Customerly

Create an astonishing customer service experience seamlessly

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.

Pricing starting from:

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Customerly

Key benefits of Customerly

  • Embed a live chat widget into the company website in order to capture leads and provide customers with an outlet to make requests and complaints, or provide feedback.

  • Manage tickets within the Customerly backend with the ability to see all assigned tickets, view a customers profile, access their contact history, and resolve cases.

  • Enhance the chat experience with two-way video streaming, photo attachments, and real-time user data, such as when they were last active and whether they’re a paid user or not.

  • Plan and manage email marketing campaigns within Customerly. Utilize the pre-built email and newsletter templates or create them from scratch using the WYSIWYG editor. Analyze campaign performance with data on click-throughs and bounces.

  • Analyze customer satisfaction with the tools to create and deploy surveys to customers. Surveys can include custom question types and can be sent out via email to selected customers.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    China, Germany, United Kingdom, Ireland, Japan , United States

    Supported Languages

    English, French, German, Italian, Spanish

    Pricing starting from:

    US$29.00/month

    • Free Version
    • Free Trial
    • Subscription

    Top 5 alternatives to Customerly

    Images

    Customerly Software - Live Chat software
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    Features

    Total features of Customerly: 134

    • @mentions
    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Auto-Responders
    • Automated Responses
    • Automated Routing
    • Behavior Tracking
    • CRM
    • Campaign Analytics
    • Campaign Management
    • Campaign Scheduling
    • Campaign Segmentation
    • Canned Responses
    • Chat/Messaging
    • Chatbot
    • Churn Management
    • Click Tracking
    • Code-free Development
    • Collaboration Tools
    • Commenting/Notes
    • Communication Management
    • Conditional Logic
    • Contact Database
    • Contact Management
    • Content Creation
    • Content Library
    • Conversion Tracking
    • Customer Database
    • Customer Experience Management
    • Customer History
    • Customer Segmentation
    • Customer Service Analytics
    • Customer Support
    • Customer Surveys
    • Customizable Branding
    • Customizable Fields
    • Customizable Forms
    • Customizable Templates
    • Customization
    • Dashboard
    • Data Analysis Tools
    • Data Import/Export
    • Data Visualization
    • Document Storage
    • Drag & Drop
    • Drag & Drop Editor
    • Email Campaign Management
    • Email Distribution
    • Email Management
    • Email Marketing
    • Email Templates
    • Email Tracking
    • Engagement Tracking
    • Event Triggered Actions
    • Feedback Management
    • File Management
    • File Sharing
    • File Transfer
    • For Sales / Marketing
    • Gamification
    • Geotargeting
    • Image Library
    • Inbox Management
    • Intent Recognition
    • Interaction Tracking
    • Knowledge Base Management
    • Knowledge Management
    • Language Detection
    • Lead Capture
    • Lead Database Integration
    • Lead Generation
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • List Management
    • Live Chat
    • Mailing List Management
    • Marketing Automation
    • Meeting Management
    • Mobile Access
    • Mobile Interface
    • Mobile Optimized Emails
    • Mobile Survey
    • Multi-Campaign
    • Multi-Channel Communication
    • Multi-Channel Marketing
    • Multi-Language
    • NPS of Customers
    • Offline Form
    • Performance Management
    • Performance Metrics
    • Proactive Chat
    • Process/Workflow Automation
    • Query Suggestions
    • Question Library
    • Ratings / Reviews
    • Real Time Analytics
    • Real Time Data
    • Real Time Notifications
    • Real Time Reporting
    • Real-time Consumer-facing Chat
    • Reporting & Statistics
    • Reporting/Analytics
    • Rich Text Editor
    • Rules-Based Workflow
    • SEO Management
    • Screen Sharing
    • Search/Filter
    • Segmentation
    • Self Service Portal
    • Skip Logic
    • Social Media Integration
    • Spam Blocker
    • Subscriber Management
    • Support Ticket Management
    • Survey Builder
    • Survey/Poll Management
    • Surveys & Feedback
    • Tagging
    • Template Management
    • Text Editing
    • Third Party Integrations
    • Transcripts/Chat History
    • Transfers/Routing
    • Trend Analysis
    • Video Conferencing
    • WYSIWYG Editor
    • Website Integration
    • Website Visitor Tracking
    • Widgets
    • Workflow Management

    Alternatives

    Intercom

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    Automizy

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    HelpCrunch

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    Reviews

    Overall rating

    4.6 /5
    (54)
    Value for Money
    4.4/5
    Features
    4.3/5
    Ease of Use
    4.5/5
    Customer Support
    4.3/5

    Already have Customerly?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 54
    Nenad
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Customerly – A Live chat built for startups.

    Reviewed on 05/07/2019

    5 Stars - We've used more chat software than we can count on one hand and Customerly take the top...

    5 Stars - We've used more chat software than we can count on one hand and Customerly take the top by a landslide.

    Pros

    This software changed how we handle customer support, No more are the days of clunky software with loud bells and alarms to let us know there's a chat incoming, Nowadays we're met with an amazing fluid interface which lets us see important lead information, Set up Tags and Events for email marketing funnels and organise customer chats in an elegant web panel.

    It's ease of use is industry leading and for such a young company a start like this is good news.

    Cons

    There's no real production worthy complaints about this software, One thing to keep in mind is they are a fresh company, They're human and as all new companies and humans, we make mistakes, we learn and we grow - Whilst there's times that the UI or a feature isn't as polished as a big competitor Luca and his team send lots of emails to keep us up to date on what's happening and how to bring even more value to our clients.

    Harsh
    Overall rating
    • Industry: Photography
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Awesome Product

    Reviewed on 21/07/2020

    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

    Intercom

    Reasons for Switching to Customerly

    Better plans and pricing. Has a free version to check out the service and to make an informed decision.
    Lorenzo
    Overall rating
    • Industry: Internet
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Perfect CRM

    Reviewed on 30/09/2022

    Pros

    It has all the features of a CRM combined together

    Cons

    Not all available features are needed all the time

    Federico
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • 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.

    Maud
    Overall rating
    • Industry: Financial Services
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    The product met my expectation.

    Reviewed on 13/11/2022

    Pros

    Intuitive and versatile functionality of marketing tools. A powerful tool for customer communication.

    Cons

    There is nothing that I find missing in the product.

    Showing 5 reviews of 54 Read all reviews

    Customerly FAQs

    Below are some frequently asked questions for Customerly.

    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

    Customerly has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

    Customerly supports the following languages:

    English, French, German, Italian, Spanish

    Customerly supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Customerly integrates with the following applications:

    LeadsBridge, WordPress, Zapier

    Customerly offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep)

    Related categories

    See all software categories found for Customerly.