Broadly
Broadly is an AI-powered customer engagement platform serving 11,600+ local service businesses across home services, automotive, pet, legal, and dental verticals. It combines reputation management, review generation, local SEO, unified messaging, and AI agents into one subscription SaaS product.
- Company typePrivate
- Founded2014
- HeadquartersOakland, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Broadly does
Broadly is an all-in-one AI-powered customer engagement platform built for local service businesses. Founded in 2014 and headquartered in Oakland, California (with operational offices in Boca Raton, Florida), the company serves more than 11,600 customers primarily in the United States across five core verticals: home services, automotive services, pet services, law firms, and dental practices. The platform combines reputation management, review generation, local SEO, social media management, a unified messaging inbox, web chat, CRM, and email/SMS marketing into a single product suite, with a new unified experience called Broadly Engage (launched February 2026) consolidating these capabilities in a modern mobile and web app.
The underlying technology centers on a 'Broadly AI Workforce' composed of named AI agents — AI Receptionist, AI Reputation Specialist, AI Social Media Manager, AI Sales Assistant, AI Salesperson (coming soon), and AI SEO Expert — that automate lead capture, review responses, content drafting, and appointment booking across phone, chat, SMS, WhatsApp, and email. The platform integrates with 40+ directory sites (Google Maps, NextDoor, Foursquare, Data Axle, Amazon Alexa, Siri, etc.) and vertical software systems (ServiceTitan, Jobber, QuickBooks, Clio, PetExec), with payments processed via Stripe. Broadly offers HIPAA Business Associate Agreements for healthcare-adjacent use cases.
Broadly operates a SaaS subscription revenue model with three contract structures: Month-to-Month, 12-Month/Annual, and 24-Month plans, the latter including a 60-day satisfaction guarantee and early-termination fees. SMS/messaging usage carries a usage-based component. Go-to-market is hybrid: a free self-serve sign-up (product-led growth) layered with inside/field sales for mid-market and franchise accounts, plus a core channel partnership with Neighborly distributing Broadly across its franchise network via the Customer Engagement Platform. The company has raised approximately $20.6 million across four disclosed funding rounds (2014-2018), with Foundry Group as lead investor. Leadership includes CEO Mindy Lauck, SVP of People & CS Krystal Nguyen, and Director of Business Development Rich Bandy.
Broadly firmographics
Firmographics- Name
- Broadly
- Legal name
- Broadly, Inc.
- Website
- https://broadly.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Broadly is an AI-powered customer engagement platform serving 11,600+ local service businesses across home services, automotive, pet, legal, and dental verticals. It combines reputation management, review generation, local SEO, unified messaging, and AI agents into one subscription SaaS product.
- Ownership category
- akta.pro rank
Broadly industry classification
Industry- Product category
- Local business customer engagement software
- NAICS
- Software Publishers (5132), Marketing Consulting Services (541613)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)
- akta.pro secondary industries
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ), Software/SaaS Subscriptions (Consumer & Prosumer) (CRAFAIAB)
Keywords
Where Broadly is headquartered
LocationHeadquarters
- HQ city
- Oakland
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Broadly business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: The primary revenue stream is a recurring SaaS subscription model. Customers select from 24 Month, 12 Month/Annual, or Month-to-Month subscription plans. Payment is collected in advance on a periodic basis. Subscriptions automatically renew at then-current rates unless cancelled. The platform also processes payments for customers through Stripe.
- SMS and Messaging Usage: SMS and mobile messaging services are provided as part of the platform. Message and data rates may apply depending on the customer's mobile carrier and service plan, representing a usage-based component alongside the subscription.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Month-to-Month Subscription |
| Subscription | Annual | 12 Month / Annual Subscription |
| Subscription | Multi-year contract | 24 Month Subscription |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
Broadly product offering
Product offeringCore offering
Broadly is an all-in-one AI-powered customer engagement platform for local service businesses that combines an "AI Workforce" (AI Receptionist, Reputation Specialist, Social Media Manager, Sales Assistant, SEO Expert) with reputation and review management, local SEO across 40+ directories, a unified multi-channel inbox, AI web chat, CRM, and email/SMS marketing campaigns, sold as a subscription SaaS product accessible via web and mobile apps.
