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About

A full suite of performance management and employee engagement tools - all under one roof. Improve your customer experience with a connected set of quality, coaching, learning and knowledge tools. Automatically recognize milestones and reward achievements, make it easier to communicate, create contests, get insights into your team’s pulse and more to engage your employees. Everything you need is in one platform, at a price that’s less than you’d pay for a lot of single-solution tools. (Oh, and no more spreadsheets.) No more spreadsheets. No need to manage employees across multiple platforms (and pay for them). Not to mention trying to pull data from all those platforms to give you a view of what’s going on. You’ve got everything you need to improve performance and engage your teams in C2Perform.

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

Customer support operations

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

No information available.
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

C2Perform
Founded: 2015
United States
www.c2perform.com

Company Information

HaloCSM
United Kingdom
www.usehalo.com

Alternatives

Alternatives

Snapforce

Snapforce

SnapForce Technologies
nGAGEMENT

nGAGEMENT

nGUVU
Fidelis Halo

Fidelis Halo

Fidelis Security
Snowfly

Snowfly

Snowfly Performance Inc.
HaloPSA

HaloPSA

Halo Service Solutions

Categories

Categories

Call Center Features

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
Inbound Call Center
IVR / Voice Recognition
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

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

Salesforce
3CX
Amazon Seller Central
Cisco CX Cloud
ConnectWise Automate
Device42
Forethought
Freshdesk
HubSpot CRM
HubSpot Customer Platform
Instagram Ads
Meta Ads
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
PagerDuty
Prometheus
ServiceNow
Slack
Zapier

Integrations

Salesforce
3CX
Amazon Seller Central
Cisco CX Cloud
ConnectWise Automate
Device42
Forethought
Freshdesk
HubSpot CRM
HubSpot Customer Platform
Instagram Ads
Meta Ads
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
PagerDuty
Prometheus
ServiceNow
Slack
Zapier
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