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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

Be it working from home or delivering top-level customer service to all of your clients. In this world of rapidly accelerating digital transformation and economic uncertainties, it is more important than ever before to manage your company’s knowledge efficiently and sustainably. A solid knowledge base needs to be accessible anytime, anywhere, and immediately. If your helpdesk is not able to successfully adapt to the development of your company knowledge and ever-changing conditions, you might put the short-term and long-term success of your business at risk. Even outside of worst-case scenarios, higher processing times and low resolution rates during first contact will put you at a significant and avoidable competitive disadvantage. Remote teams and and working from home aggravate the exchange and flow of information in person.

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

Companies seeking a Knowledge Management platform for higher customer satisfaction and customer loyalty

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

SERVICEWARE
Founded: 1998
Germany
serviceware-se.com/solutions/serviceware-platform/serviceware-knowledge

Alternatives

Enghouse eKMS

Enghouse eKMS

Enghouse Interactive

Alternatives

Universal Knowledge

Universal Knowledge

Knowledge Powered Solutions Ltd
Neuron7

Neuron7

Neuron7.ai
Shelf

Shelf

Shelf.io
Thread

Thread

Thread Magic
ScreenSteps

ScreenSteps

Blue Mango Learning Systems

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

Integrations

Active Directory
Autotask PSA
Cisco CX Cloud
Facebook Ads
GfK Etilize
Google
HaloITSM
Lansweeper
Microsoft System Center Operations Manager (SCOM)
Okta
OpenAI
PagerDuty
Prometheus
RingCentral RingCX
Slack
Splunk Cloud Platform
TeamViewer
Trustpilot
Twilio
WhatsApp

Integrations

Active Directory
Autotask PSA
Cisco CX Cloud
Facebook Ads
GfK Etilize
Google
HaloITSM
Lansweeper
Microsoft System Center Operations Manager (SCOM)
Okta
OpenAI
PagerDuty
Prometheus
RingCentral RingCX
Slack
Splunk Cloud Platform
TeamViewer
Trustpilot
Twilio
WhatsApp
Claim HaloCSM and update features and information
Claim HaloCSM and update features and information
Claim Serviceware Knowledge and update features and information
Claim Serviceware Knowledge and update features and information