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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

Agentforce Service, formerly Service Cloud, is Salesforce’s AI-powered customer service platform designed to unify humans and AI agents across every touchpoint. It connects contact center, self-service, and field service operations on one trusted CRM platform. AI-driven agents provide real-time insights, next-best actions, and personalized responses to improve service quality. The Service Console offers a unified workspace for case management, collaboration, and automation. Built-in knowledge management ensures accurate, AI-grounded answers for both reps and customers. Incident management tools help teams detect and resolve disruptions proactively. Agentforce Service enables organizations to reduce costs while delivering faster, more personalized customer experiences.

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

Agentforce Service is ideal for enterprise and mid-market organizations seeking an AI-powered customer service platform to unify support operations, improve efficiency, and enhance customer satisfaction

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

$75.00/month/user
Lightning Essentials - $25 per user per month
Lightning Professional - $75 per user per month
Lightning Enterprise - $150 per user per month
Lightning Unlimited - $300 per user per month
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

Salesforce
Founded: 1999
United States
www.salesforce.com

Alternatives

Snapforce

Snapforce

SnapForce Technologies

Alternatives

Fidelis Halo

Fidelis Halo

Fidelis Security
Freshcaller

Freshcaller

Freshworks
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

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

Bug Tracking Features

Backlog Management
Filtering
Issue Tracking
Release Management
Task Management
Ticket Management
Workflow Management

Call Center Features

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
Inbound Call Center
IVR / Voice Recognition
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Complaint Management Features

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

ITSM Features

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Issue Tracking Features

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Live Chat Features

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Freshdesk
HubSpot CRM
HubSpot Customer Platform
RingCentral RingCX
Salesforce
TeamViewer
Twilio
ASAP Rent
Antavo
Boostopia
Facebook Messenger
FunnelMaker
Milestones PM+
Montra
Moxie
Operata
Salesforce Agentforce Field Service
Seekify
Talygen
Tavant Warranty

Integrations

Freshdesk
HubSpot CRM
HubSpot Customer Platform
RingCentral RingCX
Salesforce
TeamViewer
Twilio
ASAP Rent
Antavo
Boostopia
Facebook Messenger
FunnelMaker
Milestones PM+
Montra
Moxie
Operata
Salesforce Agentforce Field Service
Seekify
Talygen
Tavant Warranty
Claim HaloCSM and update features and information
Claim HaloCSM and update features and information
Claim Salesforce Agentforce Service and update features and information
Claim Salesforce Agentforce Service and update features and information