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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.
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About
Get a complete overview of the whole KCS journey, next available steps, dependencies, and achievements, exploring Swarmica development tree that guides you through all KCS techniques and phases. It's easy for agents to search through the available knowledgebase right from the ticket workspace and if such knowledge is missed to capture it immediately with minimal effort. Attach, and detach the tickets associated with the issue documented in the knowledgebase to observe the product patterns and trends. Define performance evaluators and give them a tool to assess the adherence to KCS process and the quality of created articles. Provide feedback to agents and make their personal goals aligned with the organization's ones.
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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
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.
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Audience
Organizations searching for a comprehensive software that helps with customizable workflows, templates, and best practices for every stage of the KCS
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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
£40 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
No information available.
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 InformationSwarmica
Founded: 2022
Bulgaria
swarmica.com/product
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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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Integrations
Freshdesk
Salesforce
3CX
Autotask PSA
Azure AI Translator
Facebook
HaloITSM
HubSpot Customer Platform
Jira
Lansweeper
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Integrations
Freshdesk
Salesforce
3CX
Autotask PSA
Azure AI Translator
Facebook
HaloITSM
HubSpot Customer Platform
Jira
Lansweeper
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