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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Use Cases
Knowledge Base for Customers and Teams:
Offer a seamless self-service experience with AI search, auto-tagging, and analytics to boost productivity and reduce support queries.
IT Documentation (Including API Docs)
Simplify technical documentation with markdown support, version control, and API-friendly features like code embedding and AI-driven insights.
Standard Operating Procedures (SOPs)
Maintain consistent workflows with centralized SOPs, AI content suggestions, and easy updates for team alignment.
User Manuals
Deliver user-friendly manuals with customization, localization, and AI tools for faster, polished content.
Learn more
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
Document Storage
Email Marketing
Task Management
Call Logging
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Territory Management
Customer Service
Alerts / Escalation
Appointment Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Call Center Management
