Surveys
Reviews
Coupons
Tickets
01
Your CX is scattered across too many tools.
Surveys, reviews, coupons, contacts, support — each in a separate app. None of them talk to each other.
Customer engagement platform
One platform to grow your happy customersand recover the unhappy ones.
Informly finds every customer signal — surveys, reviews, complaints — and turns it into action. Drive referrals and repeat revenue from your happiest customers. Catch the unhappy ones before they leave.
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The problem
Most businesses collect customer feedback. Almost none act on it.
Surveys live in one tool. Reviews in another. Coupons, support, and follow-ups somewhere else. The signals are everywhere — the action is nowhere.
Inbox0 actions
- Survey responseMarcus · 2★12m
- Review leftAnonymous · Google1h
- ComplaintEmail · Karen3h
02
Feedback gets collected, not acted on.
A 2-star review sits in an inbox. A low NPS response gets logged in a dashboard. Nobody follows up — and the customer doesn't come back.
Promoters
142
5-star
0 referrals asked
Detractors
38
at risk
0 recovery sent
03
Happy customers go unused. Unhappy ones leave quietly.
Your best customers never get asked for a referral or a review. Your unhappy ones never get a chance to be won back.
The platform
Everything you need to listen to customers, act on what they say, and keep them coming back.
Five stages of the customer relationship. One platform that runs all of them — on a continuous loop.
- 01Listen
Capture every signal — feedback, reviews, post-visit responses — in one place.
SurveysTestimonials - 02Understand
See every customer as one person — every signal, on a single profile.
Contacts - 03Act
Turn signals into action. A low score becomes a ticket. A complaint becomes a coupon.
TicketingCoupons - 04Retain
Reward repeat customers. Win unhappy ones back. Re-engage drifting ones.
LoyaltyCouponsSurveys - 05Grow
Turn your happiest customers into your best growth channel — referrals, reviews.
ReferralsTestimonials
Explore the modules
Every module, built to work with the others.
Use one. Use all seven. Either way, your customer data, workflows, and outcomes stay connected.
Listen
Ask the right question at the right moment.
Capture feedback from every customer touchpoint — at the table, after the visit, post-purchase, mid-stay. Then turn every response into action automatically: a ticket if it's a complaint, a coupon if it's a recovery, a referral request if it's a fan.
- Trigger surveys from any event — order, visit, support ticket, time-based.
- Pre-built templates for NPS, CSAT, post-purchase, post-visit.
- Auto-routing: low scores create tickets, high scores trigger referrals.
The platform at work
Watch a complaint become a recovery. A review become a referral. A drifting customer become a regular.
Three real workflows. Every module working together. No glue code, no consultants, no exports.
Turn a complaint into a recovery — in 30 seconds.
A 2-star response goes from “lost customer” to “saved customer” without a human touching it.
What just happened
A complaint that would have ended on Google as a 2-star review is now a ticket, a recovery offer, and a tracked follow-up — without anyone on your team noticing until they want to.
This is what every CX tool promises. Informly is the one that does it.
Why it's a platform
Built like a platform. Not a bundle.
Seven modules share one customer profile, one automation engine, one set of permissions, one source of truth. That's why workflows like the ones above actually work.
Automation engine
A visual workflow builder that connects every module.
Drag a trigger from any module. Drop an action from any other. No code, no consultants, no glue.
One profile per customer
Every signal, every interaction, every module — on a single profile.
Maria K.
12 visits · advocate
- Survey5★ post-visitJust now
- Coupon20% off redeemed5m
- Loyalty8/10 stamps1h
Every location, in view
Per-location, per-team, per-region — without exporting a single CSV.
Locations · NPSAll · 30d
Downtown72
Eastside68
Airport64
Mall75
Marina70
Old Town78
Roles & permissions
Give every team the access they need — and nothing they don't.
Access controls
- Surveys
- Tickets
- Coupons
- Billing
Templates for everything
Pre-built surveys, coupons, referral programs, loyalty cards, workflows.
Templates library
NPS survey
Recovery coupon
Refer-a-friend
Stamp card
Win-back
Review request
Plugs into your stack
POS, CRM, ecommerce, messaging, payments — connected in minutes.
Integrations
Shopify
Slack
Stripe
Toast
HubSpot
Wallet
For the phone in your customer's pocket
Apple Wallet, Google Wallet, QR, NFC, SMS — meet customers where they already are.
Loyalty
BREW & BEANCoffee card
1 / 10stamps
9 more for a free latte
Analytics across every module
Cross-module dashboards that connect cause and outcome.
