RightAnswersUpland Software
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationHaloCSM
United Kingdom
www.usehalo.com
|
Company InformationUpland Software
Founded: 2010
United States
uplandsoftware.com/rightanswers/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
|
|||||
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
|
Integrations
Amazon Seller Central
AnyDesk
Autotask PSA
Azure AI Translator
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Ads
Forethought
HaloITSM
|
|||||
|
|
|