Dashly - Short Review

Communication Tools

Dashly is a comprehensive customer communication and marketing automation platform designed to help small and medium-sized SaaS and eCommerce businesses enhance their customer engagement, automate workflows, and drive sales conversions.

What Dashly Does

Dashly is tailored to convert website visitors into buyers by leveraging various sales tools and automation features. It aims to improve customer communication, streamline lead management, and optimize the overall customer journey.

Key Features and Functionality



Customer Engagement Tools

  • Live Chat: Allows brands to initiate Zoom call meetings with customers directly from the live chat function, ensuring real-time interaction and support.
  • Chatbots: Advanced Leadbot and other chatbots automate lead management, routing visitors to the right agents without requiring any coding skills. These chatbots can offer free consultations, boost opt-ins, and answer customer questions 24/7.


Marketing Automation

  • Triggered Pop-ups: Customizable pop-ups can be set up to build mailing lists, offer discounts, and launch marketing promotions. These pop-ups can be triggered under specific conditions to target the right audience.
  • Email Campaigns: Automated email outreach and segmented email flows help nurture leads and nudge prospects into taking action. Dashly also provides analytics to track email performance and customer behavior.


Lead Management and Qualification

  • Lead Qualification: The platform includes features for lead qualification, ensuring that every visitor is routed to the appropriate agent. It also stores new leads in a Leads Database, including all tags, conversations, and interactions.
  • Customer Segmentation: Dashly allows for customer segmentation, enabling targeted marketing campaigns and personalized communication.


Integration and Analytics

  • CRM Integration: Dashly integrates with CRM systems, analytics tools, and other third-party applications like WhatsApp, Facebook Messenger, Calendly, and Zapier, ensuring seamless data synchronization.
  • Analytics and Reporting: The platform offers robust analytics and reporting features, including A/B testing, to help businesses analyze their funnel and campaign results, track customer behavior, and measure the efficiency of their marketing efforts.


Knowledge Base and Support

  • Knowledge Base: Dashly provides a knowledge base software where businesses can store guides, tutorials, and FAQs. This module is compatible with live chat and allows for tracking knowledge base statistics, improving SEO, and enhancing customer self-service capabilities.


Team Collaboration and Mobile Accessibility

  • Team Inbox: All customer communications from different channels are gathered into one inbox, facilitating team collaboration and quick response to customer requests via web, iOS, or Android apps.
  • Mobile App: The Dashly mobile app ensures that businesses can stay connected with their customers from anywhere, providing real-time support and management capabilities.


Additional Features

  • Visitor Tracking: Dashly tracks website visitors, providing insights into their behavior and helping businesses to onboard them quickly and drive product adoption.
  • In-App Messaging: The platform supports in-app messaging, allowing for targeted communication with users within the application.
  • Multi-Language Support: Dashly offers multi-language support, making it suitable for businesses with a global customer base.
Overall, Dashly is a powerful tool that combines advanced marketing automation, robust customer engagement features, and comprehensive analytics to help businesses optimize their customer interactions and drive revenue growth.

Scroll to Top