Track NPS by location, referral revenue by source, ticket SLA by team, loyalty redemption by program — in one place.
Customer Health
All locations · Last 30 days
30d
Live
NPS
72+4
Repeat rate
38+2.1
Open tickets
14−3
NPS × Referral conversion
NPSReferrals
Top performing locations
Downtown
78
Eastside
71
Airport
65
Marina
74
Automation
Any trigger. Any action. Any module.
A survey response can create a ticket. A loyalty stamp can trigger a coupon. A drifting customer can launch a win-back sequence. If it can happen in Informly, you can automate what comes next.
Workflow editor
● LiveTrigger
Customer's birthday
Condition
Frequent diners (≥6 visits)
Action · Loyalty
Issue +2 bonus stamps
Action · Coupons
Send birthday SMS
Branch · No visit 14d
If no visit → continue
Action · Coupons
Win-back coupon
Action · Contacts
Tag “at risk”
The full catalog
Every trigger you can listen to, every condition you can filter on, every action you can run — across every module.
Triggers
A workflow can start from any of these.
- Survey response (any score, any question)
- New review or testimonial
- Coupon redeemed
- Loyalty stamp earned or reward unlocked
- Referral sent, clicked, or converted
- Ticket created, updated, or resolved
- Contact field, tag, or segment changed
- Visit count crosses a threshold
- Scheduled date — birthday, anniversary, last visit + N days
- External webhook from POS, CRM, ecommerce
- Manual trigger from any team member
- No-event trigger — a customer not doing something
Conditions
Filter on anything before you act.
- Customer is (or isn't) in segment X
- Visit count greater / less than X
- Last interaction was more / less than X days ago
- Survey score above / below X
- Loyalty status at level X
- Location is one of the selected locations
- Time of day or day of week
- A custom field equals X
Actions
Run any of these — across any module.
- Create a ticket and assign it
- Send a coupon (email, SMS, WhatsApp, in-store)
- Issue or revoke a loyalty stamp
- Send a referral invite
- Request a review or testimonial
- Update a contact field, tag, or segment
- Add to or remove from a segment
- Schedule a follow-up survey or message
- Notify a team member (in-app, Slack, email)
- Branch into another workflow
- Pause for X days, then continue
- Call an external webhook
Examples
Three workflows customers are running today — each different in shape, all built in minutes.
New customer welcome
SurveysCouponsContacts
TRIGGERFirst survey response received
ACTION 1Send welcome coupon
ACTION 2Add to “new customer” segment
ACTION 3Schedule follow-up survey at 14 days
Loyalty milestone celebration
LoyaltyCouponsReferrals
TRIGGERLoyalty reward unlocked (10th stamp)
ACTION 1Send thank-you message
ACTION 2Issue surprise bonus reward
ACTION 3Auto-request referral with reward
Repeat complaint at one location
TicketingContacts
TRIGGER3rd ticket at the same location within 7 days
IFTicket severity ≥ medium
ACTION 1Notify regional manager
ACTION 2Create internal review ticket
ACTION 3Add location to “needs attention” report
Analytics
See what's working. See what's about to break.
From NPS to referral revenue, ticket SLA to loyalty redemption — Informly connects signals across every module so you see cause and outcome in one report, not five.
Updated 2m ago
Customer Health
All locations · Last 90 days
All locations90dAll segmentsExport ↓
NPS
72+4
Active loyalty members
8,412+128
Referral revenue
$47.2K+12%
Open tickets
14−3
NPS × Referral conversion
NPSReferrals
Top performing locations
- Marina84
- Downtown78
- Eastside71
- Airport65
- Mall58
Promoter journey
Cross-module · Surveys → Testimonials → ReferralsPromoters identified
1,420100%
Asked for review
1,42082%
Review left
61264%
Referral sent
29846%
Conversion
14728%
Reports your point tools can't run
Three reports that only exist because every module shares the same customer profile, the same automation engine, the same source of truth.
NPS × Referral revenue
See which survey responses turn into actual referral revenue — and which never convert.
Referral $ per customerr² = 0.78
NPS score 0 →→ 100
SurveysReferralsContacts
Only possible because Surveys, Referrals, and Contacts share one customer profile.
Loyalty churn risk
Spot loyalty members whose visit pattern is fading — before they're gone.
Marcus K.
12 → 0 in 60d
Anya R.
8 → 3 in 30d
Sarah L.
10 → 6 in 30d
LoyaltyContactsSurveys
Combines loyalty visit cadence, profile signals, and recent survey sentiment.
