CleverTap Reviews & Product Details

CleverTap is the all-in-one engagement platform that helps brands unlock limitless customer lifetime value by helping them create personalized experiences to retain their most valuable customers. The platform empowers businesses to orchestrate experiences for individuals across their lifecycles and design personalized journeys that span a lifetime. It offers analytics that encompasses every aspect of the lifecycle, enabling businesses to measure and optimize each experience in real time. The all-in-one platform unifies experiences from every touchpoint, paving the way for a new era of customer engagement. CleverTap's CleverAI™ Decisioning Engine and Agentic Universe is designed to maximize ROI. It enables true individualization, where every customer is a segment of one. A suite of intelligent, purpose-built AI agents works seamlessly in the background, optimizing every interaction across message, content, channel, and timing, so teams can stay focused on outcomes. The platform is powered by TesseractDB™ – the world’s first purpose-built database for customer engagement, offering both speed and economies of scale. CleverTap is trusted by 2000 customers, including TiltingPoint, Gamebasics, Big Fish, MobilityWare, English Premier League, TD Bank, Carousell, AirAsia, Papa John’s, and Tesco. Backed by leading investors such as Peak XV Partners, Tiger Global, Accel, CDPQ and 360 One, the company is headquartered in Mountain View, California, with presence in San Francisco, New York, São Paulo, Bogota, London, Amsterdam, Sofia, Dubai, Mumbai, Bangalore, Singapore, and Jakarta. For more information, visit clevertap.com or follow us on: LinkedIn: https://www.linkedin.com/company/clevertap/ Twitter: https://twitter.com/CleverTap

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CleverTap

Discussions

CleverTap Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Ananth T

Used by PayU and 2 others

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75% discount for the first 6 months on CleverTap Essentials plan

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Prasad A.

CRM Marketing Specialist

Enterprise (> 1000 emp.)

8/26/2026

"From Customer Data to Customer Engagement: Powering Smarter CRM at Scale"

5/5

What do you like best about CleverTap?

What I like most about CleverTap is how it brings the entire customer engagement ecosystem together in one powerful, intuitive platform. It goes beyond simply sending campaigns—it enables us to understand customers, identify intent, personalize communication, automate journeys, and continuously optimize performance, all within a single ecosystem.

One of the biggest advantages for me is the depth and flexibility of segmentation. Being able to create highly specific customer cohorts based on their behaviour, transactions, engagement, preferences, and interactions gives us the ability to move away from generic mass communication and build much more relevant customer experiences. This becomes especially valuable when working across different customer lifecycle stages, where the right message, audience, and timing can make a significant difference.

I also really appreciate CleverTap’s journey orchestration and automation capabilities. Designing journeys around customer behaviour makes it possible to engage users at meaningful moments rather than relying only on scheduled campaigns. Whether it is onboarding, reactivation, cart or wishlist engagement, retention, or promotional communication, the ability to build structured and automated journeys helps make CRM much more strategic and scalable.

Another standout feature is the real-time behavioural insights. CleverTap makes it easier to understand not just what customers are doing, but also how their behaviour is evolving. Having these insights readily available helps us make faster, data-driven decisions around targeting, communication, and campaign strategy.

From a marketer’s perspective, the multi-channel capabilities are another major strength. Managing and coordinating communication across channels such as email, push notifications, in-app messaging, and other engagement touchpoints allows us to create a more connected customer experience rather than treating every channel independently.

I also find the analytics and reporting capabilities extremely valuable. Being able to measure campaign performance, understand user behaviour, compare cohorts, and identify opportunities for optimization helps close the loop between execution and learning. It encourages a continuous test-and-learn approach instead of simply measuring whether a campaign was sent successfully.

What makes CleverTap particularly impressive, though, is the balance between power and usability. Despite offering a wide range of capabilities, the platform is designed in a way that allows marketers to translate complex customer data into actionable campaigns without constantly depending on technical teams.

