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ease
features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Egentify is an innovative customer support platform specifically designed for ecommerce retailers using Shopify and WooCommerce. Unlike traditional chatbots and outdated helpdesk systems that merely respond to inquiries, Egentify actively engages with customers via chat and phone to perform tangible tasks. It seamlessly integrates with your online store, accessing real-time data during conversations, which enables it to look up orders, process refunds, and address support inquiries autonomously without the need for human intervention or a maintained knowledge base. There is no setup required, allowing for immediate implementation. This efficiency leads to quicker resolutions for merchants, significantly reducing the time spent on repetitive support tasks, while customers benefit from immediate assistance through chat and voice channels. The pricing structure is straightforward, featuring a free plan and eliminating per-resolution charges, ensuring that support costs remain stable regardless of how many tickets the AI resolves. Currently, Egentify is operational on WooCommerce, while its Shopify integration has been completed and is awaiting public launch after app store approval. This positions Egentify as a game-changer in the realm of ecommerce customer service.

Description

HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Shopify Yes 
Azure AI Translator No 
ConnectWise Automate No 
Facebook No 
Facebook Messenger No 
Google No 
HaloITSM No 
HubSpot Customer Platform No 
Instagram No 
Jira No 
Lansweeper No 
Microsoft 365 No 
Microsoft System Center Operations Manager (SCOM) No 
Okta No 
OpenAI No 
Slack No 
Trustpilot No 
WhatsApp No 
X (Twitter) No 
Zoom No 

Integrations

Shopify Yes 
Azure AI Translator Yes 
ConnectWise Automate Yes 
Facebook Yes 
Facebook Messenger Yes 
Google Yes 
HaloITSM Yes 
HubSpot Customer Platform Yes 
Instagram Yes 
Jira Yes 
Lansweeper Yes 
Microsoft 365 Yes 
Microsoft System Center Operations Manager (SCOM) Yes 
Okta Yes 
OpenAI Yes 
Slack Yes 
Trustpilot Yes 
WhatsApp Yes 
X (Twitter) Yes 
Zoom Yes 

Pricing Details

$39/month
Free Trial No 
Free Version Yes 

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Egentify, Inc.

Founded

2026

Country

United States

Website

egentify.com

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management Yes 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics Yes 
Queue Management Yes 
Self Service Portal Yes 
Social Media Integration Yes 
Surveys & Feedback Yes 
Virtual Assistant Yes 
Workflow Management Yes 

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