Related Products
|
||||||
About
HaloCRM is omnichannel customer service software, designed for teams looking to drive greater efficiency when handling customer inquiries. HaloCRM offers an intuitive platform for customer-facing teams to manage conversations from any channel. The platform will ingest customer conversations from Twitter, Facebook, Facebook Messenger, email, SMS, chat, phone calls, and more, eliminating the possibility of missed inquiries, and improving customer satisfaction by opening more channels of communication. HaloCRM lets you provide support anywhere, keeping customers happy and connected through email, text, chat, voice, and more. With powerful out-of-the-box workflows and easy drag-and-drop configuration, HaloCRM can handle it all. HaloCRM will make it easier to prioritize and respond to customers with one unified support desk, complete with customer context built-in to facilitate better conversation tracking.
|
About
Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.
|
|||||
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 wanting an all-inclusive customer service platform to improve their support team
|
Audience
vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations
|
|||||
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
£59 per user per month
Free Version
Free Trial
|
Pricing
$60 per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationHaloCRM
United Kingdom
halocrm.io
|
Company InformationStrategy Overview
United States
www.strategyoverview.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
|
|
||||||
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
Autotask PSA
ConnectWise Automate
HubSpot CRM
Microsoft 365
Microsoft Intune
Salesforce
ServiceNow
Active Directory
HaloITSM
HubSpot Customer Platform
|
Integrations
Autotask PSA
ConnectWise Automate
HubSpot CRM
Microsoft 365
Microsoft Intune
Salesforce
ServiceNow
Active Directory
HaloITSM
HubSpot Customer Platform
|
|||||
|
|
|