Overall, CleverTap has helped transform CRM from being primarily a campaign execution function into a more data-driven customer engagement and retention function. The combination of rich customer insights, powerful segmentation, journey automation, personalization, experimentation, and analytics makes it a platform that can genuinely influence how brands build long-term relationships with their customers. Review collected by and hosted on G2.com.

What do you dislike about CleverTap?

I don’t really remember anything specific that I didn’t like about Clevertap. Review collected by and hosted on G2.com.

What problems is CleverTap solving and how is that benefiting you?

CleverTap is solving one of the biggest challenges in modern CRM: turning large volumes of customer data and interactions into meaningful, timely, and personalized engagement.

In a fast-paced e-commerce environment, customers interact with a brand across multiple touchpoints and at very different stages of their journey. The challenge is no longer simply “How do we communicate with customers?”* but rather “Who should we communicate with, what should we say, when should we say it, and through which channel?” CleverTap helps address this entire problem in a much more structured and data-driven way.

One of the key problems it solves for us is audience fragmentation and inefficient targeting. Instead of treating the entire customer base as one audience, CleverTap allows us to build highly relevant segments using behavioural, transactional, engagement, and lifecycle data. This helps us move from broad-based communication to precision targeting, ensuring that customers receive communication that is more relevant to their interests and actions.

Another major challenge CleverTap addresses is reactive rather than proactive customer engagement. With behavioural triggers and automated journeys, we can respond to customer actions in a timely manner. For example, a customer's interaction with a product, cart, wishlist, category, or campaign can become a meaningful trigger for subsequent communication. This allows us to engage customers based on their actual intent rather than simply following a fixed communication calendar.

CleverTap also helps solve the problem of manual and repetitive CRM execution. Once a journey is designed and the appropriate conditions are defined, automation takes care of the execution at scale. This is particularly beneficial for lifecycle use cases such as onboarding, engagement, reactivation, retention, and churn prevention. It frees up significant operational bandwidth for the CRM team, allowing us to focus more on strategy, experimentation, and optimization rather than repetitive campaign management.

Another important problem it solves is channel fragmentation. Customer engagement can easily become disconnected when email, push notifications, in-app communication, and other channels are managed independently. CleverTap enables us to think about the customer journey more holistically and orchestrate communication across multiple touchpoints. This helps create a more consistent and connected experience for customers.

The platform also addresses the challenge of decision-making without sufficient behavioural context. Its analytics and reporting capabilities allow us to understand customer behaviour, campaign performance, engagement trends, and cohort-level responses. Instead of looking only at surface-level campaign metrics, we can use these insights to understand what is working, where customers are dropping off, and which audiences are responding better to specific communication strategies.

One of the biggest benefits for me as a CRM marketer is the ability to create a continuous test-and-learn ecosystem. We can experiment with different audiences, messaging, offers, journeys, timing, and channels, measure the results, and use those learnings to improve subsequent campaigns. This makes CRM much more scientific and less dependent on assumptions or intuition.

CleverTap also helps address the challenge of scaling personalization. Personalization can become extremely difficult when customer volumes are large and customer behaviours are constantly changing. CleverTap provides the infrastructure to use customer data and behavioural signals at scale, making personalized engagement much more practical from both an operational and strategic perspective.

Most importantly, these capabilities have helped shift the role of CRM from being primarily campaign-focused to customer-focused. Instead of asking, “What campaign should we send today?”, we can ask, “What does this customer need at this point in their journey, and what is the most relevant way to engage them?”

The overall benefit is a more efficient, measurable, scalable, and intelligent CRM operation. CleverTap helps reduce manual effort, improve audience relevance, enable timely engagement, strengthen lifecycle communication, and provide actionable insights for optimization.

If I had to summarize the value CleverTap brings in one line, it would be: CleverTap helps bridge the gap between customer data and customer action—turning behavioural insights into timely experiences and turning CRM from a communication channel into a genuine growth and retention engine. Review collected by and hosted on G2.com.

