HaloCRM Review

HaloCRM is a customizable help desk solution that offers a modern and intuitive interface, deployable both on-premise and in the cloud. The platform centralizes all customer communications into a single scalable solution that includes a knowledge base, a self-service portal, automation features, and a virtual agent.
The system is highly configurable, with customizable branding, and is virtually unique thanks to its simple yet comprehensive structure. HaloCRM is designed to work flexibly across any industry and for teams of all sizes.

HALOCRM – TUTORIAL

HALOCRM – FEATURES

• Centralized communication: manage all customer interactions (email, live chat, SMS, phone calls, social media, self-service portal) from a single unified service desk.
• Live chat and chatbot: includes live chat functionality with features such as agent timers, configurable waiting messages, and AI-powered chatbot integrations for immediate and interactive support.
• Multichannel integration: seamlessly switch between communication channels within the same ticket without losing conversation history.
• Ticket management: powerful automation and collaboration tools for ticket handling, including automatic routing, status tracking, and parent/child ticket linking.
• Automation: automate repetitive tasks and leverage workflows to manage ticket priority, assignment, and escalation based on predefined rules.
• Workflow management: use powerful drag-and-drop workflows, either ready-made or custom-built, to handle complex processes.
• AI Copilot and integrations: integrate AI features (including ChatGPT and Forethought AI) for tasks such as knowledge article generation, report analysis, and AI-based customer profiling.
• Reporting and analytics: real-time monitoring, reporting, and statistics through a centralized dashboard to track performance metrics, average handling times, and customer feedback.
• Data insights: use AI to identify key trends and patterns in data to support informed decision-making.
• Lead management: simplify the sales process by allowing teams to track leads, view progress, and manage distribution lists.
• Campaign management: simplified creation and management of email campaigns.
• Contact database: a centralized database of contacts and customers with interaction tracking and history for a complete 360-degree view.
• Integrations: offers a wide range of native integrations with popular apps such as Microsoft Teams, Slack, Azure, Jira, and Zoom to centralize systems into one platform.
• Customization and deployment: highly configurable with customizable templates and fields, and a modern UI deployable on-premise or in the cloud.