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Independently verified · Quarterly re-audit
EU VETTED

Customerly

VERIFIED
Helpdesk · Ireland
Founded 2017 · customerly.io ↗

Dublin-based Italian-founded customer messaging + AI CRM (Customerly Ltd, 2017); EU-only data storage; Aura AI Assistant solves 71% of support volume.

In short

Customerly, in the Helpdesk category, is a European service with Ireland as its hosting location and at most minor, transient US exposure under the CLOUD Act.

Assessment notes

Customerly Limited (Dublin, Ireland; 71 Lower Baggot Street, D02 P593; incorporated 5 October 2017 by Italian entrepreneurs Luca and Daniele after MBA studies at MIP Politecnico di Milano) is a B2C SaaS-focused AI customer-service + CRM product with Aura AI Assistant, live chat, knowledge base, NPS, and chatflows. The corporate page commits explicitly that 'all data is stored in EU only'. Clean Irish ownership with no PE / VC chain visible, EU-only data residency claim, multiple G2 / Capterra / GetApp 'Leader' designations. EU-owned and EU-only data residency verified. Key gap: Customerly does not publish a publicly accessible DPA (available only via email request to legal@; no public self-service link exists); no sub-processors list is publicly indexed either.

CLOUD ACT
OWNERSHIP
SUB-PROCS
not disclosed
Verified signals
Jurisdiction
  • EU / adequacy hosting
  • EU / adequacy operator
  • No US CLOUD Act exposure
Transparency
  • Public DPA
  • Sub-processors disclosed
  • Open-source clients
  • Third-party certification
JUMP TO
OVERVIEW

About Customerly

Customerly is a Dublin-headquartered customer-messaging + AI CRM platform operated by Customerly Limited (71 Lower Baggot Street, Dublin D02 P593, Ireland; incorporated on 5 October 2017). The company was founded by Italian entrepreneurs Luca and Daniele, who met in 2012 while completing MBAs in entrepreneurship at MIP Politecnico di Milano and later chose to incorporate in Ireland following mentorship advice that an Irish Limited or US INC structure is the standard scalable SaaS vehicle. The product is built around Aura AI Assistant (the company reports Aura solves 71% of support ticket volume and saves agents ~19 hours per month), AI Live Chat, Help Center, NPS + surveys, Chatflows, Knowledge Base, and workflow automation, positioned for B2C SaaS businesses as an Intercom / Drift / Freshdesk alternative.

For an EU-sovereignty audit the listing is structurally clean on the ownership side: Irish Limited Company, no PE or VC ownership chain visible at audit, Italian founder team, no US legal entity disclosed. The corporate page commits explicitly that "all data is stored in EU only", the most procurement-relevant signal in the category. The product carries Software Advice / Capterra / GetApp "Leader" badges. Where the listing weakens for the strictest procurement-grade buyers is in the formal disclosure layer: a DPA is available only on email request (not a public self-service link), no named sub-processors list is publicly indexed, and the underlying hosting provider for the EU-only data is not disclosed. AI components (Aura) imply at least one US-cloud or US-API dependency (likely OpenAI or Anthropic for the LLM backbone), which is the standard pattern for AI-augmented SaaS in 2026 and the reason the CLOUD Act flag sits at minor.

Pricing is per-feature / per-volume tiered; specific entry-tier EUR figures were not captured at audit. Best fit: B2C SaaS businesses needing AI-augmented customer support with native EU data-residency commitments, Italian / Irish / European SMB and mid-market SaaS teams, and any organisation that prefers a Dublin-incorporated counterparty over a US-incorporated competitor (Intercom, Drift) for category-equivalent features.

SUB-PROCESSORS

Sub-processor map · not disclosed

Vendor does not publish a sub-processors list. Schrems II compliance and CLOUD Act exposure cannot be independently verified without it.
CERTIFICATIONS

Frameworks & certifications · none listed

We checked the vendor's website and standard certification body registries. No active certifications found at the time of last audit (2026-05-11).
FEATURES

Capability matrix

Workflow automation Yes
Shared inbox Yes
Live chat Yes
Knowledge base Yes
Multichannel Yes
CSAT surveys Yes
AI assist Yes
INTEGRATION & ACCESS
REST API Yes
SSO (SAML / OIDC) No
COMPLIANCE & GOVERNANCE
Audit log No
Self-host / on-prem option No
PRICING

Pricing & tiers

PAID
Custom pricing

Contact vendor for tier or volume pricing.

View pricing page ↗
PUBLIC DOCUMENTS

Public documents

Vendor does not publish a sub-processors list. Schrems II compliance and CLOUD Act exposure cannot be independently verified without it.
  • Data Processing Addendum (DPA)
    drive.google.com/file…
    Open ↗
  • Sub-processors list
    — missing
    missing
  • Terms of Service
    www.customerly.io/legal…
    Open ↗
ALTERNATIVES

Alternatives in this category

Crisp
France · Founded 2015
EU-HOSTED

Nantes-based French customer-messaging platform (Crisp IM SAS, founded 2015); fully bootstrapped, no VC, 200k+ customers, flat-rate pricing.

Public DPA Sub-processors Open source
FROM
CLOUD ACT
MATERIAL
Userlike (Lime Connect)
Germany · Founded 2011
EU-BASED

Cologne-based German live-chat platform (Userlike UG, founded 2011); acquired by Swedish Lime Technologies AB (Nasdaq Stockholm-listed).

Public DPA Sub-processors Open source
FROM
CLOUD ACT
MINOR
LiveChat (Text)
Poland · Founded 2002
EU-BASED

Wrocław-based Polish customer-service suite (Text S.A., WSE-listed since 2014), 28k+ customers in 150+ countries; LiveChat + ChatBot + HelpDesk.

Public DPA Sub-processors Open source
FROM
CLOUD ACT
MINOR