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Customerly, an all-in-one customer support and engagement platform, has proven to be a valuable tool for businesses of all sizes. With its …
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is Customerly?
Customerly Features
- Supported: Contact Management
- Supported: Mobile Access
- Supported: Activity Dashboard
- Supported: Document Storage
- Supported: Email Marketing
- Supported: Interaction Tracking
- Supported: Lead Generation
- Supported: Lead Management
- Supported: Marketing Automation
- Supported: Segmentation
- Supported: Social Media Integration
- Supported: Workflow Management
- Supported: Dashboard
- Supported: Performance Metrics
- Supported: Automated Responses
- Supported: Automated Routing
- Supported: Chatbot
- Supported: Code-free Development
- Supported: Customer Support
- Supported: Customizable Branding
- Supported: For Sales/Marketing
- Supported: Language Detection
- Supported: Lead Capture
- Supported: Lead Qualification
- Supported: Query Suggestions
- Supported: Transfers/Routing
- Supported: Churn Management
- Supported: Communication Management
- Supported: Content Creation
- Supported: Feedback Management
- Supported: Gamification
- Supported: Live Chat
- Supported: Reporting/Analytics
- Supported: Activity Tracking
- Supported: Auto-Responders
- Supported: Customer History
- Supported: Customizable Templates
- Supported: Inbox Management
- Supported: Knowledge Base Management
- Supported: Real Time Notifications
- Supported: Reporting & Statistics
- Supported: Self Service Portal
- Supported: Surveys & Feedback
- Supported: Third Party Integrations
- Supported: Customer Surveys
- Supported: Event Triggered Actions
- Supported: Image Library
- Supported: List Management
- Supported: Mobile Optimized Emails
- Supported: Multi-Channel Marketing
- Supported: Real Time Analytics
- Supported: Subscriber Management
- Supported: Template Management
- Supported: WYSIWYG Editor
- Supported: Collaboration Tools
- Supported: Drag & Drop Editor
- Supported: Knowledge Management
- Supported: Mobile Interface
- Supported: Multi-Language
- Supported: Rich Text Editor
- Supported: SEO Management
- Supported: Contact Database
- Supported: Data Import/Export
- Supported: Lead Database Integration
- Supported: Lead Nurturing
- Supported: Canned Responses
- Supported: Geotargeting
- Supported: Offline Form
- Supported: Proactive Chat
- Supported: Screen Sharing
- Supported: Website Visitor Tracking
- Supported: CRM
- Supported: Campaign Analytics
- Supported: Campaign Management
- Supported: Conversion Tracking
- Supported: Engagement Tracking
- Supported: Multi-Campaign
- Supported: Mobile Survey
- Supported: NPS of Customers
- Supported: Data Analysis Tools
- Supported: Question Library
- Supported: Skip Logic
Customerly Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Android, iPhone, iPad |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Customerly, an all-in-one customer support and engagement platform, has proven to be a valuable tool for businesses of all sizes. With its intuitive interface and comprehensive feature set, Customerly addresses a range of needs across various industries.
One of the primary use cases for Customerly is improving customer support. Users praise the platform for its live chat feature, which allows for quick response times and streamlined resolution of problems and inquiries. The standalone help desk further enhances attention to customer issues, ensuring that no query goes unanswered.
Another significant use case of Customerly is lead interaction and client engagement. By integrating the live chat support software into websites, businesses can engage prospects before they make a purchase, guiding them towards product sales. This functionality, along with seamless integration with popular CMS web development tools like WordPress, enables businesses to generate leads and improve sales effectively.
Customerly also excels in email marketing and automation. Users appreciate the platform's ability to create and automate sales funnels, build trust with customers, and nurture relationships through targeted email campaigns. Additionally, Customerly's web chat feature demonstrates a commitment to customer service and professionalism for small businesses seeking efficient communication channels with their prospects.
The versatility of Customerly is undeniable. Its features extend beyond traditional customer support and encompass managing email campaigns, automations, surveys, and even recovering lost contacts when users are not available. Furthermore, the high open rates for campaigns coupled with video chat and screensharing support highlight the effectiveness of Customerly as an all-in-one solution for managing customer support and engagement efforts.
In summary, Customerly offers a range of solutions for businesses seeking to enhance their support systems, engage clients effectively, automate marketing efforts, and provide personalized experiences to their customers. With its impressive functionality, ease of use, and responsive support team, Customerly proves to be an invaluable tool for optimizing customer satisfaction rates and driving business growth.
Comprehensive Set of Features: Many users appreciate the comprehensive set of features offered by Customerly, which are perfect for running a SaaS business. Some users have mentioned that these features include client support and notifications about updates and product releases.
Customizable Workflows: The customizable workflows in Customerly have been highly praised by users. These workflows allow for advanced drip campaigns, performance tracking, and a pleasant onboarding experience for customers. Several reviewers have found this feature to be intuitive and easy to use despite its level of complexity.
Responsive Customer Support: Users value the responsive customer support provided by Customerly. Reviewers have consistently mentioned that the customer support team is helpful, knowledgeable, and professional. They appreciate the prompt assistance received from the team whenever they had any software issues or queries.
Integration with Zapier on Slack: Some users have expressed a desire for better integration between Customerly and Zapier on the Slack channel.
Missing small features: Several users have mentioned that they would like to see some additional small features in Customerly, such as the ability to add buttons to outbound chats and improved templates for getting started.
Difficulty managing multiple chats and lack of integrated ticket system: A common concern among reviewers is the difficulty in managing multiple chats within Customerly, as well as the absence of an integrated ticket system for offline customer service.
Customers of Customerly have made several recommendations based on their experiences with the tool. The three most common recommendations are as follows:
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Improve existing features: Users have suggested that Customerly should focus on enhancing and refining its current features, specifically optimizing the live chat and marketing funnel capabilities to provide a smoother user experience and better overall performance.
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Integrate with common tools: Many users have recommended that Customerly should integrate with popular tools and platforms to make it easier for businesses to connect Customerly with their existing systems and streamline their workflow.
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Enhance bug-free performance: Customers appreciate the positive changes made by Customerly based on their feedback but have indicated that there is room for improvement in terms of bug-free performance. They suggest that the development team continues to prioritize maintaining a stable and reliable platform.
Overall, customers recommend Customerly for its email marketing capabilities, help desk ticketing, email campaigns, and surveys functionalities. They appreciate its responsiveness to customer feedback and expect further enhancements in existing features, integrations, and bug-free performance.