Malik M. M.

Senior CRM Specialist

Mid-Market (51-1000 emp.)

8/26/2026

"CleverTap: Easy, Scalable Marketing Automation with Outstanding Support"

5/5

What do you like best about CleverTap?

The support from the account managers and CSMs has been very helpful in enabling different use cases with very quick turnaround times. The platform is easy to use for all kinds of BTL marketing use cases across channels through the Journey Builder; the only real limitation is your creativity - if you can think of it, the platform can handle it. Integrations with legacy systems are also straightforward. I also like how easy it is to re-export data from the platform so other systems and teams can use it for analytics. Overall, it feels like a complete marketing and tracking solution with very competitive pricing, especially since we use it across multiple markets where we have evaluated other solutions as well. Further, the platform is very scalable with no downtime ever experienced. The only AI experience I have had as part of the tools is with their copy support AI called Scribe to help improve and adjust messaging copies. Having worked with other marketing automation and analytics platforms CleverTap seems to take the lead for me. Lastly, they have also supported us in enabling the solution with tight regulatory data laws by enabling an on-prem solution for us with a very short deployment time. Review collected by and hosted on G2.com.

What do you dislike about CleverTap?

Nothing major to call out overall, but I’d like to see Agentic AI use cases become a bigger part of the value proposition. Also, on the in-app and native display personalization side, it would be good to see the CleverTap team present more solutions and options. Review collected by and hosted on G2.com.

What problems is CleverTap solving and how is that benefiting you?

Operating in the telco space as an MVNO across various markets, CleverTap has had a significant impact on driving user acquisition. More importantly, it has delivered clear, measurable results in improving post-acquisition engagement, supporting upsell efforts, and helping with churn management. The tool’s analytics capabilities also help us generate insights and plan campaigns, which are now entirely trigger-based, allowing us to target users when they have the highest intent to complete the conversion event. Review collected by and hosted on G2.com.

Rouba H.

Staff Product Manager

Mid-Market (51-1000 emp.)

7/24/2026

"A unified platform for engagement and retention"

4.5/5

What do you like best about CleverTap?

What I like most about CleverTap is that it's becoming an all-in-one platform for customer engagement. We can run engagement and retention campaigns, launch loyalty programs, and create gamified experiences like Spin the Wheel and Scratch Cards using ready-made templates. This has made it much faster to launch campaigns, reduced the need for custom development, and streamlined our marketing workflow. Review collected by and hosted on G2.com.

What do you dislike about CleverTap?

One of the biggest limitations is around triggering web pop-ups when using only the Web SDK. There are several restrictions that impact the user experience. For example, web pop-ups can only be triggered by Web SDK events and not by server-to-server (S2S) events. This means we can't display a pop-up when a user is granted loyalty points or completes other backend-driven actions. These limitations make it difficult to deliver timely, contextual experiences and reduce the effectiveness of our engagement and loyalty campaigns. Review collected by and hosted on G2.com.

What problems is CleverTap solving and how is that benefiting you?

Before using CleverTap, managing customer engagement required multiple tools for campaigns, loyalty, and gamification, each with its own integrations and data. This created operational overhead, fragmented customer insights, and made it harder to deliver a consistent user experience.

With CleverTap, we've been able to consolidate engagement, retention, loyalty, and gamification into a single platform. This has significantly reduced the time spent maintaining multiple systems and integrations while enabling our marketing team to launch campaigns faster and iterate more efficiently.

Having all user data centralized also gives us a holistic view of customer behavior, engagement, and campaign performance. Instead of analyzing data across different platforms, we can make data-driven decisions from a single source of truth, allowing us to personalize user journeys, optimize retention strategies, and create a seamless 360° customer experience. Review collected by and hosted on G2.com.

Verified User in Music

Mid-Market (51-1000 emp.)

9/10/2026

"Behavior-Led Journey Building with Fast Optimization"

4.5/5

What do you like best about CleverTap?

