Customerly Features

Customerly

Customer lifecycle software for support, automation & more

4.65/5 (31 reviews)

Customerly Feature Summary

  • Live chat
  • File sharing
  • Chat history
  • Proactive chat
  • Canned responses
  • Screen sharing
  • Real-time chat
  • Contact history
  • Custom forms
  • Customer database
  • Customizable branding
  • Customizable templates
  • Help desk management
  • Instant messaging
  • Lead capture
  • Search functionality
  • Video support
  • Workflow management
  • Feedback management
  • Campaign analysis
  • Customizable questions
  • API
  • Chat
  • Email templates
  • Surveys & feedback
  • Ticket management
  • WYSIWYG editor
  • Filtered views
  • Two-way audio & video
  • Request assignment
  • Customer complaint tracking
  • Support ticket tracking
  • Campaign management
  • Widgets
  • Customer experience management
  • Email marketing
  • Geotargeting
  • Chat transcript
  • Conditional logic
  • Customer service analytics
  • Customer support tracking

Competitor Feature Comparison

API
Campaign Analysis
Campaign Management
Chat
Chat Transcript
Conditional Logic
Contact History
Custom Forms
Customer Complaint Tracking
Customer Database
Customer Experience Management
Customer History
Customer Service Analytics
Customizable Branding
Customizable Questions
Customizable Templates
Email Marketing Management
Email Templates
Feedback Automation
Feedback Collection
Feedback Management
Filtered Views
Geotargeting
Help Desk Management
Instant Messaging
Knowledge Base Management
Lead Capture
Real Time Data
Reporting & Statistics
Request Assignment
Request Routing
Search Functionality
Self Service Portal
Single Sign On
Support Ticket Management
Support Ticket Tracking
Surveys & Feedback
Third Party Integration
Two-Way Audio & Video
Video Streaming
Video Support
WYSIWYG Editor
Widgets
Workflow Management
Learn moreCompare App
API
Campaign Analysis
Campaign Management
Chat
Chat Transcript
Conditional Logic
Contact History
Custom Forms
Customer Complaint Tracking
Customer Database
Customer Experience Management
Customer History
Customer Service Analytics
Customizable Branding
Customizable Questions
Customizable Templates
Email Marketing Management
Email Templates
Feedback Automation
Feedback Collection
Feedback Management
Filtered Views
Geotargeting
Help Desk Management
Instant Messaging
Knowledge Base Management
Lead Capture
Real Time Data
Reporting & Statistics
Request Assignment
Request Routing
Search Functionality
Self Service Portal
Single Sign On
Support Ticket Management
Support Ticket Tracking
Surveys & Feedback
Third Party Integration
Two-Way Audio & Video
Video Streaming
Video Support
WYSIWYG Editor
Widgets
Workflow Management
Visit WebsiteCompare App
API
Campaign Analysis
Campaign Management
Chat
Chat Transcript
Conditional Logic
Contact History
Custom Forms
Customer Complaint Tracking
Customer Database
Customer Experience Management
Customer History
Customer Service Analytics
Customizable Branding
Customizable Questions
Customizable Templates
Email Marketing Management
Email Templates
Feedback Automation
Feedback Collection
Feedback Management
Filtered Views
Geotargeting
Help Desk Management
Instant Messaging
Knowledge Base Management
Lead Capture
Real Time Data
Reporting & Statistics
Request Assignment
Request Routing
Search Functionality
Self Service Portal
Single Sign On
Support Ticket Management
Support Ticket Tracking
Surveys & Feedback
Third Party Integration
Two-Way Audio & Video
Video Streaming
Video Support
WYSIWYG Editor
Widgets
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


29 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


30 reviews

Customerly Feature Reviews

25 reviewers had the following to say about Customerly's features:

Giuseppe Suanno

Customerly: the best app!

2018-09-06

Solved communication via chat with the customer for technical assistance.

Pros

Ease of use and integration with third-party platforms.

Cons

It would be nice if there was the functionality in the chat to make a screenshot of the screen so that the customer can easily give us the information necessary to assist him.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Customerly


Thanks for your business Giuseppe. We love all of our customers.
We have a screenshot functionality for your Live chat users :)
It was one of our first feature.

Read more
Anonymous
(Computer Software company, 11-50 employees)

What you need for your customers

2018-09-05

It helps me every day in my job dealing with both customer care and marketing

Pros

My favourite feature, concerning customer support, is that you can easily have the recap about the customer you are dealing with like contacts, what he did in the past, licences bought etc.

Cons

The tool for the automatic mail template

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Customerly


Thanks for your feedback. We are improving the automation and email builder section.
Thanks again

Read more
Cuong Tran

The powerful support live chat for any website

2019-08-09

I integrate Customerly with my Facebook Fanpage and it worked together well.

Pros

Its multi-language support, webhook and API support, the smart assignment is my favorite function as well.

Cons

The live chat widget works fast and stable but the backend dashboard is rather slow performance.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Francisco Opazo

Reasonable Price for killer features

2018-09-06

Mobile app and desktop notifications help me to increase the response time to provide support to my customers, I have sent campaigns and the open rate is incredible.

Pros

In-app notifications via widget are very useful Price vs features quite fair for any small business.

Cons

No Knowledgebase at the moment but is in their roadmap.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Roderich Ruhl

Promising but horrible non-existant customer service

2019-02-19

What started out good turned into a nightmare once the customerly started to import email messages from admin user as chat messages and deleting them from SMTP server.

Pros

Price and Feature Set are well balanced.

Cons

Non-responsive support. Missing help documentation Convoluted Setup with minimal explanation

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No

Response from Customerly


Hi Roderich,

I'm sorry you had this experience with Customerly.

