Related Products
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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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About
An AI knowledge management platform created by CX experts with 10+ years of experience in omnichannel customer service. Great customer experience is no longer a differentiator — It’s a must. When every conversation matters – Knowmax ensures seamless customer interactions with guides and self-care assistance across touch points. Empower support advisors and customers with AI backed knowledge management system. Semantic Search helps improve the findability of information, reduces time to access right information and ensures accurate resolution in the first contact. Ensuring harmony in the information going to the customer from assisted and digital Channels, else experience goes for a toss. Empowering your Champions with the right tools which helps them to take the next best action within a few clicks while solving customer’s query.
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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
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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Audience
Telecom, banking and insurance companies in need of an AI knowledge management 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
£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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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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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 InformationHaloCSM
United Kingdom
www.usehalo.com
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Company InformationKnowmax
Founded: 2017
India
www.knowmax.ai
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Categories |
Categories |
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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
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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
Customer Experience Features
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Knowledge Management Features
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
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Integrations
Freshdesk
Salesforce
AnyDesk
ConnectWise Automate
Facebook
Facebook Ads
Freshchat
HubSpot Customer Platform
Instagram
Meta Ads
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Integrations
Freshdesk
Salesforce
AnyDesk
ConnectWise Automate
Facebook
Facebook Ads
Freshchat
HubSpot Customer Platform
Instagram
Meta Ads
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