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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

The benefits of an intelligent, technology-driven, innovative venue are limitless, for both the venue and the greater community it serves. Address your customers’ needs faster than ever with your Personalized Know-It-All Bot! Using machine learning, we create automated customer service to Save Time & Money & Increase Sales & Satisfaction. With our AI platform, we can help you process orders faster and more efficiently by responding to customers’ initial inquiries and leading them through their buyers’ journey online while supporting Social Distancing. Being available for your customers’ needs across every channel can be overwhelming! Our AI engages and replies on your behalf, on all your social channels, saving you time to monitor and reply on each separately. By experiencing immediate engagement and resolution to their inquiries and needs, overall customer satisfaction will increase. And brand loyalty will improve as happy customers are loyal customers!

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

Customer Service solution for companies

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

Simplify Reality
Founded: 2017
United States
simplifyreality.com

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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

Integrations

Amazon Seller Central
Autotask PSA
Device42
Facebook
Facebook Ads
Facebook Messenger
Forethought
Instagram
Instagram Ads
Jira
Microsoft Intune
Okta
PagerDuty
QuickBooks Online
Shopify
WordPress
X (Twitter)
Zapier
Zoom
bvoip

Integrations

Amazon Seller Central
Autotask PSA
Device42
Facebook
Facebook Ads
Facebook Messenger
Forethought
Instagram
Instagram Ads
Jira
Microsoft Intune
Okta
PagerDuty
QuickBooks Online
Shopify
WordPress
X (Twitter)
Zapier
Zoom
bvoip
Claim HaloCSM and update features and information
Claim HaloCSM and update features and information
Claim Simplify Reality and update features and information
Claim Simplify Reality and update features and information