Customerly Features
What are the features of Customerly?
Email Marketing
- Email and Mobile Preview
- Manage Email Lists
- Building and Personalizing Emails
- Automated Email Responses
Communication
- Pop-up Chat
- Notifications
- Targeted Emails
- In-App Messaging
- Co-Browsing
Internal Use
- Customization
- Conversation Archiving
- Lead Development
- Knowledge Base
- Team Inbox
- Customer Profiles
Top Rated Customerly Alternatives
Customerly Categories on G2
Filter for Features
Platform
User, Role, and Access Management | As reported in 10 Customerly reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 80% (Based on 10 reviews) | |
Internationalization | Not enough data | ||
Performance and Reliability | 11 reviewers of Customerly have provided feedback on this feature. | 91% (Based on 11 reviews) | |
Conversation Editor | Allows business to edit conversations to meet the unique needs of one's business. | Not enough data | |
Integration | Gives users the ability to update systems, like CRM, based on conversations. | Not enough data | |
Human-In-The-Loop | Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants. | Not enough data | |
Live chat | Provide tools for live chat on one's website. | Not enough data | |
Integrations | Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools. | Not enough data | |
Branding | Has the ability to customize look and feel of chatbot to match` company branding. | Not enough data | |
Analytics | Gives user the ability to analyze conversations with the chatbot and see its performance. | Not enough data | |
A/B testing | Allows users to test the efficacy of various responses through A/B testing. | Not enough data | |
Role-based access | Allows for varying access to chatbot and admin settings, depending on user, their role, etc. | Not enough data | |
Collection of information | Can collect and store information from interlocators, such as email, phone number, etc. | Not enough data |
Integration
Data Import & Export Tools | This feature was mentioned in 10 Customerly reviews. | 82% (Based on 10 reviews) | |
Integration APIs | Based on 10 Customerly reviews. | 82% (Based on 10 reviews) | |
Breadth of Partner Applications | Based on 10 Customerly reviews. | 75% (Based on 10 reviews) | |
CRM Integration | Integrates with CRM software, which can help provide context to your mailing lists. | Not enough data | |
Social Media Integration | Integrates with Social Media platforms, which can help expand your reach. | Not enough data | |
E-Commerce Integration | Integrates with e-commerce platforms, which can link directly to your online store. | Not enough data |
Email Marketing
Email and Mobile Preview | Based on 15 Customerly reviews. Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. | 90% (Based on 15 reviews) | |
Manage Email Lists | List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. 16 reviewers of Customerly have provided feedback on this feature. | 93% (Based on 16 reviews) | |
High-Volume Sending | Ability to send thousands of unique, personalized emails per second. This feature was mentioned in 12 Customerly reviews. | 90% (Based on 12 reviews) | |
Building and Personalizing Emails | 16 reviewers of Customerly have provided feedback on this feature. | 88% (Based on 16 reviews) | |
Sending Outbound Emails | As reported in 15 Customerly reviews. | 90% (Based on 15 reviews) | |
Manage Email Deliverability | As reported in 14 Customerly reviews. | 85% (Based on 14 reviews) | |
Automated Email Responses | Based on 15 Customerly reviews. | 88% (Based on 15 reviews) | |
Multi-user Account | Enables multiple users to login to the same account to maintain a single account for your entire marketing team. | Not enough data | |
Surveys | Ability to send secure and personalized survey invites to your contact list. | Not enough data |
Reporting & Analytics
Basic Reporting | As reported in 15 Customerly reviews. | 81% (Based on 15 reviews) |
Communication
Pop-up Chat | Based on 29 Customerly reviews and verified by the G2 Product R&D team. Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. | 94% (Based on 29 reviews) | |
Notifications | Based on 29 Customerly reviews and verified by the G2 Product R&D team. Delivers notifications to both sides of the conversation. | 90% (Based on 29 reviews) | |
Targeted Emails | Sends automated emails to further engage clients and potential clients. This feature was mentioned in 25 Customerly reviews. | 91% (Based on 25 reviews) | |
In-App Messaging | Based on 27 Customerly reviews and verified by the G2 Product R&D team. Allows for live chat to be enabled within the app for customer help. | 93% (Based on 27 reviews) | |