Product overview
Broadly is an all-in-one AI platform for local service businesses composed of multiple integrated products. The core platform centers on the AI Workforce, which encompasses AI employee roles (AI Receptionist, AI Reputation Specialist, AI Social Media Manager, AI Sales Assistant, AI Salesperson, AI SEO Expert). The product suite includes Reputation AI for review generation and management, Local SEO for directory listing management and search optimization across 40+ sites, Social Media Manager for multi-channel content scheduling, CRM AI for contact and lead management, Conversations AI as a unified inbox across phone/chat/SMS/WhatsApp, Web Chat for 24/7 website lead capture, and Campaigns for email and SMS marketing automation. Broadly Engage serves as the new unified platform experience combining all these capabilities into one mobile app. The products are designed for local service industries including automotive, home services, pet services, law firms, and dental practices.
Differentiator
Problem solved
Functional benefit
Brands
- Broadly Engage: A unified inbox and AI Workforce platform that brings together messages, reviews, leads, reporting, and AI-powered tools for local service businesses, serving as the successor to the legacy Broadly app.
Products and services
- AI Workforce An AI platform composed of role-specific AI employees — AI Receptionist, AI Reputation Specialist, AI Social Media Manager, AI Sales Assistant, AI Salesperson, and AI SEO Expert — that work across teams, learn the business's brand, and automate repetitive customer-engagement tasks 24/7 for local service businesses.
- Reputation AI AI-powered reputation management that monitors and responds to reviews across Google, Facebook, Yelp, OpenTable, TripAdvisor and 40+ directory sites, automatically sends review requests after service, and surfaces customer sentiment through NPS surveys for local service businesses.
- Local SEO Local SEO product that automatically submits, updates, and locks business information across 40+ directories (Google Maps, NextDoor, Neustar/Localeze, Foursquare, Data Axle, Amazon Alexa, Siri, CitySearch, MapQuest, Yellow Pages) and uses AI-powered keyword analysis to improve local search rankings.
- Social Media Manager AI-assisted social media management that drafts and schedules content for Facebook, Instagram, Twitter, Google Business Profile, and LinkedIn from one place, allowing local service businesses to maintain a consistent social presence.
- CRM AI Customer relationship management system with AI capabilities for centralizing customer information, tracking service history, managing contacts, and improving communication for home service businesses.
- Conversations AI Unified inbox product that brings together messages from SMS, email, Facebook, Instagram, web chat, and website contact forms, with AI-powered responses across phone, chat, SMS, WhatsApp, and more for local service businesses.
- Web Chat AI-powered website chat that engages web visitors instantly, answers questions, captures contact information, and qualifies leads 24/7 for local service businesses.
- Campaigns Email and SMS marketing automation that enables businesses to create and send personalized campaigns, automate lead nurturing to specific contact groups, run seasonal offers and upsells, and track campaign performance, with AI writer assistance.
- Broadly Engage Unified customer acquisition and engagement platform that consolidates messaging, reviews, leads, reporting, and AI-powered tools into one modern mobile and web experience (iOS and Android apps available), serving as the successor to the legacy Broadly app.
Companies that use Broadly
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles6 records
Broadly technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability10 records
Feature12 records
Broadly partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- NeighborlycoreNeighborly is a franchise network offering Broadly as part of their Customer Engagement Platform (CEP) package to franchise owners. The subscription is included in the CEP package, and Neighborly franchise owners can access Broadly Engage via neighborly.broadly.com. Broadly supports the Neighborly franchise network with dedicated onboarding and data migration paths.
