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Customer Self-Service

Free up your team’s time and increase customer happiness with customer self-service features, including customer portals, knowledge base, web widgets and more.

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Customer Self-Service Features

Free up your agent’s time with a fully customisable, white-labelled customer portal. Customers can access their existing inquiries, raise tickets, use live chat or interact with a bot, and even find solutions from your own easy-to-navigate knowledge base.

Introducing self-service options to customers reduces workload for agents, freeing up their time to focus on the harder, more in-depth enquiries that need closer attention.

Many customers enjoy having autonomy to self-help as a first port of call, HaloCRM helps you deliver data-rich resources to help them do their own first-time fixes.

Self-service options, such as AI ChatBots and a knowledge base, allow your organisation to provide a 24/7 support service, even when your agents are asleep.

White labelled, multi language portals to skyrocket satisfaction

HaloCRM gives you the option of multiple, white-labelled, multi-language customer portals. Make a customer facing portal that is wholly on-brand, with the widget options you want, available 24/7. With a wide range of widgets available, such as form logging, a knowledge base, documentation hub and even your own custom pages, make the experience you want for customers with no coding knowledge needed.

Embed forms and surveys wherever you need them

The HaloCRM web widget allows you to embed your own configurable, white-labelled forms onto your own website or intranet. Create your own rulesets within the forms, allowing specific fields or values to be shown or hidden depending on previous selections made in the form or contact attributes. Options include forms for any type of customer request, or even your own customer surveys.

Help those who like to help themselves

Some customers will prefer helping themselves as a first port of call over going straight to a customer service team via call, email or other channels. Give them the tools they need for their own first-time fix, with a rich knowledge base complete with embedded video and image content. Get feedback fast from your customer base about which articles work best, with automated audit of article clicks, and a voting mechanism built into the articles themselves. There’s even a dynamic comment box, which appears whenever a negative repsonse is given on an article, prompting for more in-depth customer feedback.

Let the robots do the work

Take the pressure off your agents and give customers the tools they need to successfully help themselves, with the HaloCRM chatbot. Allow our bot to work with your customers to solve enquiries, suggest knowledge base content and even log enquiries with your real-life agents when needed. In-depth analytics in our reporting suite can then show you how many enquiries our bot has avoided reaching a human, and even trend analysis into which type of enquiries you’re getting the most.

You're in good company

100,000+ people, from 75+ countries, trust HaloCRM to deliver their IT Service Desk:

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