It makes it easy to build targeted, behaviour-led journeys, be it real-time basis or past behaviour while also giving visibility to understand what is working and optimise quickly. On execution level as well it is pretty straightforward and easy to manage while scheduling. Its ability to integrate with other tools and share correct data has also helped to increase the efficiency of the campaigns. Review collected by and hosted on G2.com.

What do you dislike about CleverTap?

For Journeys, if changes are required across multiple nodes, you still need to go into each node individually and make the updates manually. For larger or more complex journeys, this can become quite time-consuming. Having an option to make bulk edits or apply changes across multiple nodes would make journey management much more efficient. Review collected by and hosted on G2.com.

What problems is CleverTap solving and how is that benefiting you?

The biggest benefit is improved execution efficiency and the ability to make communication more relevant to the user based on their real-time behaviour. It also gives visibility into campaign performance, which helps us understand what is working, optimise communication, and make quicker decisions for future campaigns. Review collected by and hosted on G2.com.

Syed A.

Manager - Lifecycle Marketing and Retention

Enterprise (> 1000 emp.)

6/12/2026

"CleverTap’s Predictive Capabilities Makes Engagement More Contextual and Effective"

4/5

What do you like best about CleverTap?

CleverTap is an end-to-end customer engagement platform that captures various trends and nuances of user behavior, enabling every communication is contextual and relevant for the user.

The Agents on Segments and Predictive Analytics are great enhancements that have already started giving measurable results. The Predictive capabilities have enabled us to proactively identify potential loyalists and about-to-churn users. This has improved our discovery and conversion metrics. Review collected by and hosted on G2.com.

What do you dislike about CleverTap?

CleverTap should focus on building more industry-first AI-powered capabilities that will empower lifecycle marketing teams to focus more on experiment designing and optimizations. Review collected by and hosted on G2.com.

What problems is CleverTap solving and how is that benefiting you?

We started our partnership with CleverTap to address a key business problem:

Improving conversion across abandoned carts on the back of personalized and timely nudges.

Furthermore, with CleverTap Journeys, we were able to drive cohesive and consistent omnichannel experiences at scale across email, push, SMS, and in-app notifications. Timely nudges with personalized offers prompted users to re-engage with their abandoned carts and complete their purchase, significantly increasing conversions on our platform. Review collected by and hosted on G2.com.

Parikshit S.

Growth Marketing Manager

Enterprise (> 1000 emp.)

8/28/2026

"Versatile CRM with Excellent Integration"

4.5/5

What do you like best about CleverTap?

I use CleverTap as a CRM tool for sending hyper-personalized nudges to our customers. CleverTap offers a plug and play tool that integrates well with both internal tools and external vendors, becoming a one-stop tool for all promotional use cases. It provides a rich variety of features and integrates well with the app front end and other systems. Additionally, I appreciate the great support for resolving queries, bugs, and feature addition. The initial setup was pretty easy. It integrates with the app frontend using an sdk. Review collected by and hosted on G2.com.

What do you dislike about CleverTap?

It needs richer analytic tools for generating insights. I believe improving features like conversion dashboards and offering better views and cuts would be helpful. Adding some AI features would also help me in exploring data. Review collected by and hosted on G2.com.

Priyanka R.

Manager

Mid-Market (51-1000 emp.)

3/18/2026

"Multichannel Engagement & Powerful Journeys and Segmentation with Agentic AI"

5/5

What do you like best about CleverTap?

What I like best about CleverTap is their continuous innovation in helping us drive stronger customer engagement. They have been an integral part of enabling how we connect with our customers and shape a strong customer engagement strategy.

We have been extensively using CleverAI’s Decisioning Engine, which powers capabilities like Predictions, Recommendations, Journey Builder Agent, Path Optimizer Agent, and Lifecycle Agent. These solutions enable us to engage customers with greater relevance and context across RCS, WhatsApp, Email, SMS, and retargeting channels, making them a core of our day-to-day marketing operations.

