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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

Support your team and delight your customers with three, brilliantly integrated solutions. Consolidate all your incoming messages. Assign conversations to a specific agent or team. Categorize conversations for easy automation and reporting. An omni-channel solution: Voice, Chat, Email, SMS and Social. Integrates with over 40 partner applications. Accurate forecasting and scheduling including real-time management. Powerful, easy-to-use and affordable. Scalable and optimized for call centers. Puzzel provides all the tools you need to deliver exceptional customer experiences and grow your business. Connect with customers on their favorite channels, build advanced self-service experiences with AI, and optimize your team’s performance to increase efficiency and sales, all in our easy-to-use, cloud-native platform. We keep up with the latest CX and technology trends so you don’t have to.

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

Companies of all sizes seeking a solution to deliver digital-first customer journeys

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

Puzzel
Norway
www.puzzel.com

Alternatives

Snapforce

Snapforce

SnapForce Technologies

Alternatives

Fidelis Halo

Fidelis Halo

Fidelis Security
HaloPSA

HaloPSA

Halo Service Solutions

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

Integrations

3CX
Active Directory
ConnectWise Automate
Facebook
Forethought
Google
HubSpot CRM
Instagram Ads
Kindly
Microsoft 365
Okta
OpenAI
Prometheus
RingCentral RingCX
ServiceNow
Shopify
Slack
TeamViewer
Unblu
reCAPTCHA

Integrations

3CX
Active Directory
ConnectWise Automate
Facebook
Forethought
Google
HubSpot CRM
Instagram Ads
Kindly
Microsoft 365
Okta
OpenAI
Prometheus
RingCentral RingCX
ServiceNow
Shopify
Slack
TeamViewer
Unblu
reCAPTCHA
Claim HaloCSM and update features and information
Claim HaloCSM and update features and information
Claim Puzzel and update features and information
Claim Puzzel and update features and information