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What is Zappix Visual IVR?

Transform customer service by shifting from conventional voice interactions to dynamic visual experiences through on-demand self-service solutions that effectively resolve customer queries while improving their overall satisfaction, reducing operational expenses, and boosting revenue opportunities. By implementing Zappix Visual IVR, customers reaching your contact center can experience a faster, more flexible, and efficient approach that converts typical voice calls into digital self-service options. This cutting-edge Visual IVR system allows customers to manage their service requirements independently from any location, removing the annoyance of dealing with complex voice IVR menus or needing to speak with a Call Center Representative (CSR). With cloud-based, visual web applications that are compatible with all digital devices and do not require any downloads, customers can effortlessly access service solutions. Furthermore, the platform features comprehensive automation across multiple channels, proving to be significantly more economical than creating and sustaining a native application. Routine service tasks like order tracking, appointment confirmations, and addressing frequently asked questions can be seamlessly automated, further optimizing the customer experience. Overall, this shift not only empowers customers but also significantly enhances the operational efficiency of businesses, paving the way for a future where customer interactions are more streamlined and effective than ever before. As a result, organizations can focus on delivering superior service while adapting to the evolving needs of their clientele.

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

Amazon Seller Central
Azure AI Translator
ConnectWise Automate
Facebook Messenger
Forethought
GfK Etilize
HubSpot Customer Platform
Instagram
Microsoft Dynamics 365 Business Central
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
PagerDuty
Prometheus
QuickBooks Online
ServiceNow
TeamViewer
Trustpilot
X (Twitter)
Zapier
Zoom

Integrations Supported

Amazon Seller Central
Azure AI Translator
ConnectWise Automate
Facebook Messenger
Forethought
GfK Etilize
HubSpot Customer Platform
Instagram
Microsoft Dynamics 365 Business Central
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
PagerDuty
Prometheus
QuickBooks Online
ServiceNow
TeamViewer
Trustpilot
X (Twitter)
Zapier
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
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

Zappix

Company Location

United States

Company Website

www.zappix.com

Company Facts

Organization Name

HaloCSM

Company Location

United Kingdom

Company Website

www.usehalo.com

Categories and Features

IVR

Call Center
Call Logging
Call Recording
Call Routing
Multiple Scripts
Phone Key Input
Survey Management
Text to Speech
Voice Customization
Voice Mail

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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