amazon Seller Central
AnyDesk
Autotask PSA
Cisco CX Cloud
Facebook
Facebook Ads
Forethought
GfK Etilize
Google
Instagram Ads
Meta Ads
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft Teams
QuickBooks Online
Sherweb
Twilio
WhatsApp
X (Twitter)

Integrations Supported

3CX
Amazon Seller Central
AnyDesk
Autotask PSA
Cisco CX Cloud
Facebook
Facebook Ads
Forethought
GfK Etilize
Google
Instagram Ads
Meta Ads
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft Teams
QuickBooks Online
Sherweb
Twilio
WhatsApp
X (Twitter)

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

£59 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
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

Vallum Software

Company Location

United States

Company Website

vallumsoftware.com

Company Facts

Organization Name

HaloCSM

Company Location

United Kingdom

Company Website

www.usehalo.com

Categories and Features

Network Monitoring

Bandwidth Monitoring
Baseline Manager
Diagnostic Tools
IP Address Monitoring
Internet Usage Monitoring
Real Time Analytics
Resource Management
SLA Monitoring
Server Monitoring
Uptime Monitoring
Web Traffic Reporting

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

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