Co-Browsing | Allows agents to join a customer's browser session and navigate through the website with them. 16 reviewers of Customerly have provided feedback on this feature. | 86% (Based on 16 reviews) |
Internal Use
Customization | Based on 27 Customerly reviews and verified by the G2 Product R&D team. Allows users to customize chat colors, text, logos, and branding. | 81% (Based on 27 reviews) | |
Conversation Archiving | Based on 27 Customerly reviews and verified by the G2 Product R&D team. Archives conversations in a separate location for later reference. | 87% (Based on 27 reviews) | |
Lead Development | Based on 27 Customerly reviews and verified by the G2 Product R&D team. Enables employees to denote potential customers. | 86% (Based on 27 reviews) | |
Knowledge Base | Based on 25 Customerly reviews and verified by the G2 Product R&D team. Establishes a knowledge base for employee reference during conversations. | 84% (Based on 25 reviews) | |
Team Inbox | Based on 27 Customerly reviews and verified by the G2 Product R&D team. Provides a central location for help requests, helping employees respond sooner. | 87% (Based on 27 reviews) | |
Customer Profiles | Based on 26 Customerly reviews and verified by the G2 Product R&D team. Allows for the creation of profiles for contacts and customers. | 85% (Based on 26 reviews) |
Templates
Text and Themes | Allow users to edit text and themes on email templates | Not enough data | |
Stock Images | Provide a library of stock images to use for emails | Not enough data | |
Proofing | Offer email proofing capabilities | Not enough data | |
Mobile Responsive | Provide mobile responsive email templates | Not enough data |
Edit
Pre-Made | Offer pre-made email templates | Not enough data | |
Build | Allow users to create their own email templates | Not enough data | |
HTML | Use drag-and-drop HTML editing to create email templates | Not enough data |
Logistics
Analytics | Provide analytics reporting so that users can see how their campaigns perform | Not enough data | |
Issues | Allow for users to identify potential issues that would stop their emails from sending | Not enough data | |
Integrations | Integrate with email software or email marketing and marketing automation platforms | Not enough data | |
Shareable Link | Ability to share email templates via a link to collect feedback on the created emails easily | Not enough data |
Responses
Personalization | Provides personalized responses to interlocator based on segmentation or past responses. | Not enough data | |
Route To Human | Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had. | Not enough data | |
Natural Language Understanding (NLU) | Can have a natural, human-like conversation with an interlocator. | Not enough data | |
Customization | Customize your chat workflows with rules and automations. | Not enough data | |
Control | Control who the chatbot converses with (and when). | Not enough data | |
Route To Human | Has the ability to connect interlocator with a human agent when the need arises. | Not enough data | |
Menu bars | Can provide interlocators with menus, through which they can choose a relevant response. | Not enough data | |
Drip sequences | Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion. | Not enough data |
Survey Management
Survey Builder | Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor | Not enough data | |
Question Types | Allows the use of various question types such as open-ended, closed-ended, multiple choice, and ratings | Not enough data | |
Templates | Offers pre-built templates for creating surveys with different audiences or use cases | Not enough data | |
Survey Distribution | Provides tools for distributing surveys through email, SMS, social media, etc. | Not enough data |
Survey Customization
Branching/Skip Logic | Helps create more intelligent surveys based on respondent's actions and answers | Not enough data | |
Branding | Allows users to customize survey colors, logos, and URLs to match company branding | Not enough data | |
Multimedia Support | Ability to embed videos, photos, or other rich media | Not enough data | |
Multilingual Surveys | Allows for creation of surveys in different languages and advanced survey translation | Not enough data |
Survey Insights
Reporting & Analytics | Provides tools to visualize and analyze data | Not enough data | |
BI Tools Integration | Allows integration with third -party reporting and business intelligence applications | Not enough data | |
