Related Products
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About
Halo is a robust, all-in-one-platform that combines automated data integration, visualization, and supply chain analytics, enabling organizations to grow, gain a competitive advantage, and increase customer satisfaction. With Halo, diverse internal and external data sources are consolidated into a single data warehouse, giving businesses the ability to quickly build their reports and link elements from each data source for more precise supply chain planning. Halo can be deployed on-premise, in the cloud, or in a hybrid environment.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprise customers across industries and business functions, including supply chain planning, operations, manufacturing, procurement, finance, sales and merchandising, and more.
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Audience
Growing and enterprise organizations that want to consolidate sales, marketing, customer service, automation, reporting, and customer data into one customizable platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
£59 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHalo
Founded: 2001
United States
halobi.com
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Company InformationHaloCSM
United Kingdom
www.usehalo.com
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Alternatives |
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Categories |
Categories |
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Business Intelligence Features
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Supply Chain Management Features
Demand Planning
Electronic Data Interchange
Import / Export Management
Inventory Management
Order Fulfillment
Order Management
Sales & Operations Planning
Shipping Management
Supplier Management
Transportation Management
Warehouse Management
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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
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Integrations
Facebook
Salesforce
X (Twitter)
3CX
ChatGPT
ConnectWise Automate
Device42
Mattermost
Meta Ads
Microsoft 365
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Integrations
Facebook
Salesforce
X (Twitter)
3CX
ChatGPT
ConnectWise Automate
Device42
Mattermost
Meta Ads
Microsoft 365
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