Customerly

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