Recovery coupon ROI
See how many unhappy customers came back after a recovery coupon — and how much revenue it saved.
Detractors
412
Coupons sent
412
Redeemed
186
Repeat visit
112
27% recovery rate · est.$8.4K revenue saved
SurveysCouponsContacts
Closes the loop from feedback to revenue impact — in one report.
Slice every report by any dimension
By locationBy segmentBy teamBy timeBy source…or any custom field you've added.
Integrations
Works with what you already use.
Two-way sync with the POS, CRM, ecommerce, and messaging tools running your business — plus an open API and webhooks for anything else.
- Shopify
- Stripe
- HubSpot
- Slack
- Google Workspace
- Salesforce
- Mailchimp
- Square
- Zapier
Don't see your tool?
APIWebhooksZapier
Early access
Be one of our first 100 customers.
We're working with a small group of customers across restaurants, retail, clinics, hotels, and service businesses to shape Informly's first year. Get a free annual plan, a direct line to the founding team, and naming credit when we go public.
Open87 of 100 spots remaining
The Founding Customer Program
For 100 customers who want to help shape what Informly becomes.
Free for a year.
Full access to every module, every workflow, every integration. No usage caps.
Direct line to the team.
Monthly office hours with the founders. A private Slack channel. We answer.
First say on the roadmap.
Your feedback shapes what ships next — and we'll tell you why we did or didn't build it.
Naming credit, forever.
Your name and logo on our launch page — and a permanent line in the credits page after.
You're a SMB or multi-location customer running a real business with real customers — restaurants, retail, clinics, hotels, beauty, wellness, service. We're not looking for resellers or testers.
Industries
Built for your industry.
From restaurants to clinics to retail — see how customers in your industry use Informly, the workflows that ship pre-built, and the integrations they care about.
Restaurants
Bring diners back. Fix problems before they hit Google reviews.
Hotels
Every guest, every stay, every signal — before they check out.
Medical Clinics
Patient feedback, follow-ups, and reviews — without breaking compliance.
Retail
Loyalty, reviews, and recovery — for every shopper and every location.
Salons & Beauty
Keep clients in your chair. Turn one cut into a regular.
Spas & Beauty Clinics
Repeat bookings, loyal members, glowing reviews — without the manual chase.
Gyms & Fitness
Keep members engaged. Bring lapsed ones back. Build a referral engine.
Auto Workshops
Turn one-time fixes into regulars who refer their friends.
Ecommerce
Recover unhappy buyers. Turn happy ones into referrers.
SaaS
NPS, churn signals, and support — connected to the action that saves the account.
Agencies
Run CX programs for your clients — without running between five tools.
Don't see yours?
See every industry Informly works with.
Your data
Your data is yours. Always.
No resale. No lock-in. No surprises. Here's what we commit to from day one — and where to look if you want the longer answer.
Your customers, your data.
Export everything anytime. Delete it on request. We never sell or share.
Encrypted in transit and at rest.
Industry-standard TLS and AES-256 protect your data end-to-end.
Built on Cloudflare and Google Cloud.
The same infrastructure that runs the biggest sites on the internet.
GDPR-aligned from day one.
EU data residency available. DPA on request.
Daily backups, tested restores.
If something goes wrong, your data isn't.
Role-based access.
Give every team member exactly what they need — and nothing they don't.
Pricing
Start free. Scale when you're ready.
A free plan with everything you need to start. Paid pricing per location, per month — with local rates by country, and every module included in every plan. No annual lock-in.
Free
For getting startedFree forever
Everything you need to run a real CX program — without paying a cent.
- All 7 modules (Surveys, Contacts, Ticketing, Coupons, Loyalty, Referrals, Testimonials)
- 1 location
- Up to 500 contacts
- Up to 100 survey responses / month
- Core automation workflows
- Community support
Growth
For multi-location customersPer location, per month
Local pricing by country
Everything in Free, plus scale, integrations, and the controls multi-location customers need.
- All 7 modules — at full scale
- Multi-location support (priced per location)
- Unlimited contacts and survey responses
- Full automation engine — every trigger, condition, action
- All integrations (POS, CRM, ecommerce, messaging)
- Role-based access for regions and teams
- Priority support
Still here? You might be one of our first 100.
Founding customers get every paid feature free for a year.
Grow your happy customers.
Recover the unhappy ones.
Starting today.
Start free in under five minutes. No credit card. No setup call required.
Free planNo credit cardUpgrade anytime