BoldDesk

BoldDesk

Syncfusion
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About

BoldDesk enables organizations to respond to their customer's queries and problems quickly, efficiently, and in a personalized manner, resulting in increased levels of customer satisfaction. The automation features of BoldDesk can assist organizations in streamlining their ticketing procedures, saving time and enhancing productivity. BoldDesk’s team collaboration solutions allow team members to efficiently collaborate to tackle client concerns, resulting in better outcomes and faster resolution times. BoldDesk provides real-time dashboards and insights, allowing organizations to gain a better understanding of their support operations and identify trends, challenges, and chances for development. The ticketing and task management capabilities of BoldDesk help organizations to manage their support operations more efficiently, resulting in faster resolution times and cheaper costs.

About

HaloCSM is a customer relationship management platform that brings sales, marketing, and customer service together in one system. It helps teams manage leads, pipelines, campaigns, customer interactions, support tickets, and reporting without relying on separate point solutions. Automated lead scoring and routing, stage-based workflows, weighted forecasting, and multi-pipeline management help sales teams move opportunities forward more efficiently. Marketing sequences, omnichannel communications, AI-powered capabilities, dashboards, and customer service tools provide visibility across the full customer journey. HaloCSM also offers integrations, a REST API, webhooks, sandbox environments, audit logs, and flexible deployment options including cloud, private cloud, and on-premise. The platform is designed to give organizations a customizable customer management environment with transparent pricing, enterprise-grade security, and a unified customer record across teams.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Industries: Professional services providers, Healthcare, Insurance

Audience

Growing and enterprise organizations that want to consolidate sales, marketing, customer service, automation, reporting, and customer data into one customizable platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99
One plan with all features is available for $99 for 5 agents.
AI Agent $20 (1000 AI Credits Per Month)
AI Copilot $20 (1 Agent Per Month)
Free Version
Free Trial

Pricing

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Syncfusion
Founded: 2001
United States
www.bolddesk.com

Company Information

HaloCSM
United Kingdom
www.usehalo.com

Alternatives

Alternatives

Snapforce

Snapforce

SnapForce Technologies
Fidelis Halo

Fidelis Halo

Fidelis Security
HaloPSA

HaloPSA

Halo Service Solutions

Categories

Categories

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Knowledge Management Features

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

CRM Features

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 Features

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

Integrations

Facebook
HubSpot CRM
Instagram
Jira
Microsoft Teams
PagerDuty
Salesforce
Shopify
Slack
Twilio
WhatsApp
Zapier
Zoom
Dropbox
Freshdesk
Google
Sherweb
Trustpilot
WordPress
bvoip

Integrations

Facebook
HubSpot CRM
Instagram
Jira
Microsoft Teams
PagerDuty
Salesforce
Shopify
Slack
Twilio
WhatsApp
Zapier
Zoom
Dropbox
Freshdesk
Google
Sherweb
Trustpilot
WordPress
bvoip
Claim BoldDesk and update features and information
Claim BoldDesk and update features and information
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