Customerly
About Customerly
Customerly is a customer lifecycle solution for client-facing businesses to manage their relationships with customers, provide support, gather feedback, and automate processes such as email marketing and request routing. The all-in-one tool provides modules for live chat, customer intelligence, surveys, marketing, CRM, and more, and all modules are fully integrated to provide streamlined customer management workflows.
In order to help businesses manage the entire customer lifecycle, whilst creating and nurturing relationships with customers, Customerly offers tools for processing service requests, gathering feedback, analyzing customer behavior, and more. The live chat feature allows businesses to create and install a custom live chat widget on their website in order to acquire new leads and manage tickets. When a customer sends a message within the chat widget, their request is automatically routed to the relevant team member in the Customerly backend, based on message content and customer data. The Customerly chat feature also facilitates two-way video conversations, photo attachments, and screen sharing, to assist with case resolution.
Businesses can segment customers within Customerly in order to deliver targeted marketing campaigns, or send automated messages or surveys. Audiences can be segmented based on rules and conditions such as how long they have been a customer, the last time they completed an action, expiring licenses, and more. Email campaigns can be created within Customerly with tools for building email templates and designing custom newsletters, and campaigns can be analyzed in regards to open and click rates. Funnels can be created to automate the delivery of marketing content and surveys based on conditional logic.
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- Industry: Computer Software
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Customerly does a lot of things well
Reviewed on 27/3/2023
After switching from Intercom—because it became unbearably expensive— we've tried two or three...
After switching from Intercom—because it became unbearably expensive— we've tried two or three similar products, but ultimately, we chose Customerly. We use it to interact with leads and clients, email and drip campaigns, and host Paymo's Knowledge Base. It offers excellent value for the price, and the support and responsiveness of the team are on another level.
Pros
The workflows are very customizable and allow me to set up advanced drip campaigns, track performance, and ensure each of our customers has a pleasant and helpful onboarding experience. For the level of complexity that it offers, Customerly is pretty intuitive.
Cons
There are no significant issues, only a few features missing that we used in previous software.
Response from Customerly
Thank you so much, Laurentiu, for your kind words and to have chosen Customerly over other solutions. We'll do our best to close any gap and bring you more solutions for the fairest price on the market!
- Industry: E-Learning
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Amazing perfect experience!
Reviewed on 28/3/2023
Customerly is helping us to improve our support and also increase our clients engagement satisfactio...
Customerly is helping us to improve our support and also increase our clients engagement satisfaction rate.
Pros
The features that provides are the perfect ones in order to run a SaaS business like ours. Is perfect for client support and also notifying them about new updates and product releases. We love the software!!
Cons
Minor aspects are that we would like to make an integration with zapier on our slack channel when we receive a message from a client. But this is super minor. They provider other useful zapier intergations.
Reasons for Choosing Customerly
Intercom is too expensive and was over complicated to be used for us.Switched From
IntercomReasons for Switching to Customerly
It had all the features for support and client engagement!Response from Customerly
Thank you so much Sergios for your kind words. We love to see we can help other SaaS founders to better engage and communicate with their customers.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Got sick to plans and prices changes
Reviewed on 26/11/2020
We were coming from an enterprise solution (Intercom) so already knew the value of real-time...
We were coming from an enterprise solution (Intercom) so already knew the value of real-time customer interaction. We simply moved to Customerly for cost reduction, but we'll probably move away for the same reason we left Intercom.
Pros
Even though the quality of the software (issues and bugs) is not comparable with other big companies of this market, there's a very wide set of functionalities.
Cons
We're one of the first customers, using software since beginning of 2017. It started as free forever, then moved to "pay this and you'll get it free forever", than .... opsss.... sorry but you have to migrate to a monthly plan ... than .... opsss .. sorry but we introduce a limit on number of contacts in your plan and you have to move to enterprise plan, than .... opssss ..... by now on if you want to keep your 4 users you have to move to another plan, then.... opssss .... we changed monthly plans again, then .... opsssss... enterprise plan has another limit (not written anywhere) of 5000 contacts, so you have to pay more and now they locked a functionalities.
Honestly we're part of the customers that let Customerly exists right now, and I'm sick of this creative and ridiculous change of plans and costs
Response from Customerly
Hi Federico,
Thank you for your time.
We were expecting this since you threatened us to get a better price on your Customerly account.
During the last 3 years, we updated our pricing based on our client's feedback and finally, we have now well-structured pricing that people can understand and identify with it.
We believe our plans are still competitive against our competitors.
When Federico reached out to send a newsletter to 5K people, he was managing 6,2K contacts that needed an upgrade.
We proposed the related Enterprise plan to manage his grown list of 6,2K contacts.
This system has been built to avoid smart people to take advantage of Customerly and send unlimited newsletter by creating small chunks of contact lists for each send. The exact strategy Federico wanted to use.
We tried to explain this but he just didn't want to listen and preferred to threatening us with this review.
Fortunately, we have thousands of customers that love and respect what we do every day.
- Industry: Building Materials
- Company size: 5,001–10,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Brilliant customer management
Reviewed on 21/5/2024
Pros
I like Customerly for it is very user friendly and our customers like it too
Cons
Very rarely do we get any errors while using it.
- Industry: Photography
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Awesome Product
Reviewed on 21/7/2020
Incredibly happy with the software. Works flawlessly and has all the features that a business might...
Incredibly happy with the software. Works flawlessly and has all the features that a business might need and more. Been using Customerly for a long time and am happy with it. I have recommended it to other business as well.
Pros
- Smart assign
- Really cool icons
- Very nice interface.
Cons
- Dashboard could be a less confusing and clutter free.
Alternatives Considered
IntercomReasons for Switching to Customerly
Better plans and pricing. Has a free version to check out the service and to make an informed decision.Customerly FAQs
Below are some frequently asked questions for Customerly.Q. What type of pricing plans does Customerly offer?
Customerly offers the following pricing plans:
- Starting from: US$29.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Startup: $24mo Live Chat + Unlimited Newsletter and Funnels included up to 2000 contacts. Professional: $87mo Live Chat + Unlimited Newsletter and Funnels included up to 5000 contacts. Video Live Chat Smart Assignment rules In-app Surveys NPS Enterprise: Tailored plans starting at $129mo
Q. Who are the typical users of Customerly?
Customerly has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Customerly support?
Customerly supports the following languages:
English, French, German, Italian, Spanish
Q. Does Customerly support mobile devices?
Customerly supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Customerly integrate with?
Customerly integrates with the following applications:
LeadsBridge, WordPress, Zapier
Q. What level of support does Customerly offer?
Customerly offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep)
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