About Kilterly

Kilterly is a customer success software designed to help businesses of all sizes manage and maintain customer engagement and loyalty with centralized data insight and automated communication tools such as onboarding and retention campaigns, surveys, tasks, retention rate tracking, health score monitoring, net promoter score tracking, to-do lists, alerts, and more. Kilterly gives customer success teams the flexibility to manage customer engagement and loyalty anytime, anywhere from computer, tablet or mobile device.

Kilterly provides customizable surveys, automated customer onboarding and nurturing campaign management tools, plus customer intelligence data to help users manage customer engagement and loyalty effectively. Customizable surveys and automated alerts allow users to track customer satisfaction and proactively manage customer success. Kilterly uses data points to track how often a client uses a product, as well as any issues the client is having. All data points, including ticketing information, usage data and NPS (net promoter scores), are calculated into a complete customer engagement health score which lets users know exactly where they stand with a client. The health score allows users to see who is using their product religiously and which customers might be getting ready to leave.

Kilterly’s database intelligence insight allows users to answer questions such as ‘what are customers asking about?’, ‘How severe are their issues?’, ‘How long do their questions take to get answered’, and ‘Are customers logging in and how often?’. Kilterly’s automated communication tools help users take immediate action and reach out to customers at just the right time using automated emails, workflows and tasks. Kilterly’s communication tools allow users to schedule an upsell update to go out automatically when a score reaches a certain level or to notify an advanced client relations specialist when the client engagement health score falls below a certain level. Automated campaigns enable users to schedule and deliver regular customer communication.

Key benefits of Kilterly

  • Use customizable surveys and database intelligence to gain critical insight about customer engagement and to help strengthen customer relationships.
  • Database intelligence tools help users identify at-risk customers and answer questions such as ‘what are customers asking about?’, ‘how severe are their issues?’ and ‘are customers logging in and how often?’
  • Automated campaigns allow users to schedule and deliver regular customer communication designed to help enhance company loyalty.
  • Automated communication tools such as automated emails, workflows and tasks allow users to take immediate action on any customer insights.
  • Kilterly gives businesses the flexibility to access database intelligence and manage customer engagement online anytime via computer, tablet and mobile devices.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, Australia

    Supported Languages

    English

    Images

    Use the central dashboard to gain insight into health score averages, retention rates and net promoter scores at-a-glance
    Create custom surveys to gain valuable customer feedback
    Gain critical insight about customer engagement with Kilterly's evaluation surveys and database intelligence
    Use automated campaign tools such as emails, surveys and tasks to schedule and deliver regular customer communication automatically
    Kilterly uses data points to track the client’s frequency of product usage and any issues the client is having. All data points are then calculated into a customer engagement health score
    Schedule an upsell update to go out when a score reaches a certain level
    View 7 more
    Kilterly screenshot: Use the central dashboard to gain insight into health score averages, retention rates and net promoter scores at-a-glance Kilterly screenshot: Create custom surveys to gain valuable customer feedback Kilterly screenshot: Gain critical insight about customer engagement with Kilterly's evaluation surveys and database intelligence Kilterly screenshot: Use automated campaign tools such as emails, surveys and tasks to schedule and deliver regular customer communication automatically Kilterly screenshot: Kilterly uses data points to track the client’s frequency of product usage and any issues the client is having. All data points are then calculated into a customer engagement health score Kilterly screenshot: Schedule an upsell update to go out when a score reaches a certain level

    Features

    Total features of Kilterly: 9

    • Activity Dashboard
    • Automatic Notifications
    • Campaign Management
    • Data Visualization
    • Monitoring
    • Task Management
    • To-Do List
    • Usage Tracking
    • Workflow Management

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    Reviews

    Overall rating

    5 /5
    (4)
    Value for Money
    5/5
    Features
    4,8/5
    Ease of Use
    5/5
    Customer Support
    5/5

    Already have Kilterly?

