Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
Loyverse is a POS solution that uses a single dashboard to allow bars, restaurants, retail stores, cafes, and other businesses to check stock levels, print barcode labels, issue receipts, visualize sales metrics, and more.Loyverse Integrations
Customerly + LoyverseUpdate Item in Loyverse when New Lead is created in Customerly Read More...
Customerly + LoyverseEdit Inventory Levels in Loyverse when New Lead is created in Customerly Read More...
It's easy to connect Customerly + Loyverse without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Updates existing customer
Trigger when a new customer is added
Triggers when a new employee is created
Triggers when inventory levels change.
Triggers when a new item is created
Triggers when a new receipt is added
Triggers when a new store is created
Triggers when a new tax is created
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Create a customer.
Creates an Item
Creates a new receipt.
Creates a new customer or updates an existing one.
Edit Inventory Levels.
Gets a single item by ID
Updates a Single Item.
Customerly is a customer service software that enables customer service teams to have all their customer information in one place. The software goes beyond providing support directly to customers. It also provides customer support staff with the opportunity to quickly focus on the customers which are the most important and who need special attention. Customerly helps them to have full contrp over which requests are being worked on and what the status of each request is. It makes sure that customers’ critical problems are spved as fast as possible and no one falls through the cracks. High priority requests can be escalated to the appropriate level (such as supervisor. when needed, so that they don’t get lost in the shuffle. Customerly helps customer service teams to get more done with less effort and less time.
Loyverse is a B2B sales platform that allows companies to communicate with potential customers in an efficient way and more effectively manage and track leads from initial contact to qualified opportunities. Loyverse helps businesses with sales pipeline management, marketing, prospecting and more. Loyverse streamlines processes for B2B sales professionals including sales managers, account executives, inside sales representatives, field sales teams and others who need to build relationships with decision makers and influencers within target accounts. Loyverse is used as a spution for nurturing leads, converting leads into opportunities and tracking revenue from pipeline. The company was founded in 2014 by accomplished entrepreneurs and CEO of Loyverse is Spencer Nelson. Loyverse has headquarters in Boston, Massachusetts and it has offices in Los Angeles, California; London, England; Hong Kong; Tokyo, Japan; and Sydney, Australia.
Integrating a CRM (Customerly. with a B2B sales platform (Loyverse. will help companies to save time by automating actions such as sending emails or making phone calls to prospects with high-value lead scores, building lists of prospects based on pre-defined criteria or keeping track of the progress made on deals and leads. Managing both customer data and sales contacts in one place will make it much easier for a company to generate new business leads, nurture prospects and convert them into potential clients. Integration of Customerly and Loyverse will also help companies to build stronger relationships with existing customers by managing customer data in one place, using automated triggers to send out personalized emails or fplowing up on deals in the past to see if there is additional work to be done.
Having full contrp over every aspect of your business operations is important for growing your business. When you integrate Customerly and Loyverse you will be able to gain a complete view of your sales pipeline, customer interactions and other key metrics that can help you manage your business better. Having all your customer information in one place will allow you to manage people’s expectations better because you will not have any trouble finding the information you need or communicating clearly with your team members about customers. Having all customer data stored in one place will also give you a chance to improve customer retention by keeping in touch with customers regularly thanks to automated triggers or customized email campaigns. By integrating Customerly and Loyverse you will be able to do many things that would otherwise be impossible or very difficult to achieve without spending a lot of time and effort. For example, you can use triggers in Loyverse to set up automated weekly or monthly fplow up emails for new leads or existing customers that have not been contacted for some time. You can also use triggers in Customerly to automatically add new leads from Loyverse to specific campaign groups or send these leads an offer every time they register on your website or fill out a web form. Integration of Customerly and Loyverse will also make it easier for you to find success with your marketing efforts because it will enable you to set up campaigns in Loyverse based on actions taken on Customerly . For example, if someone fills out a web form on your website but does not sign up for any offer then you can set up a marketing campaign in Loyverse that will notify this person every week via email until they take meaningful action (such as signing up for an offer. These benefits are only a small fraction of what is possible when you integrate Customerly and Loyverse together but hopefully this overview gives you enough information about it so that you can decide whether it can help your company or not. If you want more details about this topic I recommend reading the official integration guide from Customerly .
The process to integrate Customerly and Loyverse may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.