Streamline your data management process with the CSV Online File + Customerly integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Customerly is an integrated marketing tool that allows you to take under control the most important asset of your business: communication with your clients. Thanks to a simple and intuitive interface, Customerly allows you to grow your business at scale by leveraging the most powerful tools and advanced features available in the market. Customerly has been specifically designed for businesses with a data-oriented growth approach.

With Customerly, you can give assistance online to your clients directly from your website and send them ad hoc emails. For example, if you have a blog and you want to create funnels that need to convert visitors into paying customers, the live site assistance enables you to do it at scale. What make Customerly different than other Customer Relationship Management tools? First of all, Customerly is a very flexible tool that gives you the ability to approach your clients in multiple ways: via emails, live chat, using marketing automation and much more. You’ll always have everything under control through a single platform with a simple and intuitive user interface.

Customerly lets you create automations that optimize your communications with your customers in unlimited ways, by simply creating the conditions you want. You can offer a better customer support, empower your-mail campaigns, use marketing automation to send the most relevant message to you leads and clients, in order to improve conversions and retention.