PanvivaUpland Software
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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
Support your employees, so they can support your customers. Our omnichannel solution, means your team has access to a unified, user-friendly system to deliver the best customer experience possible. Panviva reduces time on repetitive work, inspires team collaboration and streamlines your organization's knowledge. We centralize all your organization's knowledge in one accessible place, inspiring your team for customer success. So, whether you’re the 1st employee or the 100th, each person has access to the exact same information. Our system allows you to layer, share and collaborate on content without leaving your screen. Your team are armed with all the tools and resources they need to do their job, and are notified when anything is updated. Traditional employee onboarding often meant classroom training and reading outdated paper manuals. With Panviva, your new starters have access to all the information they need without ever needing assistance.
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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
Highly regulated industries like finance, utilities, and banking companies seeking a solution to connect, collaborate and communicate with their employees
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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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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 InformationUpland Software
Founded: 2010
United States
uplandsoftware.com/panviva/
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Categories |
Categories |
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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
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Digital Adoption Platforms Features
Audience Segmentation
Content Creation
Contextual Guidance
Data Validation
In-App Training
Launch Management
Multi-Language
Self Service Tools
Surveys & Feedback
User Onboarding
Knowledge Management Features
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Onboarding Features
Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management
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Integrations
3CX
Amazon Seller Central
AnyDesk
Autotask PSA
Facebook Ads
Facebook Messenger
GfK Etilize
HubSpot Customer Platform
Instagram
Instagram Ads
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Integrations
3CX
Amazon Seller Central
AnyDesk
Autotask PSA
Facebook Ads
Facebook Messenger
GfK Etilize
HubSpot Customer Platform
Instagram
Instagram Ads
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