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About

HaloCSM is customer service management software that consolidates helpdesk ticketing, omnichannel communication, case management, and self-service in one platform. Email, live chat, voice, WhatsApp, social messaging, and web forms feed a single queue, giving agents one view of every customer interaction. A branded self-service portal delivers knowledge base articles, ticket tracking, and AI-assisted search so customers resolve routine queries without an agent. AI agents answer first-line inquiries, draft replies, summarize threads, and hand over to a person when needed, with AI included in the license rather than metered per resolution. Visual builders configure workflow automation, routing, escalation, approvals, and multi-SLA rules without code. Reporting covers CSAT, first contact resolution, and response and resolution times. HaloCSM adds a REST API, webhooks, sandbox environments, audit logging, custom roles, and cloud, private cloud, or on-premise deployment.

About

Increase self-service rates for customers and employees—and boost agent productivity with contextual knowledge, driven by machine learning. Integration with Service Portal. Expose available knowledge through the Service Portal and allow customers and employees to search, browse, and view articles from their desktop or mobile device. Knowledge demand insights. Improve self‑service and case resolution by automatically identifying and visualizing knowledge gaps using machine learning and assigning gaps to authors for resolution. In-context knowledge creation. Increase knowledge relevancy by empowering agents and employees to capture knowledge articles in context during work processes, such as case or incident management. Use machine learning to automatically identify and visualize knowledge gaps for assignment.

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

Customer service, support, and contact center teams of any size, in any industry, that need omnichannel ticketing, self-service, SLA management, and AI in one platform.

Audience

Teams looking to increase self-service rates for customers and employees

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

£40 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

ServiceNow
Founded: 2004
United States
www.servicenow.com/products/knowledge-management.html

Alternatives

Alternatives

Enghouse eKMS

Enghouse eKMS

Enghouse Interactive
EV Self Help

EV Self Help

EasyVista
Neuron7

Neuron7

Neuron7.ai
Enghouse eKMS

Enghouse eKMS

Enghouse Interactive

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

AnyDesk
Azure AI Translator
Device42
Facebook
Facebook Ads
Forethought
GfK Etilize
HaloITSM
Jira
Meta Ads
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
OpenAI
Sherweb
Slack
TeamViewer
WhatsApp
WordPress
X (Twitter)

Integrations

AnyDesk
Azure AI Translator
Device42
Facebook
Facebook Ads
Forethought
GfK Etilize
HaloITSM
Jira
Meta Ads
Microsoft Dynamics 365 Business Central
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
OpenAI
Sherweb
Slack
TeamViewer
WhatsApp
WordPress
X (Twitter)
Claim HaloCSM and update features and information
Claim HaloCSM and update features and information
Claim ServiceNow Knowledge Management and update features and information
Claim ServiceNow Knowledge Management and update features and information