NewLoyalty in Apple & Google Wallet.See what’s new →

Customer engagement platform

One platform for every customer moment.

Hear them. Keep them. Grow with them.

A 3 out of 10 becomes a ticket and a make-good before they drift away. A 10 becomes a review and a friend through the door. Surveys, loyalty, coupons, referrals and reviews, working as one.

Free plan available. Or book a walkthrough

JW

Good morning, John

Trial · 28 days
Tuesday, April 29 · Your customer growth loop is up +18% this month
Search...⌘K
Last 30 days
Customize
Responses
Last 30 days
⋯
1,284
12.4% vs last 30d
View responses →
Net Promoter Score
612 responses · 90 days
⋯
62Great
Promoters
71%
Passives
20%
Detractors
9%
Open NPS report →
CSAT
30-day rolling average
⋯
4.6
/5
0.2
See breakdown →
Open Tickets
By priority · 47 total
⋯
High
8
Medium
22
Low
17
Go to tickets →
Growth Loop
How your modules feed each other
⋯
S
Survey
1,284
T
Ticket
47 open
C
Coupon
612
L
Loyalty
2,481
R
Referral
87
V
Review
449
Configure automations →
Negative Feedback
Auto-routed for follow-up
⋯
Hasan R.
2/5
"Service was slow tonight, waited 40 min for the bill"
8m ago
Maria L.
4/5
"Loyalty card didn't update after my visit"
1h ago
Anonymous
3/5
"Wallet pass would not save on my Android phone"
3h ago
View inbox →
SLA at Risk
3 tickets approaching deadline
⋯
Booking confirmation email delayed
Due in 4h
JW
Loyalty stamp not awarded after visit
Due in 1d
JW
Wallet pass install failing on Android
Due in 2d
JW
View all at-risk →
Top Referrers
This month
⋯
1SK
Sara Khan
12 refs$1,840
2AM
Ahmed Malik
9 refs$1,210
3FN
Fatima Noor
7 refs$910
4JO
John O'Nolan
5 refs$640
Recent Activity
Across your organization
⋯
Post-Visit CSAT received 23 new responses
Survey · 2m ago
Sara Khan resolved "Booking email delayed"
Ticket · 18m ago
Hasan Riaz reached Gold tier (250 pts)
Loyalty · 1h ago
Maria Lopez converted 1 referral
Referral · 2h ago
New 5-star video testimonial collected
Testimonial · 4h ago
Wallet Passes
Apple Wallet + Google Wallet
⋯
Installed
1,842
9.2%
Push opens
34%
2.1%
Loyalty Members
Active in last 90 days
⋯
2,481
15.3%
B
1,320
S
740
G
421
Manage program →
Coupon Redemptions
$3,420 attributed revenue
⋯
612
22% vs prior
See coupons →
Referrals Funnel
Last 30 days · 21% conv.
⋯
Invites sent
412
Referrals clicked
287
Signed up
142
Converted
87
View campaign →
Review asks
Sent after a great visit · by destination
⋯
G
Google2484.8
W
Your website964.9
F
Facebook644.7
T
TripAdvisor414.6
Testimonials →
The problem

“It’s fine.” Then they never come back.

Customers smile at the door and say everything was fine. The ones who had a bad time rarely tell you. They just stop coming, and you find out weeks later, if at all.

At the table

How was everything?

It’s fine, thanks.

What they’d write · 3/10never said

“Mains took 40 minutes. Nobody checked on us.”

01

They say it’s fine.

The bill is paid and they smile on the way out. Whatever went wrong stays with them, because nobody asked in a way they could answer.

Your regularsLast seen
  • Marcus7 weeks ago
  • Priya5 weeks ago
  • Tom & Ana4 weeks ago
02

Then they just stop coming.

A regular who came every Friday hasn’t been in for seven weeks. There was no complaint and no bad review. They drifted, and nobody noticed.

Great visit

“Best haircut I’ve had in years.”

Review asked forNo
Friend invitedNo
03

Your best customers stay quiet too.

A great visit rarely turns into a review or a friend through the door. Most people would, if someone asked at the right moment.

