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What is livepro?

Livepro serves as the perfect Knowledge Management solution tailored for Customer Service and Experience. This versatile platform can be utilized in a variety of environments, such as at service counters, in field operations, or for customer self-service applications. It is designed to enhance customer experience scores while simultaneously decreasing the time required for training new employees. Additionally, Livepro promotes compliance and boosts staff engagement, making it a comprehensive tool for customer experience management. Unlike traditional systems that rely on extensive and complicated documentation, Livepro prioritizes delivering concise answers to agents. Its robust functionalities, including efficient search capabilities and straightforward process guidance, facilitate this approach. The user-friendly interface of Livepro minimizes the need for extensive training, which in turn fosters greater staff confidence and elevates customer satisfaction levels. By leveraging Livepro, businesses can achieve a remarkable 25% reduction in average handling time (AHT) and a decrease in call transfers by up to 35%. As a result, companies experience improved staff engagement and shorter onboarding times. Furthermore, the platform enhances compliance and mitigates risk through its authored content and SOC-certified secure data features. With Livepro, organizations are well-equipped to deliver exceptional customer service while optimizing operational efficiency.

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

Microsoft Teams
Salesforce
Slack
NiCE CXone Mpower

Integrations Supported

Microsoft Teams
Salesforce
Slack
Autotask PSA
Azure AI Translator
Cisco CX Cloud
Facebook Ads
Forethought
HaloITSM
HubSpot CRM
Lansweeper
Mattermost
Meta Ads
Microsoft 365
Microsoft Dynamics 365 Business Central
RingCentral RingCX
Sherweb
Shopify
reCAPTCHA

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing scales with your team size and the advanced features you need. Reach out and we'll provide the price for the features your team requires.
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
On-Prem
Chromebook

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

livepro

Date Founded

2001

Company Location

Australia | USA

Company Website

www.livepro.com

Company Facts

Organization Name

HaloCSM

Company Location

United Kingdom

Company Website

www.usehalo.com

Categories and Features

Call Center

Not specified

Customer Experience

Analytics
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Survey Management
Text Analysis
Trend Analysis

Customer Service

Alerts / Escalation
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Knowledge Management

Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Training

Not specified

Work Instructions

Branding & Style Sheets
Content Management System
Drag and Drop
Dynamic Tags
Employee Feedback
Guide Approval Workflows
Media Editor
Multi-Brand Publishing
Rich Text Editor
SSO (SAML)
Translations
User Management
Version Control

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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