Customerly - 2024 Pricing, Features, Reviews, & Alternatives

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.