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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

eGain Knowledge+AI™, the top-rated, analyst-awarded knowledge management software, guarantees quality customer service by infusing your customer service agents with knowledge, making all agents as productive as your best ones. By providing agents and other users a range of ways to get to information from the common knowledge base, it ensures fast, consistent, and accurate answers. Intelligent knowledge management systems for customer service are leveraging Artificial Intelligence (AI) to find answers to customer questions, guide processes, and help in decision-making. This is a win-win-win — for the customer, the agent, and the business. The customer service knowledge software unifies in it many knowledge management tools, like content management (CMS), search, artificial intelligence, workflow management, knowledge analytics, and others. Using the right knowledge management software ensures you have the right tools to serve the right answers to customers in their time of need.

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 of all sizes and enterprises in need of a solution to improve their customer service operations

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

eGain
Founded: 1997
United States
www.egain.com/products/knowledge-hub/

Alternatives

Snapforce

Snapforce

SnapForce Technologies

Alternatives

Fidelis Halo

Fidelis Halo

Fidelis Security
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

Knowledge Management Features

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Integrations

Active Directory
Amazon Seller Central
ChatGPT
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Ads
Forethought
GfK Etilize
Google
HubSpot CRM
Instagram
Instagram Ads
Lansweeper
Microsoft Intune
Prometheus
Salesforce
Twilio
Zoom
eGain Mail

Integrations

Active Directory
Amazon Seller Central
ChatGPT
Cisco CX Cloud
ConnectWise Automate
Facebook
Facebook Ads
Forethought
GfK Etilize
Google
HubSpot CRM
Instagram
Instagram Ads
Lansweeper
Microsoft Intune
Prometheus
Salesforce
Twilio
Zoom
eGain Mail
Claim HaloCSM and update features and information
Claim HaloCSM and update features and information
Claim eGain Knowledge+AI and update features and information
Claim eGain Knowledge+AI and update features and information