Is Gladly a CRM? How Gladly and Endear Enhance Customer Support

As the digital age continues to evolve, consumers expect seamless and efficient support across various channels. To meet these expectations, brands are turning to innovative solutions like Endear CRM and Gladly to streamline their customer service operations.

Is Gladly a CRM?

Written by

Madeleine Anderson, Partner Manager @ Endear

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Your support team knows a customer returned a pair of boots last week (twice). Does the associate greeting her in your flagship store know that too?

For most retail brands, the answer is no. Consumers expect smooth, consistent support across every channel, and many brands use Gladly to deliver it. But support conversations often stay inside the help desk, where your store team never sees them. That gap is why people search "Gladly CRM" and ask whether Gladly is a CRM at all.

In this guide, you'll get a straight answer to that question. You'll also see how Gladly handles omnichannel support, how it differs from a retail CRM like Endear, and how connecting the two gives your support reps and your store associates the same picture of each customer. Let's start with the question most people arrive with.

Key takeaways:

  • Gladly isn't a CRM in the traditional sense. It's a customer service platform that organizes support around people instead of tickets.
  • Most retail brands pair Gladly with a dedicated CRM for sales, marketing and in-store clienteling.
  • The Endear integration puts Gladly support conversations on each Endear customer profile, next to purchase history and associate notes.
  • Setup needs your Gladly subdomain, an API key and the account email. Data starts syncing as soon as it's on.
  • The payoff is on the sales floor: associates see a recent support issue before the client walks in.

Is Gladly a CRM?

Not in the traditional sense. Gladly is a customer service platform. It organizes support around people instead of tickets, which makes it feel CRM-like, but it isn't built to manage sales, marketing, or in-store clienteling. Most retail brands pair Gladly with a dedicated CRM for those jobs.

That's why "Gladly CRM" is a slightly misleading label, and Gladly draws the same line on its own blog. In its guide to customer service software vs. CRM, it says a CRM "tracks the commercial relationship: purchase history, deal stage, lifetime value," while customer service software "runs the actual conversation: the call, the chat, the email thread."

Here's how that plays out for a retail brand running both tools:

Is Gladly a CRM?

Gladly

Endear

Category

Customer service platform

Retail CRM and clienteling platform

Primary users

Support agents and contact center teams

Store associates, store managers, retail and marketing leaders

Core job

Resolve customer questions across voice, chat, email, SMS, and social

Build relationships, drive repeat purchases, and bring customers back into stores

Organized around

One continuous conversation per customer

A unified customer profile with purchase history, preferences, and notes

Typical outreach

Reactive (the customer reaches out)

Proactive (the associate reaches out with a reason to visit or buy)

Works best when

Connected to your commerce and CRM data

Connected to your POS, e-commerce, and help desk data (including Gladly)

So the answer isn't "Gladly or a CRM." It's "Gladly and a CRM, connected." We'll come back to that. First, a closer look at what Gladly does.

What Does Gladly Do?

Gladly is a customer service platform that consumer brands use to handle support across many channels from one workspace. Its core idea is simple: customers, not tickets. Gladly's own help center describes it as putting "Customers — not tickets — at the center, unifying all interactions into a single, lifelong Conversation" (Gladly Help Center).

Its main capabilities include:

  • Native channels: Voice, email, SMS, live chat, and social messaging, all built into the platform.
  • A single conversation timeline: Every interaction a customer has with your support team lives in one ordered history.
  • People Match®: Gladly's routing engine, which sends each customer to the best-suited agent based on history, status (for example, VIP), sentiment, and skills.
  • AI agent and self-service: Automated answers to common questions like order status and returns, with handoff to a human agent who keeps the full context.
  • Integrations: Connections to commerce platforms, CRMs, and other tools so agents see customer data without switching screens.

Gladly's public customers include Crate & Barrel, Nordstrom, Ulta Beauty, UGG, TUMI, Tory Burch, and Hoka (Macha). In other words, it's built for consumer brands where the relationship matters, which is exactly the kind of brand that also runs physical stores.

How Does Gladly Handle Omnichannel Support?

Gladly handles omnichannel support by putting every channel (voice, chat, email, SMS, and social) into one continuous conversation per customer. When a customer switches from chat to a phone call, the agent sees the full thread, so the customer never repeats themselves and context is never lost.

