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Software · head to head

Customerly vs Tana

Customerly logo

Customerly

Software

Customer service suite with live chat and automation

From
Free
Rated
-
Full reviewWebsite
Tana logo

Tana

Software

The everything app for your personal workspace

From
Free
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Customerly usage-based pricing of 0.50 EUR per conversation can become expensive at scale; Tana the free plan hosts only 5 meetings a month with AI transcripts and summaries
  • They diverge on capability: Customerly covers Live chat, Tana covers Outliner interface.

Where they differ

Only the attributes on which Customerly and Tana actually diverge.

Attributes where Customerly and Tana differ
AttributeCustomerlyTana
Pricing modelsubscriptionfreemium
PlatformsWeb, Ios, AndroidWeb, Desktop
Founded20152020

Identical on both: starting price (Free), free tier (Yes), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Customerly

  • Live chat
  • Email marketing
  • Customer surveys
  • Help center
  • Automation
  • Video chat
  • Slack
  • WordPress

Only in Tana

  • Outliner interface
  • Supertags
  • Live queries
  • AI integration
  • Graph views
  • Email capture
  • API
  • SSO

Both cover

  • Zapier
  • 2FA
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Customerly

  • Customer supportnot Tana
  • Lead generationnot Tana
  • Email marketingnot Tana
  • Customer feedbacknot Tana

Tana

  • Structured note taking with a graph based supertag data modelnot Customerly
  • Automatic meeting capture with AI transcripts and summariesnot Customerly
  • Turning notes into queryable structured databasesnot Customerly

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Customerly

  • Usage-based pricing of 0.50 EUR per conversation can become expensive at scale
  • Limited to 11-50 employees according to company size metrics

Tana

  • The free plan hosts only 5 meetings a month with AI transcripts and summaries
  • The free plan connects only 1 calendar and allows 50 AI queries
  • Pro is $30 per user per month at standard price, with $20 shown as an early bird rate
  • Max is $120 per user per month at standard price, with $80 shown as an early bird rate
  • Integrations and full MCP require the Pro plan
  • Dedicated support and onboarding, and unlimited agents, skills and types, require the Max plan
  • The Business plan is custom priced, billed yearly and has no published rate
  • The free trial runs 30 days

Pricing, plan by plan

Customerly

Free
  • FreeFree
    • 2 teammates
    • Live chat
    • Basic surveys
  • Essential$9/month
    • Unlimited chat
    • Help center
    • Automation
  • Startup$29/month
    • Video chat
    • Funnels
    • Priority support
  • Pro$79/month
    • White label
    • Advanced analytics
    • API access

Tana

Free
  • FreeFree
    • Core features
    • Supertags
    • Searches
  • Pro$10/month
    • Advanced AI
    • Priority support
    • Extended history

Which should you pick?

Choose Customerly if

  • You need live chat.
  • You want to start without paying.
  • You work on Web, Ios, Android.
  • You also want email marketing.
Customerly review

Choose Tana if

  • You need outliner interface.
  • You want to start without paying.
  • You work on Web, Desktop.
  • You also want supertags.
Tana review

Questions people ask

Is Customerly or Tana better?
Neither clearly leads. Customerly starts at Free and Tana at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Customerly or Tana?
Customerly starts at Free and Tana at Free.
Does Customerly or Tana run on more platforms?
Customerly runs on Web, Ios, Android. Tana runs on Web, Desktop.
Can I use Customerly for free?
Both have a free tier, so you can try either at no cost before committing.
What is Customerly best used for?
Customerly is most often used for customer support, lead generation, email marketing, customer feedback. Of those, customer support and lead generation are not what Tana is typically brought in for.
What can Customerly do that Tana cannot?
Customerly covers Live chat, Email marketing, Customer surveys, Help center. Tana covers Outliner interface, Supertags, Live queries, AI integration. Both handle Zapier, 2FA, Web support.

Answered from the vendors’ own pages

Customerly: Where is Customerly's data stored?

All data is stored exclusively in the EU, providing GDPR compliance and data residency in European servers.

Source
Customerly: What messaging channels does Customerly support?

Customerly integrates live chat, email, WhatsApp, Facebook Messenger, Instagram DMs, and mobile apps into a single unified inbox for managing customer conversations.

Source
Customerly: How much of customer support can Customerly automate?

Customerly's AI assistant (Aura) handles up to 60 percent of customer conversations automatically, with the platform designed to handle 71 percent of support volume through automation.

Source
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Related pages

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