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

    Write a Review!
    Showing 5 reviews of 4
    Jason D.
    Overall rating
    • Industry: Financial Services
    • Company size: 501-1 000 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    Kilterly gets it right, serves a great niche

    Reviewed on 2018/11/13

    Customer Retention issues are usually addressed as a question in the past tense - "What happened?" ...

    Customer Retention issues are usually addressed as a question in the past tense - "What happened?" Kilterly helps turn that into "What's happening?" Which is great when it saves the loss of a customer over some trivial hurdle.

    Pros

    Clean UI, easy to use and understand. Focusing on the retention problem specifically tailors the workflows in an intuitive way. The dashboard is a ready-to-go view of customer health without any configuration.

    Cons

    It's a great product but, more data and more touch-point integrations like SMS would be awesome.

    Alvin A.
    Overall rating
    • Industry: Computer Software
    • 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 10.0 /10

    Solved a huge problem for us - customer retention and engagement

    Reviewed on 2018/11/21

    It has been great working with Kilterly and using the product. Great team and great product. I look...

    It has been great working with Kilterly and using the product. Great team and great product. I look forward to continuing our relationship and continue to improve our customer & revenue retention.

    Pros

    Kilterly provides a simple and easy to use software for me to engage with my customers, identify at-risk customers and automate many of my customer emails allowing me to ensure product usage, customer happiness which in turns allows me to improve my customer retention. It also allows me to find detractors (for me to contact to ensure that they will renew) along with promoters (to help me with case studies, white papers and more).

    Cons

    None at the moment - we have a few integration requests and our representative & his team added those to their feature list.

    Matt R.
    Overall rating
    • Industry: Health, Wellness & Fitness
    • 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 10.0 /10

    Kilterly is the future of customer success tools

    Reviewed on 2018/11/21

    The point of Kilterly is to give companies the ability to automate campaigns, surveys, tasks,...

    The point of Kilterly is to give companies the ability to automate campaigns, surveys, tasks, alerts and to give them the data insights to know where the health of their relationship with the client stands.

    Pros

    Before Kilterly, it was very difficult to reach out to clients on a regular basis, and to do this with any insight into their performance with our product. Our relationships with clients were impacted, as was our retention rate. Kilterly makes it easy to communicate with our clients based on their successes and challenges.

    Cons

    It would be nice if Kilterly had more integrations.

    Dave F.
    Overall rating
    • Industry: Accounting
    • Company size: 11-50 Employees
    • Used Other for Free Trial
    • Review Source

    Overall rating

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

    Kilterly Review

    Reviewed on 2018/11/16

    Pros

    The automation for our marketing and customer service processes. We will be much more organized with our customer base.

    Cons

    Would like to see QuickBooks integration accelerated with the software.

    Kilterly FAQs

    Below are some frequently asked questions for Kilterly.

    Kilterly offers the following pricing plans:

    • Starting from: US$249,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Startup (1-500 customers): $279/month if paid monthly or $249/month if paid annually SMB (501-1000 customers): $419/month if paid monthly or $379/month if paid annually Large (1001-2500 customers): $559/month if paid monthly or $509/month if paid annually Enterprise (2501+ customers): Request a quote

    Kilterly offers the following features:

    • Account alerts
    • Account management
    • Automated CS Playbook
    • Automated email workflow campaigns
    • Automated onboarding & retention campaigns
    • Churn management
    • Content syndication
    • Customer engagement management
    • Customizable surveys
    • Dashboard
    • Data visualization
    • Database intelligence
    • Health score monitoring
    • Net promoter score tracking
    • Predictive analytics
    • Retention rate tracking
    • Support ticket scores
    • Task management
    • To-do lists
    • Unlimited CS manageres
    • Usage tracking/analytics

    Kilterly has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Kilterly supports the following languages:

    English

    We do not have any information about what devices Kilterly supports

    Kilterly integrates with the following applications:

    Freshdesk, HubSpot CRM, HubSpot Sales Hub, Intercom, Mailgun, Pipedrive, Salesforce Sales Cloud, Slack, Zendesk

    Kilterly offers the following support options:

    Phone Support, Knowledge Base, FAQs

    Related categories

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