SnapforceSnapForce Technologies
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Related Products
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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.
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About
Manage your sales pipeline effectively, with activity based selling. See which deals need outreach, have past due activities, and schedule new activities right from your pipeline view. The Deals module helps you track your leads/deals through the sales cycle. Filtered views can be created to display deals separated by probability, stage, expected close date range, amount, and more. Closed/Won sales can be tracked and displayed in a sales pipeline report. This report can be broken down by many factors, including sales rep and date range. Forecasts can be completed for the next month, quarter, or year by calculating previous sales, competition, and trends.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Growing and enterprise organizations that want to consolidate sales, marketing, customer service, automation, reporting, and customer data into one customizable platform
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Audience
Companies that need a CRM system
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
£59 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Version
Free Trial
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Pricing
$12 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHaloCSM
United Kingdom
www.usehalo.com
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Company InformationSnapForce Technologies
Founded: 2013
United States
snapforce.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Facebook
QuickBooks Online
X (Twitter)
Active Directory
Amazon Seller Central
Constant Contact
Google
HubSpot CRM
HubSpot Customer Platform
Jira
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Integrations
Facebook
QuickBooks Online
X (Twitter)
Active Directory
Amazon Seller Central
Constant Contact
Google
HubSpot CRM
HubSpot Customer Platform
Jira
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