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What is Zervicio?

Zervicio.com offers a cloud-based solution tailored for After Sales Service, enabling businesses to optimize their customer support functions. This cutting-edge platform facilitates seamless communication between customers and service teams, allowing agents and service managers to interact from anywhere at any time. Serving as a holistic after-sales management tool, Zervicio equips users to effectively oversee and track service requests and complaints. Although delivering outstanding customer service can be expensive and complex due to the intricacies of managing schedules and team dynamics, Zervicio makes it achievable by providing personalized service experiences to clients. By empowering service managers to make quick decisions on service tickets, they can efficiently direct their field teams to resolve issues. In addition, Zervicio features a sophisticated Knowledge Repository that allows users to disseminate, train, and foster knowledge and expertise. The Service Cloud is easily accessible from any location, which boosts flexibility and responsiveness in managing services. As a result, Zervicio not only streamlines the after-sales process but also significantly improves the customer experience, ultimately leading to higher satisfaction and loyalty among clients. This comprehensive approach ensures that businesses can maintain high standards of service while adapting to the evolving needs of their customers.

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

Autotask PSA
ConnectWise Automate
Facebook Ads
Facebook Messenger
Freshdesk
GfK Etilize
Google
HaloITSM
Meta Ads
Microsoft Intune
Microsoft Teams
OpenAI
Prometheus
Salesforce
Slack
Splunk Cloud Platform
Trustpilot
X (Twitter)
Zapier
reCAPTCHA

Integrations Supported

Autotask PSA
ConnectWise Automate
Facebook Ads
Facebook Messenger
Freshdesk
GfK Etilize
Google
HaloITSM
Meta Ads
Microsoft Intune
Microsoft Teams
OpenAI
Prometheus
Salesforce
Slack
Splunk Cloud Platform
Trustpilot
X (Twitter)
Zapier
reCAPTCHA

API Availability

Has API

API Availability

Has API

Pricing Information

$20.00/month
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

Manage Smart Solutions

Company Location

India

Company Website

www.zervicio.com

Company Facts

Organization Name

HaloCSM

Company Location

United Kingdom

Company Website

www.usehalo.com

Categories and Features

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

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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