Here's what that looks like in practice:

  1. One thread per customer. Instead of opening a new ticket for every email or chat, Gladly adds each interaction to the same conversation. According to Gladly's documentation, a customer can only have one conversation open at a time, which prevents duplicate requests.
  2. History travels across channels. Gladly's channels page puts it this way: "Full thread history travels with the customer, so nobody repeats themselves, even when a conversation jumps from chat to voice to email."
  3. AI and humans share the thread. When Gladly's AI hands a conversation to an agent, the agent picks up the same thread. As Gladly says, "a handoff never resets the conversation."
  4. Routing uses the relationship. People Match routes based on who the customer is, not just which queue they landed in.

What does this mean for agent productivity?

The payoff is less time spent reconstructing context. Agents don't have to search three systems or ask customers to repeat an order number they already shared in chat. Gladly publishes customer results on its channels page, including Rothy's shrinking conversation times by 33% and Deckers doubling agent productivity. (These are Gladly's reported figures, so treat them as vendor-published, not independent benchmarks.)

Where omnichannel support stops

There's a catch, though. Gladly's "single thread" covers conversations with your support team. It doesn't cover what happens on your sales floor: the fitting-room chat, the associate's follow-up text, or the appointment a VIP booked for Saturday. That's where a retail CRM comes in.

Agents don't have to search three systems or ask customers to repeat an order number they already shared in chat.

What Is Endear?

Endear is an AI-powered retail CRM and clienteling platform built for omnichannel brands with physical stores. It's a SaaS platform that connects to your POS and e-commerce systems to give store associates a unified view of each customer, then helps them turn that view into personalized outreach and sales.

Endear helps retail teams manage customer interactions and drive sales. Its core features include:

  • Retail CRM: Customer profiles with purchase history, preferences, and notes, organized at the store level.
  • Clienteling: One-to-one relationship building between associates and their clients.
  • Campaigns: Targeted email, SMS, and WhatsApp messaging with segmentation, automation, and a unified inbox for replies.
  • Appointments: In-store or virtual appointments that customers book with an associate.
  • AI Opportunity Engine: A daily queue of high-intent customers paired with brand-aligned message drafts that associates review before sending.
  • AI Notetaker: Voice, typing, or photo capture of in-store visit details that syncs to the customer profile.

If you're curious about cost, Endear's pricing starts at $350/month, and you can try it free for 14 days. For a deeper look at the category, see What Is a Retail CRM?

Connect Gladly and the rest of your stack

Endear connects to your POS, ecommerce platform and help desk so every customer profile shows the full picture.

How the Endear and Gladly Integration Works

The Endear and Gladly integration brings your customers' Gladly support conversations into their Endear customer profiles. Once it's connected, your team can see support history right next to purchase history, preferences, and associate notes.

According to Endear's Gladly integration page, there's no tech lift: all you need is your Gladly subdomain, an API key, and the email address tied to your Gladly account. Data starts syncing as soon as you turn the integration on.

To connect Gladly to Endear:

  1. In Endear, click Settings.
  2. Click Integrations.
  3. Click Add Integration.
  4. Search for and click Gladly.
  5. Enter your Gladly information and click Connect.

(You'll need an API token from Gladly first. The Endear Help Center walks through the full setup.)

The Benefits of Integrating Endear CRM and Gladly

  1. Unified Customer Data: By integrating Endear CRM and Gladly, retail brands can see customer support conversations alongside purchase history in one customer profile. This unified data allows customer service representatives and store associates to provide more personalized and contextually relevant support.
  2. Efficient Omnichannel Support: Customer inquiries from channels such as email, chat, and social media are consolidated within Endear, so your retail teams can understand and resolve issues faster. This keeps communication consistent across every touchpoint, enhancing the overall customer experience.
  3. Personalized Interactions: Leveraging the combined capabilities of Endear CRM and Gladly, retail brands can personalize customer interactions based on preferences, purchase history, and previous support conversations. This personalized approach fosters stronger customer relationships and increases satisfaction.
  4. Smarter, More Efficient Workflows: Each platform automates the work it's built for. Gladly handles support routing and self-service, while Endear handles segmentation, automated campaigns, and AI-surfaced outreach. With the data connected, those automations work from a fuller picture of the customer, so your teams spend less time digging for context and more time helping.
  5. Better Store Experiences: This is the benefit most support-only setups miss. When an associate opens a client's profile before an appointment, they can see that the client had a sizing issue last month and walk in ready to fix it, not repeat it.

