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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.

About

Make your customers happy. We'll give you the tool you need. Personalized and quick answers will satisfy your customers. With Zammad you can manage and organize your team and your tickets to make your customer support draw a smile on your customers face. Keeping track of proceedings is the name of the game when it comes to dealing with customers. Whether as agent or as manager, the dashboard gives you an exact overview of the current situation. As agent you (and only you) can see, how good your performance is. As an organisation one is nowadays not only reachable by telephone. With Zammad you bring together different customer communication channels such as telephone, e-mail, SMS or Twitter. Zammad is auditable. That’s the reason it is often used in banks. Via the ticket history it’s possible to reconstruct at any time who changed which attribute to which value. With Zammad you can easily create individual fields like a desired deadline.

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

Growing and enterprise organizations that want to consolidate sales, marketing, customer service, automation, reporting, and customer data into one customizable platform

Audience

Companies needing a help desk tool to handle customer queries, connect with clients and track support tickets

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

£59 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Version
Free Trial

Pricing

5€/user/month
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

Zammad
Germany
zammad.com

Alternatives

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Helpy

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Fidelis Halo

Fidelis Halo

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OFORK

OFORK

OFORK - Kim-KI
Support.cc

Support.cc

500apps
HaloPSA

HaloPSA

Halo Service Solutions

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

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Integrations

Forethought
Microsoft 365
Slack
Autotask PSA
Checkmk
ConnectWise Automate
Facebook
GitHub
HaloITSM
Jira
Lansweeper
Microsoft Intune
OpenAI
Prometheus
Pronnel
QuickBooks Online
Salesforce
Splunk Cloud Platform
Twilio
WordPress

Integrations

Forethought
Microsoft 365
Slack
Autotask PSA
Checkmk
ConnectWise Automate
Facebook
GitHub
HaloITSM
Jira
Lansweeper
Microsoft Intune
OpenAI
Prometheus
Pronnel
QuickBooks Online
Salesforce
Splunk Cloud Platform
Twilio
WordPress
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