Data Exporting | Allows users to export reports from the product into an .xsl, .csv, or .pdf file | Not enough data | |
Permissions | Allows administrators to set permissions on viewing, filtering, or sharing survey results | Not enough data |
Conversational Platform
Personalization | Identifies the customer and personalizes interaction at every touchpoint. | Not enough data | |
Omnichannel | Allows multiple related channels to interact at once to reduce transfers. | Not enough data | |
Contextual Engagement | Prompts agents to engage customers based on contextual data, such as product usage or conversation history. | Not enough data | |
Proactive Engagement | Provides features for sending outbound messages to engage customers through proactive support. | Not enough data |
Support Automation
Intelligent Routing | Can route contacts to agents the customer has worked with before. | Not enough data | |
Seamless Escalation | Provides features for escalating conversations to the appropriate agent. | Not enough data | |
Transcripts | Maintains a transcript of conversations from all channels. | Not enough data | |
Self-Serve Support | Enables customers to resolve queries or issues without the assistance of an agent. | Not enough data |
Data
Reliability | Ensures consistent performance, delivering reliable outputs based on user prompts. | Not enough data | |
Data Security | Implements stringent measures to protect user data and ensure privacy. | Not enough data |
Interaction
Complex Query Handling | Shows adeptness in comprehending and responding to complex or multi-part queries. | Not enough data | |
Natural Conversation | Facilitates natural and human-like conversations, delivering engaging interaction experiences. | Not enough data | |
Understanding | Demonstrates a sophisticated understanding of both written and spoken user commands. | Not enough data | |
Context Management | Exhibits proficiency in maintaining and utilizing context throughout a conversation. | Not enough data | |
Customizability | Offers a high degree of customization to meet individual user or business requirements. | Not enough data |
Learning
User Interaction Learning | Features robust learning mechanisms, improving responses over time based on past user interactions. | Not enough data | |
Error Learning | Showcases the ability to recognize, correct, and learn from its own mistakes. | Not enough data |
Content Generation
Creativity | Displays creativity in generating diverse, interesting, and contextually relevant responses. | Not enough data | |
Content Accuracy | Produces content that is accurate, factually correct, and relevant to the user's query. | Not enough data |
System
API Flexibility | Evaluates the chatbot's ability to provide flexible APIs for custom integrations and functionality expansions. | Not enough data | |
Update Frequency and Utility | Regularly receives updates that contribute to continuous improvement of the product. | Not enough data | |
Cross-Platform Compatibility | Assesses the chatbot's ability to function seamlessly across various platforms and devices. | Not enough data | |
Software Integration | Seamlessly integrates with other platforms or software systems, enhancing overall utility. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Based on 13 Customerly reviews. Allows users to generate text based on a text prompt. | 81% (Based on 13 reviews) | |
AI Text Summarization | Condenses long documents or text into a brief summary. 13 reviewers of Customerly have provided feedback on this feature. | 79% (Based on 13 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data |
Automation - AI Agents
Sales Follow-Up | Allows users to automate responses to customer inquiries across various channels. | Not enough data | |
Customer Interaction Automation | Allows users to automate responses to customer inquiries across various channels. | Not enough data | |
Lead Generation | Allows users to automate the process of generating and qualifying sales leads. | Not enough data | |
Feedback Collection | Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. | Not enough data |
Autonomy - AI Agents
Independent Decision Making | Allows the AI agent to learn from interactions and adapt its responses accordingly. | Not enough data | |
Adaptive Responses | Allows the AI agent to learn from interactions and adapt its responses accordingly. | Not enough data | |
Task Execution | Provides the AI agent the ability to execute tasks without requiring constant user input. | Not enough data | |
Problem Solving | Allows the AI agent to identify and resolve issues without user intervention. | Not enough data |
