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About

Role-based collaboration on a unified cost-effective platform, combining scheduling, teams, and communication. Cloud-based platform accelerates care and reduces clinician fatigue and interruptions. Expands referral network with community platform enabling shared communication and schedules between health systems and affiliated organizations. Role-based collaboration that combines scheduling, teams, and communication on a unified platform. Get the right information to the right person, instantly. The Halo Clinical Collaboration Platform is the brain that instantly routes time-sensitive information to the right person, role or team via the right communication channel. Role-based communication speeds care team coordination and increases clinician efficiency. The Halo Platform scales to any size health system or hospital. Secure Messaging, on-call scheduling and many other features on a unified cloud-hosted platform reduces costs. The Halo Platform is easy to use and maintain.

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

Healthcare providers seeking a clinical collaboration platform to manage scheduling, teams, and communication

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

Halo Health
Founded: 2010
United States
halohealth.com

Company Information

HaloCSM
United Kingdom
www.usehalo.com

Alternatives

Alternatives

Snapforce

Snapforce

SnapForce Technologies
Halo

Halo

Halo.rent
Fidelis Halo

Fidelis Halo

Fidelis Security
HALO

HALO

Homecare Systems
Fidelis Halo

Fidelis Halo

Fidelis Security
HaloPSA

HaloPSA

Halo Service Solutions

Categories

Categories

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

QuickBooks Online
Azure AI Translator
ChatGPT
Facebook Ads
Facebook Messenger
HubSpot CRM
HubSpot Customer Platform
Instagram
Instagram Ads
Jira
Microsoft Excel
OpenAI
PagerDuty
Redox
RingCentral RingCX
Salesforce
Sherweb
Twilio
WhatsApp
Zoom

Integrations

QuickBooks Online
Azure AI Translator
ChatGPT
Facebook Ads
Facebook Messenger
HubSpot CRM
HubSpot Customer Platform
Instagram
Instagram Ads
Jira
Microsoft Excel
OpenAI
PagerDuty
Redox
RingCentral RingCX
Salesforce
Sherweb
Twilio
WhatsApp
Zoom
Claim Halo Health Platform and update features and information
Claim Halo Health Platform and update features and information
Claim HaloCSM and update features and information
Claim HaloCSM and update features and information