Name: Customerly
Author: Customerly

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Accessibility Testing

Beta Testing

Continuous Integration

Cross-Browser Testing

Feature Management

Functional Testing

Development

Business Intelligence (BI)

Calendar

Collaboration

Emissions Management

Enterprise Content Management

Enterprise

Accounting

Accounts Payable

Crypto Tax

Treasury Management

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Custom Software Development Services

Database-as-a-Service (DBaaS)

Enterprise Printing

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

IoT Device Management

Managed Private Cloud

Mobile Device Management (MDM)

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Requirements Management

Unified Communications Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Ecommerce Personalization

Email Marketing

Marketing Automation

Mobile Advertising

Product Intelligence

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Government Contracting

Sales Enablement

eCommerce Analytics

Sales

Cloud Security Posture Management

Security

Apparel

Banking

Direct Secure Messaging

Financial Services CRM

Geographic Information

Medical Office EMR & EHR

Mental Health

Text Analysis

Vertical-Specific

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### Live Chat Solutions
Users also appreciate Customerly's live chat feature for streamlining customer service and issue resolution. However, some users have expressed concerns about the impact on site speed and encountered difficulties with account management and support responsiveness. Despite these challenges, many users find Customerly's live chat solutions to be effective in enhancing customer communication and support processes.

### Email Marketing Tools
Users across various reviews consistently highlight Customerly's email marketing tools as a standout feature, emphasizing its role in improving customer communication, generating new leads, and automating sales funnels. The ability to create visually appealing emails quickly and efficiently has been a key factor in users' positive experiences with the platform. Additionally, the integration of email marketing within Customerly's suite of tools has been instrumental in building trust and nurturing relationships with customers.

### Customer Support and Helpdesk
Users generally praise Customerly's customer support and helpdesk features. The feedback highlights the ease of installation, functionality covered by the free version, and the overall stability of the software. However, some users have pointed out areas for improvement, such as the survey builder needing enhancements, limitations in displaying surveys to all visitors, and the need for quicker responses from the customer support team. Despite these minor drawbacks, the consensus leans towards positive experiences with Customerly's customer support and helpdesk capabilities.

### Software Usability and Features
Users consistently praise Customerly's software for its intuitive design and versatile functionality, emphasizing its value for money and the inclusion of premium features at no extra cost. While some minor features are noted to be missing, overall, users find that Customerly's software usability and features meet their business needs effectively. The positive feedback regarding the software's stability, ease of use, and responsive support further solidifies its reputation as a reliable tool for businesses seeking comprehensive features and user-friendly functionality.

### Pricing and Plans
Users consistently appreciate Customerly's pricing and plans structure for its initial affordability and the inclusion of essential features in the free tier. However, some users express frustration with the platform's evolving pricing model, citing unexpected changes and limitations that have led to increased costs. Despite this, many users find value in Customerly's pricing and plans, especially for its ability to cater to the needs of small companies and startups. The platform's mix of free and paid options, coupled with access to advanced features, continues to be a point of interest for users evaluating customer service solutions.

### Performance and Analytics
Users generally appreciate Customerly's responsiveness in enhancing their customer service efforts. However, there are concerns raised about the impact of Customerly on site speed and website ranking, particularly in relation to Google PageSpeed Insights. This mixed feedback suggests that while Customerly's performance and analytics capabilities are valued for customer service, there is room for improvement in optimizing website performance metrics.

Customers of Customerly have made several recommendations based on their experiences with the tool. The three most common recommendations are as follows:

1. 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.

2. 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.

3. 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.

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.

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.

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Customerly

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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