7 in 10 customers who have a bad experience never tell you.Source: Qualtrics XM, 2025

The platform

One customer, all the way round.

Follow Sam from a 3 out of 10 to a review and a friend through the door. Each module hands them to the next.

  • Hear themListen · Understand
  • Keep themAct · Retain
  • Grow with themGrow
  1. Hear them

    01Listen

    After dinner, an email survey. Sam answers 3 out of 10: “Cold food, long wait.”

    Surveys
  2. Hear them

    02Understand

    Informly AI reads the comment, flags it urgent and adds it to Sam’s profile.

    Informly AIContacts
  3. Keep them

    03Act

    A ticket opens with an owner. A make-good coupon goes out the same evening.

    TicketingCoupons
  4. Keep them

    04Retain

    A nudge on Sam’s wallet loyalty card brings them back for another visit.

    Loyalty
  5. Grow with them

    05Grow

    This time it’s a 10. Their words go on your website, with a code for a friend.

    TestimonialsReferrals
Explore the modules

Every module, built to work with the others.

Use one, or use all seven. Your customer data, automations and results stay connected either way.

Hear them

Ask at the right moment and hear what they won’t say.

Send a survey after the visit, the stay or the order. Informly AI reads the written answers for sentiment, urgency and the reason, so a 3 out of 10 never sits unread.

  • Build a survey from one sentence with Informly AI, or start from a template.
  • Send it after a visit, an order or at a set time, by email or QR code.
  • A low score can open a ticket. A high score can ask for a review.
Example data
JW
Customer Feedback/Dine-In Experience
Build
Share
Results
Questions
Design
Settings
W
We'd love your feedback!
1
How likely are you to recommend Orange Planet…
2
How would you rate your overall dining experience
3
How would you rate the food quality?
4
Any suggestions on how we can improve?
5
Your name
6
Your email
7
Your phone number
T
Thank you for dining with us!
Edit
View
Orange Planet
2 / 7
Question 2 · Smileys
How would you rate your overall dining experience at Orange Planet?
1
2
3
4
5
28%
Watch it happen

A bad night, a great visit, a regular drifting. See each one play out.

Each tab follows one customer as the modules hand them on. Click a step to see the screen.

A 2-star answer at 7:42 PM becomes a ticket with an owner.

They said it was fine at the door. The survey says otherwise, and someone is on it by morning.

Example data
Surveys · New response
ML
Marcus L.
Nov 14 · 7:42 PM
Detractor
How was your visit?
2.0
"Steak was cold, server didn't check back."
What just happened

What would have been a quiet goodbye, or a 2-star review, is now a ticket with an owner, a make-good and a follow-up on the calendar.

Automations

Every handover is an automation you can read.

When this happens, check that, then do this. Start from a template or build your own, and change it whenever you like.

Workflow editor
● Live
Trigger

Customer's birthday

Condition

Frequent diners (≥6 visits)

Action · Loyalty

Issue +2 bonus stamps

Action · Coupons

Send birthday email

Branch · No visit 14d

If no visit → continue

Action · Coupons

Win-back coupon

Action · Contacts

Tag “at risk”

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 a thank-you email
ACTION 2Issue surprise bonus reward
ACTION 3Send a referral link with a 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
Why it's a platform

Built like a platform. Not a bundle.

Every module shares one customer profile, one automation engine and one set of permissions. That's why the journeys above run on their own.

Automation engine

A visual workflow builder that connects every module.

Pick a trigger from any module and an action from any other. Build your own, or start from a template.

One profile per customer

Every answer, visit, coupon and stamp, on a single profile.

Maria K.

12 visits · advocate

  • Survey5★ post-visitJust now
  • Coupon20% off redeemed5m
  • Loyalty8/10 stamps1h

Every location, in view

Compare every location side by side, without exporting a spreadsheet.

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

Shopify, WooCommerce, Square and Slack, with more on the way.

Integrations
Shopify
Square
Slack
Woo
Wallet
API

For the phone in your customer's pocket

Loyalty cards in Apple Wallet and Google Wallet. Nothing to download, nothing to lose.

