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About

A blazingly fast neural engine for next-generation customer support and software development. Bringing the power of LLMs and analytics to rebuild your relationship with your customers. The auto route, collaborate, and triage to solve customer needs in real-time. Elevate your support team and deflect customer queries with modern AI. Connect development teams and their sprints to customer impact. Triage customer signals and get guidance on product enhancements. A shared view to build software and support customers as one. Live chat, support ticketing, and engineering issues on one platform. Personalize your experience with custom objects, views, and more. Extend your experience with APIs and webhooks. Build, test, deploy, and publish your own automation. Map your work, customers, and product data in one system. Modern stack that brings cloud-native scale for millions of users. Consumer grade and real-time experiences with text, audio, and video. Enterprise-grade security and compliance.

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

Companies seeking a solution to build software, support their customers, and grow their business

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

$9.99 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

DevRev
Founded: 2020
United States
devrev.ai/

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
Shelf

Shelf

Shelf.io

Categories

Categories

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

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

Integrations

HubSpot CRM
HubSpot Customer Platform
Jira
Salesforce
Slack
AWS Elastic Beanstalk
ChatGPT
ConnectWise Automate
Forethought
Instagram
Instagram Ads
Linear
Meta Ads
Microsoft 365
OpenAI
PagerDuty
Sherweb
Zapier
Zendesk
Zoom

Integrations

HubSpot CRM
HubSpot Customer Platform
Jira
Salesforce
Slack
AWS Elastic Beanstalk
ChatGPT
ConnectWise Automate
Forethought
Instagram
Instagram Ads
Linear
Meta Ads
Microsoft 365
OpenAI
PagerDuty
Sherweb
Zapier
Zendesk
Zoom
Claim DevRev and update features and information
Claim DevRev and update features and information
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Claim HaloCSM and update features and information