Infusionsoft vs Customerly

Infusionsoft vs Customerly Highlights

Infusionsoft vs Customerly Pros

Infusionsoft Pros

• Infusionsoft
• Includes a wide range of powerful features for automating tasks and creating effective sales funnels
• Comprehensive CRM features to track and manage customer data
• Intuitive user interface and software functionality
• Integrations with popular web applications, such as WordPress, Shopify, and Zapier
• Powerful customer segmentation tools for creating highly-targeted marketing campaigns
• Drip campaigns to send automated emails and messages to customers over time
• Ability to create singleand multi-step opt-in forms
• Built-in content delivery platform for creating custom videos and other digital content
• Customerly
• Automated customer engagement options with pre-set messages and campaigns
• Design and launch surveys to receive customer feedback
• Ability to create advanced user segmentation for campaigns and tasks
• Automated customer journey analysis and reporting
• Robust integrations with email and other third-party applications
• Customizable template library for creating opt-in forms, surveys, and messages
• Robust support options, including video tutorials and a comprehensive Knowledge Base

Customerly Pros

• Pros of Customerly compared to Infusionsoft:
• Easier to use platform with an intuitive UI design
• Lower entry level price compared to Infusionsoft
• Advanced algorithms and data-driven insights to drive better customer engagement
• Automated setup of customer personas and segmentation
• Ability to integrate with customers favorite channels and apps
• Ability to capture customer feedback with interactive surveys and polls
• Multi-language support for customers worldwide

Infusionsoft vs Customerly Cons

Infusionsoft Cons

• Infusionsoft is more expensive than Customerly
• Customerly is easier to use than Infusionsoft
• Infusionsoft does not offer a free plan
• Infusionsoft has a steep learning curve
• Customerly offers better customer service than Infusionsoft
• Infusionsoft has a limited number of integrations
• Infusionsoft has poor reporting and analytics capabilities
• Infusionsoft is not suitable for small businesses

Customerly Cons

• Cost: Infusionsoft is a more expensive software than Customerly
• Feature Richness: Infusionsoft offers more features than Customerly
• Integrations: Infusionsoft supports more integrations than Customerly
• Campaigns: Infusionsoft offers more sophisticated and customizable automations compared to Customerly
• Data & Reporting: Infusionsoft is better for detailed reporting than Customerly
• Customer Support: Infusionsoft offers 24/7 support, whereas Customerly does not
• User Interface: Infusionsoft has a better user interface and easier navigation compared to Customerly

Infusionsoft & Customerly Hyperise Integrations

Infusionsoft uses the HTML code embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Infusionsoft makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Last name
• Using business Email passed from Infusionsoft, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• Using business Website passed from Infusionsoft, Hyperise is able to enrich business logo and website screenshots.
• Phone
• Business name
• Job title
• Street
• Street2
• City
• Country
• State
• Zip

Customerly uses the Image embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Customerly makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Using business Email passed from Customerly, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.

Other Infusionsoft & Customerly CRM platform comparisons

Infusionsoft and Customerly Frequently Asked Questions

Question: What is Infusionsoft?

Answer: Infusionsoft is an all-in-one sales and marketing software that helps businesses automate sales, marketing, and relationships with customers. It can streamline sales follow up, automate email marketing campaigns, track leads, manage customer relationships, and more.

Question: What types of businesses use Infusionsoft?

Answer: Infusionsoft is used by small and midsize businesses across multiple industries including health and wellness, professional services, e-commerce, marketing and coaching.

Question: How much does Infusionsoft cost?

Answer: Pricing depends on the number of users and features you need. In general, Infusionsoft has plans starting from $99/month and up to $379/month depending on the features you need.

Question: Do I need a credit card to sign up for a trial?

Answer: No. You can sign up for a free 14-day trial without a credit card.

Question: Does Infusionsoft integrate with other software?

Answer: Yes. Infusionsoft can integrate with a variety of software such as accounting software, social media programs, and customer relationship management (CRM) solutions.

Question: How do I get started with Customerly?

Answer: Getting started with Customerly is fast and easy! Simply log in to your account and follow the on-screen instructions to set up your first campaigns.

Question: How do I access Customerly customer service?

Answer: We offer customer service 24/7, so you can reach out to us through our live chat or email contact form.

Question: What features does Customerly offer?

Answer: Customerly offers targeted customer engagement tools, customer segmentation and customer behavior analysis, customer surveys and feedback, A/B testing, and more.

Question: What is Customerly?

Answer: Your customers are the lifeblood of your company. We want to make their experience as amazing and memorable for them, as it is for you. We understand that you might not have a lot of time on your hands with all things going on - so we’ve created simple solutions to help take some weight off both you and them!

Question: How can I install Customerly Live Chat using Google Tag Manager?

Answer: If you want to speed up your business you need fuel, and installing Customerly is exactly the fuel you need. The easiest way to install it and manage all of its configurations, even the most advanced ones, is using Google Tag Manager. First of all log into customerly or create an account if needed - then go to ‘App settings’. You can find them in the menu inside your user profile! Here are many different options for installation as well as more detailed explanations on how they work so that there isn’t any confusion when trying out a new one!

Question: How does the Dashboard handle my data?

Answer: Your latest, amazing dashboard gives you access to all of your incoming conversations from Live Chat, Facebook Messenger or Support Email so that you are never out of the loop!

Question: Can I change the appearance of my live chat?

Answer: We know how hard it can be to choose the perfect color for your campaign. With so many options in Live Chat, you may feel like a child in a candy store! Whether blue is more calming, if yellow matches with your other products, on the right is more practical, yet on the left more pleasing... We want to make sure that whatever you chose is just right and will match what feels most natural for your brand.

Question: How do Funnel Templates help?

Answer: Onboarding new users or recovering churns? We’ve got a funnel to help you... Just import a ready to use funnel and replace the conditions with your own. Use our content or create your own, use graphics or plain text templates, and get it all done in less than an hour!