Loyalty
BREW & BEAN

Coffee card

1 / 10stamps

9 more for a free latte

Analytics across every module

Cross-module dashboards that connect cause and outcome.

Track scores by location, referral revenue by source, tickets by team and redemptions by program, in one place.

Customer Health

All locations · Last 30 days

30d
Example data

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
Analytics

See who’s coming back, and who’s slipping away.

Scores, tickets, stamps, coupons and referrals all sit on the same customer record. So one report can follow a customer from what they said to what they did next.

Example data

Updated 2m ago

Customer Health

All locations · Last 90 days

All locations90dAll segments

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

  • Marina
    84
  • Downtown
    78
  • Eastside
    71
  • Airport
    65
  • Mall
    58

Promoter journey

Cross-module · Surveys → Testimonials → Referrals

Promoters identified

1,420100%

Asked for review

1,42082%

Review left

61264%

Referral sent

29846%

Conversion

14728%
Questions one record can answer

Three reports that follow a customer across modules. Example data.

Do your 10s bring friends?

See which survey scores turn into referrals, and which never do.

Referral $ per customerr² = 0.78
NPS score 0 →→ 100
SurveysReferralsContacts

Survey scores and referrals on the same customer profile.

Which regulars are drifting?

Spot loyalty members whose visits are thinning out, before they stop.

Marcus K.

12 → 0 in 60d

high

Anya R.

8 → 3 in 30d

medium

Sarah L.

10 → 6 in 30d

low
LoyaltyContactsSurveys

Visit pattern, profile and recent survey answers together.

Did the make-good work?

See how many customers came back after a make-good coupon following a low score.

Detractors
412
Coupons sent
412
Redeemed
186
Repeat visit
112

27% came back · est.$8.4K revenue saved

SurveysCouponsContacts

From the low score to the next visit, in one report.

Integrations

Works with your point of sale and your online store.

Customers and orders come in from your point of sale or online store. Alerts go to Slack, and loyalty cards live in Apple Wallet and Google Wallet.

  • Shopify
  • WooCommerce
  • Square
  • Slack
  • Apple Wallet
  • Google Wallet
More on the way
Public API
Early access

Help shape Informly from the start.

We’re working closely with a small group of restaurants, hotels, salons, gyms and Shopify stores in our first year. Founding customers get year one free and a direct line to the founders.

OpenFounding customers

The Founding Customer Program

For businesses who want a say in what Informly becomes.

  • Free for a year.

    Every paid feature on every module. After the first year you keep a founding-customer price for as long as you stay.

  • Direct line to the team.

    You talk to the founders, not a ticket queue. Tell us what's working and what isn't.

  • First say on the roadmap.

    Your feedback shapes what we build next, and we'll tell you why we did or didn't build something.

You run a real business with real customers: a restaurant, hotel, salon, gym, clinic, shop or online store. One location or several.

Your data

Your data is yours. Always.

Here’s what we commit to from day one, and where to read the longer answer.

Your customers, your data.

Your customer list belongs to you. Export it whenever you like.

We don’t sell your data.

Not to advertisers, not to anyone. Your customers hear from you, not from us.

GDPR-minded.

Customers can ask to see or delete what you hold about them, and you can do it.

Access by role.

Give each person on your team what they need to see, and nothing more.

Pricing

Start free. Scale when you're ready.

A free plan to start. Paid plans are priced per location, per month, with local rates by country. Every plan includes every module.

Free

For getting started

Free forever

Every module for one location, free for as long as you like.

  • 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 customers

Per location, per month

Local pricing by country

Everything in Free, plus more locations, every integration and team controls.

  • All 7 modules
  • Multi-location support (priced per location)
  • Unlimited contacts and survey responses
  • Every automation trigger and action
  • Shopify, WooCommerce, Square and Slack integrations
  • Role-based access for regions and teams
  • Priority support

Hear them. Keep them.
Grow with them.

Start on the free plan today, or book a walkthrough and we’ll show you round with your business in mind.

Free planEvery module includedUpgrade when you grow