Recently, we expanded Recommendations to a broader geography, and the impact has been impressive. By leveraging behavioral recency and automatically excluding already-watched titles, the engine delivered highly relevant content recommendations aligned with our OTT engagement strategy.

MCP and Bring Your Own Model capabilities enable us to build stronger context, seamless connectivity, and greater flexibility in model selection, helping us adopt AI-driven workflows while maintaining enterprise-grade governance and control. Review collected by and hosted on G2.com.

What do you dislike about CleverTap?

Some features don’t fully support practical, workable use cases yet, and a few could be refined further to create smoother, more effective user journeys. Review collected by and hosted on G2.com.

What problems is CleverTap solving and how is that benefiting you?

We were facing a number of operational issues with the platform we were using previously. For instance, it lacked built-in analytics, an intuitive drag-and-drop journey builder, and more, which hampered the team’s ability to execute campaigns efficiently.

We chose CleverTap for its truly unified platform that is complete with built-in analytics, segmentation and personalization capabilities, as well as continuous experimentation that enables us to optimize our campaigns on the go. In addition to its advanced AI and agentic AI capabilities, its BYOM (Bring Your Own Model) framework has really been a game-changer as it has made it extremely easy for us to integrate our data science models directly into the CleverTap platform.

Today, we have automated journeys to effectively engage viewers across their lifecycle. For instance, once a user signs up, they are added to the onboarding journey, while users who check out the subscription page but don’t subscribe are added to the cart abandonment journey. Review collected by and hosted on G2.com.

Kunal G.

Senior Marketing Manager

Enterprise (> 1000 emp.)

6/11/2026

"CleverTap’s Assisted Agents Deliver Precise, Real-Time Personalized Traveler Engagement"

5/5

What do you like best about CleverTap?

What I like best about CleverTap is the precision it brings to customer engagement. By harnessing real-time passenger data and behavioral insights, the platform enables us to engage travelers at the right time with truly individualized communication.

CleverTap’s Assisted Agents are what are driving these results for us. Segment Builder Agent leveraged booking details, traveler profiles, route data, and previous purchase history to create actionable micro-segments in real-time. Journey Builder Agent and prompt to email initiated automated email campaigns based on real-time indicators. Path Optimizer Agent orchestrated touch points from booking confirmation to last-minute upgrade, ensuring timely, contextual email engagement

throughout the traveler lifecycle. Creative Agent crafted emails to highlight route benefits, exclusive offers, and bundled ancillaries tailored to each traveler.

Furthermore, availability of MCP and Bring Your Own Model makes it easy for us to integrate our models directly into the CleverTap platform which would help in monitoring control, governance and trust. Review collected by and hosted on G2.com.

What do you dislike about CleverTap?

With the complex data set for an Airline Industry, the onboarding required very advanced level of integration which consumes time and effort.

Analytics reporting ecosystem can be improved further.

UI/UX updated and changed should be informed to the customer for ease of transition between new screens. Review collected by and hosted on G2.com.

What problems is CleverTap solving and how is that benefiting you?

One of the key challenges we were facing was engaging travelers within a narrow pre-travel window without causing notification fatigue. Our objective was to streamline campaign execution across millions of sends while transforming email from a transactional channel into a high-ROI revenue driver.

The CleverTap platform’s advanced segmentation, trigger-based journey design, real-time experimentation and optimization, and agentic AI capabilities – with the Decisioning Engine at the core – helped us deliver hyper-personalized experiences at scale. Today, we are able to orchestrate millions of dynamic sends without overwhelming customers or diluting message effectiveness. The concerted efforts boosted our Open rate by more than 18%, CTR ~ 8% and conversions ~ 5%. Review collected by and hosted on G2.com.

Alok S.

AVP Marketing

Mid-Market (51-1000 emp.)