I'm sure that Gianni has replied to you yesterday explaining how MX works.

If you setup your MX pointed to Customerly we handle all the incoming emails as conversation.

This is a feature of ours is not a nightmare.

When you set up the MX record we flag it as Optional. Is not required.

This was explained from Gianni and you said that was clear to you and was fixed.

If you need any help our customer service now reply in less than 24h thanks to three people that are constantly working on this.

Thanks for your review

Read more
Luis PW

Live chat with other cool functionalities and integrations

2018-12-21

The live chat works like a charm and the email automation module is quite easy to get on with.

Pros

What I love about Customerly is that it has 3 different modules: live chat, newsletter/email automation and survey pop-up.

Cons

The only thing I don't like is that people don't submit their details directly to Customerly, so I have to import emails every now and then, but it's not a big deal.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Accounting company, 11-50 employees)

Customerly is amazing!

2018-09-04

With Customerly I managed to keep email campaigns, automations, surveys and customer support all together.

Pros

The in-app surveys are amazing!

Cons

Nothing particularly. Probably the e-mail builder could be improved but I know they're working on.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Michele Pierangeli

Powerful way to manage all the web communication!

2019-01-17

Pros

Everything is very easy to use integrations, automations, chat, it's really a great software that is helping a lot managing and growth the communication.

Cons

I had a little trouble managing the domain and email reception at first but It has been really manageable and the customer service is awesome.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrea Lopez Suarez

My review

2018-09-04

Pros

- simple and intuitive graphics - optimal nps management -personalization of mail automation flows - possibility of creating surveys in a simple way

Cons

nothing, It's perfect for my job. I do not know what to add

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, myself only employees)

Not quite there yet

2019-08-28

Pros

I purchased this as a Lifetime deal and on the surface, it is feature-packed and good for startups that are looking for an all in one marketing solution.

Cons

The UI is often buggy and confusing to use, and the customization features are severely lacking.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Melvin ★LION★ Singapore

Recommended for Marketing Automation

2018-12-12

Positive

Pros

Customerly has 3 different apps which work together but im only using Live Chat and email marketing automation.

Cons

Their branded hyperlink will always stay on the live chat widget.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Nenad Jovanovic

Customerly – A Live chat built for startups.

2019-07-05

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nico Bütler

A very efficient tool

2019-06-18

As soon as I had it installed I had more customer contact than ever before through my webpage.

Pros

I am also impressed by the functionality it covers the direct contact to the team working on it, and the professional way they promote it.

Cons

I haven't got to that point yet. Until now everything went without me seeing something I would have wished to be better. But I'm still a new user to it. Maybe somebody has to ask again in a few months :)

Rating breakdown

Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ilaria Zambelli

Experience with Customerly

2018-09-06

Pros

I liked the quick operation of the indifference if it is a client or business consultant and the possibility to search for old conversations

Cons

Sometimes the software crash and provides incorrect customer data

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christian Carlino

A must to have tool

2018-09-07

We have received numerous requests from our site and we have been able to recover some contacts that otherwise we would have lost forever.

Pros

It is very simple to use and is complete with all the features necessary for the customer experience

Cons

For the moment nothing, I find it very intuitive and works properly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
mohit jain

A simple CRM tool that works

2018-09-13

A simple CRM tool which works great for our business

Pros

It is very easy to create CRM funnels in customerly and their support team is very responsive

Cons

The email builder is very limited in functionality and could be better

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Micah Binns

Customerly from app sumo

2019-02-05

I think other email programs are more advanced, but customerly makes things easier.

Pros

I didn't use the email portion.

Cons

When I would go to google chrome to login it would consistently mess up and refresh every 5 seconds. Mozilla worked and it seems as this never got fixed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Marco Carotenuto

Customerly Saved Me

2018-09-04

I have been using Customerly for over a year, mainly to manage my newsletter (about 7k users) but I have also used it to create a sales funnel

Pros

I really liked the simplicity with which you can create funnel of email marketing and start earning money soon

Cons

Nothing, the Customerly's team is very serious and ready to listen to every need of those who use the software, so as to satisfy and solve everything.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mauro Germani

Good software

2018-09-04

Pros

It has improved interactions with customers.

Cons

If the customer logs out he restart a new conversation

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Antonio Rotolo

Talk to your customer

2018-09-10

Pros

Customerly is seamlessly integrated with our website and makes it easy to talk to users and solve their problems in real time.

Cons

The chat icon with their logo on our webpage is too definitely too big

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Federico Putignano

The Best Customers support

2018-09-04

I've resolved all of my problems about the comunication with my clients. there wasn't a fast reply about their questions and Customerly helped me with this thing, with a simple and useful program for managing my clients

Pros

I love that i can manage my all clients with a simple and useful platform, the constant support in the live chat is amazing!

Cons

The only thing that i can say is that everyone should have Customerly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sara Schifani

The best customer management software

2018-09-04

Pros

I like Customerly because it helped me to develop my business on my ecommerce site making my visitors interact more with my customer service.

Cons

What I like least is that it is not yet integrated with Facebook Messanger.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Suria Castelli

my first year with customerly

2018-09-06

Pros

i like because it's perfect tool to getting closer to your customers, easy to use. it's useful to be able to search for a customer's ticket history

Cons

Nothing particularly. i like it. it's perfect for my job

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Adeel Khan

Very poor Customer Service

2019-08-29

Pros

NONE didn't gave me chance to use software

Cons

I Bought Life Time Deal from my friend and my account was shutdown with no reason given to me don't buy life time deal hopeless customer service

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Emanuele De sisti

Good product

2018-09-04

Pros

Easy to implement on the web site and easy to use and share with collegues

Cons

None Maybe the chat button in some smaller screens is too invasive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more