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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.

About

Take your uncoordinated customer, internal and third-party interactions and turn them into exceptional journeys that drive in-year returns and tripled NPS scores. No re-architecture is required. OvationCXM is the first CXM platform that connects siloed internal and third-party systems, unlocking a unified view of your customer's interactions, wherever they occur in your ecosystem. Share a common view across multiple organizations for seamless customer journeys and interactions across your ecosystem. Get precise answers to questions and deliver them directly via Messenger, our multi-component digital interface that covers webchat, email, phone, SMS, and more. Train AI models and tag them to specific knowledge to deliver tailored, highly specific, and relevant information to teams and end-users. Meet your customers where they are with Smart Buttons, and on-screen deep links to drive smarter resolution.

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

Organizations that need a platform to improve their customer experiences with complete visibility and precise control

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 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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HaloCSM
United Kingdom
www.usehalo.com

Company Information

OvationCXM
Founded: 2014
United States
www.ovationcxm.com

Alternatives

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Fidelis Halo

Fidelis Security
Content Guru storm

Content Guru storm

Content Guru
HaloPSA

HaloPSA

Halo Service Solutions

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

ChatGPT
Active Directory
Cisco CX Cloud
ConnectWise Automate
Forethought
GfK Etilize
Google
HaloITSM
HubSpot Customer Platform
Instagram Ads
Jira
Lansweeper
Mattermost
Microsoft 365
PagerDuty
Prometheus
QuickBooks Online
TeamViewer
WhatsApp
reCAPTCHA

Integrations

ChatGPT
Active Directory
Cisco CX Cloud
ConnectWise Automate
Forethought
GfK Etilize
Google
HaloITSM
HubSpot Customer Platform
Instagram Ads
Jira
Lansweeper
Mattermost
Microsoft 365
PagerDuty
Prometheus
QuickBooks Online
TeamViewer
WhatsApp
reCAPTCHA
Claim HaloCSM and update features and information
Claim HaloCSM and update features and information
Claim OvationCXM and update features and information
Claim OvationCXM and update features and information