What This Looks Like on the Sales Floor

Picture a loyal client who emailed your support team about a jacket that ran small. Gladly's agent handled the exchange quickly. Great! But two weeks later, the same client walks into your store.

Without the integration, the associate has no idea about the exchange. They recommend the same cut in the same size. Awkward.

With the integration, the associate checks the client's Endear profile, sees the support conversation, and pulls the next size up before the client even asks. Then they log a fit note with AI Notetaker so the whole team knows for next time.

That's the difference between omnichannel support and an omnichannel relationship. And it compounds: Endear's AI Opportunity Engine can surface that client in an associate's daily queue with a draft follow-up message, which the associate reviews and edits before sending. (For one specialty retailer, the AI Opportunity Engine has delivered $35 in attributed revenue for every $1 spent on actioned opportunities.)

Want to see how support history, clienteling, and AI outreach fit together for your stores? Request a demo and we'll walk you through it.

Strategies for Effective Integration

  1. Define Integration Goals: Before integrating Endear CRM and Gladly, define clear objectives and key performance indicators (KPIs). Whether it's reducing response times, increasing customer satisfaction scores, improving agent productivity, or lifting repeat purchase rates, specific goals will guide the integration process.
  2. Train Staff: Proper training makes sure customer service representatives and store associates understand how to use both platforms effectively. Provide training sessions and ongoing support so staff know where support history appears in Endear and how to use it in conversations.
  3. Customize Workflows: Tailor workflows and automation rules within Endear CRM and Gladly to align with your business processes and customer service requirements. For example, you might build an Endear segment of clients with a recent support conversation and ask associates to follow up personally.
  4. Monitor Performance: Regularly track key metrics to evaluate the effectiveness of the integration. Analyze response times, resolution rates, customer satisfaction scores, and repeat purchases to find areas for improvement and keep optimizing the support process.
  5. Seek Feedback: Encourage feedback from customers, support agents, and store teams to learn how the integrated system is working. Use that feedback to make data-driven decisions and implement enhancements that drive better customer experiences.

Using a different help desk? Endear also integrates with Gorgias, Zendesk, and Kustomer. You can browse the full list on the integrations page.

Show associates what support already knows

See how Endear puts Gladly support history next to purchase history and notes on every customer profile.

Frequently Asked Questions

Is Gladly a CRM tool?

Gladly is a customer service platform, not a full CRM. It uses a people-centered model with one conversation history per customer, so it feels CRM-like, but it doesn't handle sales pipelines, marketing campaigns, or in-store clienteling. Retail brands typically connect Gladly to a retail CRM such as Endear.

What type of software is Gladly?

Gladly is customer service (help desk) software for consumer brands. It supports voice, email, SMS, live chat, and social messaging in a single conversation timeline, with AI self-service and relationship-based routing through People Match®.

What does omnichannel mean in simple terms?

Omnichannel means a customer can move between channels, like chat, email, phone, and your physical store, without starting over. Every channel shares the same history, so the business always knows the context. Multichannel, by contrast, offers several channels that don't talk to each other.

What's the difference between customer service software and a CRM?

Customer service software runs support conversations and helps agents resolve issues. A CRM tracks the broader relationship: purchase history, preferences, lifetime value, and outreach. For retail brands, a retail CRM also equips store associates to clientele and drive repeat visits.

Does Endear replace Gladly?

No. Endear and Gladly do different jobs. Gladly runs your support conversations, and Endear equips your store and clienteling teams. The integration connects them, so support history shows up on Endear customer profiles.

How much does Endear cost?

Endear starts at $350/month and offers a 14-day free trial. See the pricing page for current details.

Conclusion

Is Gladly a CRM? Not quite, and that's fine. Gladly is excellent at what it's built for: keeping every support conversation in one continuous thread. Endear is built for what happens next: turning that customer context into relationships, store visits, and repeat purchases.

Connected, the two give brands a powerful way to enhance customer support and drive business growth. By unifying customer data, enabling omnichannel support, and personalizing interactions, retail businesses can deliver exceptional customer experiences that set them apart from competitors.

As consumer expectations keep rising, investing in integrated customer service solutions matters more every year. By using the combined capabilities of Endear CRM and Gladly, you can build stronger relationships with customers, drive loyalty, and grow sustainably in a competitive retail landscape.

Ready to give your store teams the same view of the customer your support team has? Request a demo of Endear.

Gladly is excellent at what it's built for: keeping every support conversation in one continuous thread.
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