Is Gladly a CRM? How Gladly and Endear Enhance Customer Support
As consumer expectations continue to evolve, shoppers want consistent and efficient support across channels. To meet them, brands are turning to solutions like Endear CRM and Gladly to streamline their customer service operations.

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 many 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.
Here's the 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.
- Many 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 pipelines, marketing campaigns or in-store clienteling. Many retail brands pair Gladly with a dedicated CRM for those jobs.
That's why "Gladly CRM" is a slightly misleading label, and Gladly's own blog draws the same line between the two categories. 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?
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 and 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 prioritizes how each customer is routed based on factors such as history, status (for example, VIP) and agent 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.
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:
- One thread per customer. Instead of opening a new ticket for every email or chat, Gladly adds each interaction to the same conversation. A customer can only have one conversation open at a time, which prevents duplicate requests (Gladly's documentation).
- 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."
- 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."
- 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.
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 Deckers' reported doubling of agent productivity. Rothy's cut average handle time by 34%, a result its Gladly customer story ties partly to its AI chatbot. (These are Gladly's reported figures, so treat them as vendor-published, not independent benchmarks.)
Where Does Omnichannel Support Stop?
Gladly's "single thread" covers conversations with your support team, not what happens on your sales floor. It doesn't cover 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.
- Retail clienteling: One-to-one relationship building between associates and their clients.
- Marketing campaigns: Targeted email, SMS and WhatsApp messaging with segmentation, automation and a unified inbox for replies.
- Client appointments: In-store or virtual appointments that customers book with an associate.
- AI Opportunity Engine: A ranked daily queue of outreach opportunities 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 page starts at $350 per month per location, and you can try it free for 14 days. For a deeper look at the category, see What Is a Retail CRM?.
How Does the Endear Gladly Integration Work?
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:
- In Endear, click Settings.
- Click Integrations.
- Click Add Integration.
- Search for and click Gladly.
- 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.)
Connect Gladly and the rest of your stack
Endear connects to your POS, e-commerce platform and help desk so every customer profile shows the full picture.
Why Connect Endear and Gladly?
Connecting them puts support conversations next to purchase history on one customer profile, so service reps and store associates work from the same picture.
- 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.
- 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, improving the overall customer experience.
- 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 builds stronger customer relationships and increases satisfaction.
- 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.
- 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 Does This Look Like in Store?
With the Endear and Gladly integration, an associate sees a client's recent support issue on the Endear profile before the client walks in.
A loyal client 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.
With the integration, the associate checks the client's Endear profile, sees the support history 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. (According to Endear's AI page, one specialty retailer earned $35 in attributed revenue, not profit, 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 see it with your own data.
How Do You Make the Integration Work?
Set clear goals, train both teams and track a few metrics.
- Define Integration Goals: Before integrating Endear CRM and Gladly, define clear objectives and key performance indicators (KPIs). Goals might include reducing response times, increasing customer satisfaction scores, improving agent productivity or lifting repeat purchase rates. Specific goals will guide the integration process.
- 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.
- Customize Workflows: Tailor workflows and automation rules within Endear CRM and Gladly to align with your business processes and customer service requirements.
- 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.
- 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 make improvements 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 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 doesn't replace Gladly. Gladly runs your support conversations, and Endear equips your store and clienteling teams. The integration connects them, so support history appears on Endear customer profiles.
How much does Endear cost?
Endear starts at $350 per month per location and offers a 14-day free trial. See the pricing page for current details.
So, 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 let support reps and store associates work from the same customer picture.
Ready to give your store teams the same view of the customer your support team has? Request a demo of Endear.
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