RightAnswers

RightAnswers

Upland Software
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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

Enterprise knowledge management software for better support. Improves your agent-based and self-service support with AI-powered knowledge management software. Create a knowledge-sharing culture that delivers a better customer experience. Spread the power of knowledge across your organization. Enable every member of your organization with access to a central repository to contribute and retrieve support knowledge. Deliver a meaningful multi-channel user experience. Combine AI-enabled search, user-friendly interfaces, gamification, and federated content across multiple sources to ensure the ultimate customer experience. Drive engagement by keeping your knowledge base complete and up to date by detecting gaps in your knowledge base. Interactive dashboards offer insights into the health of your knowledge base and provide information on knowledge base usage, effectiveness, and adoption.

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 interested in an enterprise knowledge management solution

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

Upland Software
Founded: 2010
United States
uplandsoftware.com/rightanswers/

Alternatives

Snapforce

Snapforce

SnapForce Technologies

Alternatives

Fidelis Halo

Fidelis Halo

Fidelis Security
Shelf

Shelf

Shelf.io
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

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

Amazon Seller Central
AnyDesk
Autotask PSA
Azure AI Translator
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Ads
Forethought
HaloITSM
Jira
Mattermost
Meta Ads
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
ServiceNow
Splunk Cloud Platform
TeamViewer
WhatsApp
Zapier

Integrations

Amazon Seller Central
AnyDesk
Autotask PSA
Azure AI Translator
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Ads
Forethought
HaloITSM
Jira
Mattermost
Meta Ads
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
ServiceNow
Splunk Cloud Platform
TeamViewer
WhatsApp
Zapier
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