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What is Zapia?

Zapia functions as a personalized AI assistant specifically crafted for the Latin American market, aimed at improving productivity by enabling users to conserve both time and resources while handling everyday responsibilities through interfaces like WhatsApp, the Zapia app, or a web portal. Users can utilize voice or text commands to instruct Zapia in organizing their calendars, managing WhatsApp messages, overseeing emails, finding the best offers, comparing different products, confirming stock levels and availability, generating quotes, booking appointments, setting reminders, planning activities, and assisting with routine chores. The design of this assistant is intended to integrate smoothly with users' established communication preferences, ensuring that interactions with AI are as simple as sending a voice note or chatting with a close friend. Furthermore, Zapia offers advanced features such as transcribing and summarizing voice messages received on WhatsApp, replying to incoming messages, scheduling future communications on WhatsApp, condensing discussions into essential points, tracking incomplete tasks, analyzing PDF files, summarizing news articles and videos, performing online searches, and helping users find nearby products or services with tangible options instead of just links, ultimately revolutionizing the management of daily tasks. With Zapia, users can expect a transformative shift in their productivity and task management, making everyday life more streamlined and efficient than ever before.

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

WhatsApp
AnyDesk
Autotask PSA
ChatGPT
ConnectWise Automate
Facebook
Forethought
Google
HaloITSM
Instagram
Instagram Ads
Jira
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Intune
OpenAI
Salesforce
Shopify
Twilio
WordPress

Integrations Supported

WhatsApp
AnyDesk
Autotask PSA
ChatGPT
ConnectWise Automate
Facebook
Forethought
Google
HaloITSM
Instagram
Instagram Ads
Jira
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Intune
OpenAI
Salesforce
Shopify
Twilio
WordPress

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Version
Free Trial Offered?

Pricing Information

£40 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

Zapia

Company Location

United States

Company Website

zapia.com

Company Facts

Organization Name

HaloCSM

Company Location

United Kingdom

Company Website

www.usehalo.com

Categories and Features

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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