Customerly

4.5 (70)
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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.


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.

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    Reviews

    Overall rating

    4.5 /5
    (70)
    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 70
    Riccardo
    Riccardo
    Overall rating
    • Industry: Automotive
    • Company size: 2–10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    How Customerly turbocharges our Automotive Startup

    Reviewed on 2024/03/18

    Pros

    One of the most standout features of Customerly for us has been its seamless integration of live chat and email marketing automation. The platform's user-friendly interface has significantly enhanced our ability to engage with our users in real-time, making the management of support tickets and customer inquiries both efficient and effective.

    Cons

    The main drawbacks we've noticed with Customerly mostly have to do with user experience and setting up more complex marketing campaigns. When we try to do more with our marketing, like setting up detailed flows, we find that Customerly can get a bit tricky to handle. It feels like you need to jump through a few too many hoops to get things just right. However, it's worth mentioning that, despite these hurdles, everything is still achievable—it just takes a bit more effort and patience.

    Marco
    Overall rating
    • Industry: Computer Software
    • Company size: 11–50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Hands-down the best customer support app

    Reviewed on 2023/11/29

    Pros

    It was very easy to set up and use. From day one I could migrate to Customerly and manage our customer support smoothly.

    Cons

    I don't use all the features so y perception is limited, but so far I don't have anything to complain about the tool

    April D
    Overall rating
    • Industry: Retail
    • Company size: 11–50 Employees
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    clean cut easy to maneuver

    Reviewed on 2025/01/13

    i liked it simply because i can customize and have many options in doing so. it was easy to set up...

    i liked it simply because i can customize and have many options in doing so. it was easy to set up with a great interface design i will say if you have a problem their support is there will work with you for solution and ensure everyone is happy

    Pros

    customer support, has free version, smooth layout easy to use.

    Cons

    constantly lags, lacks many features, even for free many things missing offered by other companies.

    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 2020/11/26

    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.

    Jeremiah
    Overall rating
    • Industry: Entertainment
    • Company size: 201–500 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Very good for everyday use.

    Reviewed on 2024/12/29

    Overall experience has been satisfactory.

    Overall experience has been satisfactory.

    Pros

    The live chat functions very well and the UI is easy to get used to.

    Cons

    Nothing Major to note as no cons are actively present during my usage.

    Response from Customerly

    Thank you for your kind review. We are glad you like our new UI

    Showing 5 reviews of 70 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.