Customerly
All-in-one AI-powered customer service, marketing automation, and customer success platform designed for SaaS businesses.
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Product Overview
What is Customerly?
Customerly is a comprehensive platform that combines AI-driven live chat, marketing automation, CRM, and a help center to streamline customer engagement and support. It enables businesses to automate repetitive tasks like onboarding and email follow-ups, create targeted marketing funnels, and deliver personalized customer service through intelligent chatbots and video chat. Integrated survey tools and NPS tracking help monitor customer satisfaction in real-time, while a unified inbox and CRM provide a centralized view of customer interactions to enhance personalization and efficiency.
Key Features
AI-Powered Live Chat & Video Chat
Automate responses with AI chatbots, route complex queries to human agents, and engage customers with face-to-face video support across desktop and mobile.
Marketing Automation & Funnel Builder
Create unlimited marketing funnels with drag-and-drop tools, automate email campaigns, and trigger personalized messages based on customer behavior.
Integrated CRM with Customer Insights
Manage customer profiles, track interactions, qualify leads, and segment users to deliver tailored communication and improve customer journeys.
Help Center & Knowledge Base
Provide AI-driven self-service support with a multilingual help center, searchable articles, video tutorials, and instant content matching via live chat.
Surveys & Customer Feedback
Deploy in-app, email, and live chat surveys with advanced targeting and logic to gather actionable feedback and monitor Net Promoter Scores.
Analytics & Reporting
Access detailed metrics on email campaigns, chat performance, customer satisfaction, and team productivity to optimize support and marketing efforts.
Use Cases
- Customer Support Automation : Reduce support tickets and improve response times by automating FAQs and routing complex issues to human agents.
- Marketing Campaign Management : Design and automate personalized marketing funnels and email campaigns to increase lead conversion and customer retention.
- Customer Success & Retention : Use CRM insights and NPS surveys to understand customer needs, proactively engage users, and boost loyalty.
- Self-Service Customer Support : Empower customers to find answers independently through a rich help center integrated with AI-powered search and live chat.
- Real-Time Customer Feedback Collection : Collect and analyze feedback via targeted surveys to improve products, services, and customer experience.
FAQs
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