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.
About HaloCSM
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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Pricing
Starting Price:
£40 per user per month
Pricing Details:
All inclusive - no tiered options.
Price per user decreases as you grow
Price per user decreases as you grow
Company Information
HaloCSM
United Kingdom
www.usehalo.com
Videos and Screen Captures
Every Conversation, One Workspace
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Chromebook
On-Premises
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online
HaloCSM Frequently Asked Questions
HaloCSM Product Features
CRM
Calendar/Reminder System
Supported
Document Storage
Supported
Email Marketing
Supported
Task Management
Supported
Call Logging
Not Supported
Internal Chat Integration
Not Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Not Supported
Mobile Access
Not Supported
Quotes / Proposals
Not Supported
Segmentation
Not Supported
Social Media Integration
Not Supported
Territory Management
Not Supported
Customer Service
Alerts / Escalation
Supported
Appointment Management
Supported
Email Management
Supported
Knowledge Base
Supported
Live Chat
Supported
Performance Metrics
Supported
Queue Management
Supported
Self Service Portal
Supported
Social Media Integration
Supported
Surveys & Feedback
Supported
Virtual Assistant
Supported
Workflow Management
Supported
Call Center Management
Not Supported
