Zoomin

Zoomin

Zoomin Software
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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

Deliver effortless self-service with personalized content at key points in the customer journey. Transform the technical content you already own into a great self-service experience. Deliver personalized, relevant and easy-to-find answers that customers need in your documentation portal, community, support site, and in your product. Enable your remote workforce by delivering real-time guidance that analyzes each support case and recommends contextually relevant technical content. Strengthen your product value and improve the customer experience by understanding areas of friction and how customers are engaging with your content. Zoomin integrates seamlessly with dozens of leading tools and platforms, providing a scalable solution that provides the product answers your customers need, effortlessly without your existing workflow.

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 that want to offer product answers and a documentation portal to customers

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

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

Zoomin Software
Founded: 2015
United States
www.zoominsoftware.com

Alternatives

Snapforce

Snapforce

SnapForce Technologies

Alternatives

Fidelis Halo

Fidelis Halo

Fidelis Security
Enghouse eKMS

Enghouse eKMS

Enghouse Interactive
HaloPSA

HaloPSA

Halo Service Solutions

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

Software Documentation Features

Access Roles / User Permissions
Automatic Documentation Generation
Collaboration Tools
Docs Web Hosting
Feedback Capture
Markdown Support
Multiple Formats Support
Multiple Versions Support
reStructured Text Support
Version Control
Webhooks
WYSIWIG Editor

Integrations

Jira
Salesforce
ServiceNow
3CX
AnyDesk
Device42
Facebook Messenger
MadCap IXIA CCMS
Meta Ads
Microsoft 365
Microsoft Intune
Prometheus
QuickBooks Online
RingCentral RingCX
TeamViewer
Twilio
X (Twitter)
Zapier
Zendesk
Zoom

Integrations

Jira
Salesforce
ServiceNow
3CX
AnyDesk
Device42
Facebook Messenger
MadCap IXIA CCMS
Meta Ads
Microsoft 365
Microsoft Intune
Prometheus
QuickBooks Online
RingCentral RingCX
TeamViewer
Twilio
X (Twitter)
Zapier
Zendesk
Zoom
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Claim HaloCSM and update features and information
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