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About

HaloCSM is customer service management software that consolidates helpdesk ticketing, omnichannel communication, case management, and self-service in one platform. Email, live chat, voice, WhatsApp, social messaging, and web forms feed a single queue, giving agents one view of every customer interaction. A branded self-service portal delivers knowledge base articles, ticket tracking, and AI-assisted search so customers resolve routine queries without an agent. AI agents answer first-line inquiries, draft replies, summarize threads, and hand over to a person when needed, with AI included in the license rather than metered per resolution. Visual builders configure workflow automation, routing, escalation, approvals, and multi-SLA rules without code. Reporting covers CSAT, first contact resolution, and response and resolution times. HaloCSM adds a REST API, webhooks, sandbox environments, audit logging, custom roles, and cloud, private cloud, or on-premise deployment.

About

Whether you’re in financial services, healthcare, insurance, banking or any other industry where your employees need access to information at their fingertips, knowledge management is a crucial component in the success of this experience. KMS Lighthouse is the next-generation knowledge management solution used by brands globally. Our cutting-edge solution: ✅ Can cut employee training times by up to 50%. ✅ Increases productivity ✅ Reduces costs ✅ Reduce error rates ✅ Increase First Call Resolution (FCR) by up to 40% ✅ Easily integrates with your preferred tools, allowing you to increase productivity across all channels and departments. ✅ Is trusted by some of the biggest brands in the world. When your agents need information in real-time, our software is responsive which means an enhanced customer experience.

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 service, support, and contact center teams of any size, in any industry, that need omnichannel ticketing, self-service, SLA management, and AI in one platform.

Audience

Companies searching for a knowledge management system

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

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Version
Free Trial

Pricing

No information available.
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 4.8 / 5
ease 4.2 / 5
features 4.2 / 5
design 4.2 / 5
support 4.8 / 5

Pros & Cons from Real Users

Pros

  • I liked that the product relatively easy to mange and work with. Very intuitive and user friendly.
  • Customization for item templates, dedicated home pages for different user roles, as well as the GetAnswer feature which enables searching within items with autocomplete.
  • Easy to use, user friendly. The Ui is very good and looks like a high level platform. The search engine is fabulous.
  • There are a lot of new features in the last version and the implementation process is very simple and obviously.

Cons

  • The information item pages are very blend, not very appealing to the eye.
  • The built-in exam module has so many limitations with zero adaptivity to our way of running quizzes. A limited number of widget to be used on the homepage.
  • Its support should be more quicker and answer the customer with more details.
  • The pricing model needs more options like types of users. The system should have the options of specific floating modules.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HaloCSM
United Kingdom
www.usehalo.com

Company Information

KMS Lighthouse
Israel
www.kmslh.com

Alternatives

Enghouse eKMS

Enghouse eKMS

Enghouse Interactive

Alternatives

Neuron7

Neuron7

Neuron7.ai
BoldDesk

BoldDesk

Syncfusion
Thread

Thread

Thread Magic
ScreenSteps

ScreenSteps

Blue Mango Learning Systems

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

Knowledge Management Features

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Integrations

Microsoft Teams
Salesforce
AnyDesk
Cisco CX Cloud
ConnectWise Automate
Freshdesk
Freshsales
Genesys Cloud CX
HaloITSM
HubSpot Customer Platform
Instagram
Mattermost
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
QuickBooks Online
Shopify
Splunk Cloud Platform
Twilio
Zapier

Integrations

Microsoft Teams
Salesforce
AnyDesk
Cisco CX Cloud
ConnectWise Automate
Freshdesk
Freshsales
Genesys Cloud CX
HaloITSM
HubSpot Customer Platform
Instagram
Mattermost
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
QuickBooks Online
Shopify
Splunk Cloud Platform
Twilio
Zapier
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