6/10/2026

"AI-Powered Engagement and Lifecycle Optimization That Boosts Marketing Efficiency"

4.5/5

What do you like best about CleverTap?

What we like best about CleverTap is its ability to combine powerful customer engagement capabilities with AI-driven intelligence. We've been leveraging CleverTap's Predictions capabilities to better understand customer behavior, identify high-intent users, and create more personalized experiences across the customer lifecycle.

CleverTap’s Assisted Agents for journey building, lifecycle optimization, copywriting, and design have helped improve the efficiency of our marketing operations. They provide intelligent recommendations that help optimize engagement strategies and customer journeys at every stage of the lifecycle, while also automating campaign launches and workflows. Together, these capabilities reduce manual effort, help our teams move faster, and improve overall campaign performance.

CleverTap's Lifecycle Agents which represent an industry-first approach to end-to-end lifecycle optimization. The ability to intelligently identify opportunities across activation, engagement, retention, and reactivation has the potential to significantly enhance how marketers manage customer relationships at scale. Review collected by and hosted on G2.com.

What do you dislike about CleverTap?

As CleverTap continues to introduce advanced AI and Agentic capabilities, there can be a learning curve in fully understanding and operationalizing all the available features at once.

That said, CleverTap's continuous innovation and product evolution give us confidence that the platform will continue to deliver increasing value over time. We are also looking forward to expanded participation in programs such as the Agentic Adoption Pioneers Program, which helps brands accelerate their AI and Agentic transformation journey.

CleverTap can take up more ownership to guide us how to solve a 3rd party problem and handle situations where a link is not working or not leading users to the desired landing page etc. Review collected by and hosted on G2.com.

What problems is CleverTap solving and how is that benefiting you?

One of the biggest challenges we face is delivering personalized customer experiences at scale while efficiently managing engagement across multiple lifecycle stages. CleverTap helps solve this by combining predictive intelligence, customer analytics, automation, and AI-assisted decision-making within a single platform.

Predictions help us proactively identify customer intent and engagement opportunities, while Assisted Agents streamline journey optimization and campaign execution. This has helped reduce manual effort, improve targeting accuracy, and accelerate campaign deployment.

Lifecycle Agents further strengthen CleverTap's vision for Agentic customer engagement by helping marketers optimize the entire customer lifecycle through intelligent recommendations and guided actions. As a result, we are able to improve customer engagement, drive better retention outcomes, and operate more efficiently.

We look forward to continuing our partnership with CleverTap and exploring further innovation together as these Agentic capabilities continue to evolve. Review collected by and hosted on G2.com.

Sonal M.

Growth and Retention Manager

Enterprise (> 1000 emp.)

2/21/2024

"Great Engagement platform made more powerful with Agentic AI"

5/5

What do you like best about CleverTap?

The best thing about CleverTap is it's TesseractDB, its well structured data foundation that powers all other capabilities like unified customer profile, extensive lookback period, and dynamic segmentation and personalization. We have been using RFM model, prediction model to analyse the churn projection and align campaigns accordingly.

Furthermore, our team has also started leveraging CleverTap’s Assisted Agents to build journeys with Journey Builder Agent and generate personalized content as well as creatives for tailored outreach and engagement efforts with Creative Agent. Path Optimizer Agent made it exceptionally easy to automate running experiments and A/B testing to identify the best-performing paths for driving maximum conversions. Review collected by and hosted on G2.com.

What do you dislike about CleverTap?

Nothing as such.. They have been very good in providing all the key features to make my retention team life easy. Their boards, funnels, trends have been very helpful in aligning our campaigns.. Review collected by and hosted on G2.com.

What problems is CleverTap solving and how is that benefiting you?

It helps us identify the possibility of a segment from the over all base by prediction model, RFM model and intellinode and once the segmentations are created all the campaigns are aligned accordingly. It helps us boost our overall retention, engagement and repeat renewal on the platform. They have been the life line for the product through which we reach out to user on a daily basis. Review collected by and hosted on G2.com.