Collect customer data
and use it for growth

All user data is stored in a unified database — send personalized messages and track funnel conversion from a single place.

Lindsey Welch
lindsey@gmail.com
EventsPropertiesConversations
Page Viewed2 min ago
ConversationActive
MQL StatusQualified
Meeting BookedToday 3pm
Opportunity$4,200
API
Website
CRM
Live Chat
Messengers
Email
CSM
CSV
Unified Profile

Act on customer data — conversations, CRM records and behavior all in one place

No more switching between tabs. Website activity, chat history, CRM data and external services — everything is linked to a single customer profile.

Lindsey Welch
lindsey@gmail.com
Online+1 212-482-6632
Attributes
Location and local time
New York, USA
13:45 AM
Current page
Page not defined
Notes (0)
Tags (4)
Pop-up sentPhone leftNew York
Segments (5)
Trial ×US leads ×
Events
03/06/2026
09:13:08
paid_campaign
Ad budget$4,040
03/06/2026
09:11:42
Page Viewed
H1Video
titleWOWBlogger
03/06/2026
09:11:41
Visited projects
03/06/2026
09:10:17
topped_up_by_card
Balance funded$3,246
03/06/2026
09:09:17
proceeded_to_topup
Amount$3,246
03/06/2026
08:51:21
Signed in
lead_typeAdvertiser
Reg: budgetup to $30k
Emaillindsey@gmail.com
02/23/2026
03:16:59
Visited the website
DevicePC · Windows 10
SourceGoogle Ads
Conversation history
Only conversations with a reply
32 messages · June 6, 2021
Hello. I need help with choosing a fare)
13:09
13:09
We will answer you within 30 minutes via chat or email.
13:09
Good day! Let's discuss in Zoom? 😊
Where is the link?
13:10
13:10
Join me
Segment
1,024
User properties (1)
Select property
Select condition
User events (1)
Select event
Name
Email
Last activity
Sessions
Source
Region
DW
Diana Walsh
Unknown
Sep 19, 2020 2:32
4
facebook.com
San Francisco
JM
James Mitchell
j.mitchell@…
Sep 19, 2020 1:45
14
facebook.com
San Francisco
SC
Sarah Chen
s.chen@…
Sep 19, 2020 1:49
3
facebook.com
San Francisco
RT
Ryan Torres
Unknown
Sep 19, 2020 1:56
1
facebook.com
Austin
LH
Laura Henderson
l.henderson@…
Sep 19, 2020 2:11
4
facebook.com
San Francisco
MK
Marcus Klein
Unknown
Sep 19, 2020 2:30
5
facebook.com
San Francisco
AT
Ashley Turner
Unknown
Sep 19, 2020 2:40
1
facebook.com
Austin
NB
Nathan Brooks
Unknown
Sep 19, 2020 3:48
2
facebook.com
San Francisco
OW
Olivia Ward
Unknown
Sep 19, 2020 4:01
24
facebook.com
San Francisco
CE
Connor Evans
c.evans@…
Sep 19, 2020 2:11
2
facebook.com
San Francisco
Send message
Chat
Pop-up
Email
Subject
Body
From name
Successfully sent

Flexible segmentation of your user base

Segment users into any groups by website data, CRM, and external services. Segments update automatically in real time.

  • By website behavior — pages, sessions, time
  • By CRM data, payment systems, product
  • By UTM tags, traffic sources, campaigns
  • Any condition combinations with AND / OR
Data collection

Collect data from your website and other systems into Dashly: any way you like

Multiple integration methods — from ready-made connectors to API. Data flows into a unified user profile automatically.

WebsiteJS codePaymentsTransactionsAPIAny dataChatDialogsAnalyticsUTM, eventsFormsLead dataEmailOpensCRMIntegrationDashlyCDP
JS snippet on your site
Add 1 line of code — basic visitor data starts collecting immediately. Extra events via wizard.
Ready-made integrations
Salesforce, HubSpot, WordPress, Zapier, Make and 20+ services — no developer needed.
REST API & SDK
Send any custom user properties and events directly from your product or backend.
CSV / database import
Upload your existing contact base with full history and custom attributes.
Integrations

22 integrations — connect any service in minutes

CRM, messengers, analytics, lead forms — ready-made connectors set up without a developer. Data from all services flows automatically into a unified customer profile.

Instagram *
WhatsApp
Email
Facebook
Telegram
Viber
Slack
Zendesk
Calendly
OpenCart
Prestashop
WordPress
Facebook Leads
LinkedIn Lead Gen
Typeform
HubSpot Forms
Google Analytics
m
Mixpanel
api
Dashly API
JS
Your JS Script
Webhooks
Zapier
Inbox
0
Chat
Email
Telegram
WhatsApp
Instagram
Facebook
Viber
Slack
Pop-ups
Communications

Engage users across every channel

Talk to customers wherever they are. All conversations are stored in one place — chat history linked to the customer profile.

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