+
+

Related Products

  • Zendesk
    7,958 Ratings
    Visit Website
  • Shape Software
    134 Ratings
    Visit Website
  • LTX
    182 Ratings
    Visit Website
  • Teradata VantageCloud
    1,124 Ratings
    Visit Website
  • Gearset
    305 Ratings
    Visit Website
  • Docket
    59 Ratings
    Visit Website
  • Pipedrive
    10,520 Ratings
    Visit Website
  • SalesTarget.ai
    120 Ratings
    Visit Website
  • ShareCRM
    68 Ratings
    Visit Website
  • Planview Portfolios
    200 Ratings
    Visit Website

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.

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.

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

Growing and enterprise organizations that want to consolidate sales, marketing, customer service, automation, reporting, and customer data into one customizable platform

Audience

Telecom, banking and insurance companies in need of an AI knowledge management 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

£59 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 4.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • AI-guided knowledge management is a standout feature, enabling teams to easily access the most accurate and relevant information across multiple channels, ensuring a consistent and mistake-free customer experience.

Cons

  • While Knowmax offers impressive functionality, the interface can be overwhelming for new users.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HaloCSM
United Kingdom
www.usehalo.com

Company Information

Knowmax
Founded: 2017
India
www.knowmax.ai

Alternatives

Snapforce

Snapforce

SnapForce Technologies

Alternatives

Fidelis Halo

Fidelis Halo

Fidelis Security
HaloPSA

HaloPSA

Halo Service Solutions
Shelf

Shelf

Shelf.io
RightAnswers

RightAnswers

Upland Software

Categories

Categories

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

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

Integrations

Freshdesk
Salesforce
AnyDesk
ConnectWise Automate
Facebook
Facebook Ads
Freshchat
HubSpot Customer Platform
Instagram
Meta Ads
Microsoft 365
Microsoft Intune
Okta
RingCentral RingCX
ServiceNow
Shopify
Twilio
WordPress
Zoom
bvoip

Integrations

Freshdesk
Salesforce
AnyDesk
ConnectWise Automate
Facebook
Facebook Ads
Freshchat
HubSpot Customer Platform
Instagram
Meta Ads
Microsoft 365
Microsoft Intune
Okta
RingCentral RingCX
ServiceNow
Shopify
Twilio
WordPress
Zoom
bvoip
Claim HaloCSM and update features and information
Claim HaloCSM and update features and information
Claim Knowmax and update features and information
Claim Knowmax and update features and information