- Neighborly DigitalcoreNeighborly Digital manages the display of customer reviews on franchise owner websites and is involved in connecting Facebook accounts for franchise owners within the Broadly Engage platform.
- StripecoreStripe provides payment processing services for Broadly customers. By agreeing to Broadly's Terms of Service, customers agree to be bound by the Stripe Connected Account Agreement, which includes Stripe's Terms of Service.
- BoschminorBosch and Broadly partnership provides local auto shops with a premium customer experience and reputation management solution, bringing enterprise-grade tools to independent automotive service centers.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Broadly competitors and assessment
Company assessmentDirect peers
- Birdeye: Birdeye is a leading AI-powered customer experience and reputation management platform for local businesses. It directly competes with Broadly across review generation, listings, messaging, and AI-driven customer engagement for multi-location SMBs.
- Reputation.com: Reputation.com is a direct competitor in the reputation management and customer experience space, with a strong focus on multi-location enterprises and franchises — the same ICP Broadly targets through Neighborly.
- Podium: Podium is a leading AI-driven customer communication and reputation platform for local businesses, offering messaging, reviews, webchat and payments. It competes head-to-head with Broadly in home services, automotive and dental verticals.
- NiceJob: NiceJob is a reputation and review automation platform aimed at SMB service businesses, overlapping with Broadly on review generation, AI responses and social proof. Both target home services and local professional services.
- Swell: Swell is a customer experience and reputation platform for local businesses offering review requests, surveys and AI-assisted follow-up. It targets the same SMB service verticals (dental, home services) as Broadly.
Broad incumbents
- Constant Contact: Constant Contact is an established SMB marketing platform offering email, social, reviews and CRM. It competes with Broadly's Campaigns and Social Media Manager products for the same small business marketing dollar.
- Yext: Yext is a larger, publicly adjacent platform for digital presence management, listings, and AI search. It overlaps with Broadly's Local SEO and directory-sync products but serves a broader, more enterprise customer base.
- Thryv: Thryv is a long-established SMB software suite spanning CRM, marketing automation, reputation and payments. It competes broadly with Broadly as a 'one-stop' platform for local service businesses.
- Vendasta: Vendasta is an end-to-end platform for local businesses and the agencies that serve them, with significant overlap in AI receptionist, reputation, social and messaging products. The current Broadly Engage product images are also hosted on Vendasta's CDN, suggesting close technology/marketing ties.
Emerging players
- ServiceTitan: ServiceTitan is the dominant operating system for home services contractors and a Broadly integration partner. It represents both a major distribution channel and a potential competitive threat as it expands its own customer engagement and marketing features.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Broadly social profiles
Digital presenceBroadly compliance and trust
Trust signalCompliance1 record
Broadly financial estimates
Financial estimateRevenue estimate
Valuation estimate
Broadly leadership team
Management profileNumber of profiles
Profiles3 records
Broadly funding detail
Funding detailFunding overview
Funding rounds4 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Broadly M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Broadly
What does Broadly do?
Broadly is an all-in-one AI-powered customer engagement platform for local service businesses that combines an "AI Workforce" (AI Receptionist, Reputation Specialist, Social Media Manager, Sales Assistant, SEO Expert) with reputation and review management, local SEO across 40+ directories, a unified multi-channel inbox, AI web chat, CRM, and email/SMS marketing campaigns, sold as a subscription SaaS product accessible via web and mobile apps.
Is Broadly a public or private company?
Broadly is a private company. It is classified as venture growth investor backed and is currently operating.
When was Broadly founded?
Broadly was founded in 2014. It employs 51 to 100 people.
Where is Broadly based?
Broadly is headquartered in Oakland, United States, in the North America region.
How does Broadly make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are SMS and Messaging Usage.
Who are Broadly's main competitors?
Direct peers on record are Birdeye, Reputation.com, Podium, NiceJob and Swell. Broad incumbents are Constant Contact, Yext, Thryv and Vendasta. ServiceTitan is listed as an emerging player.
Does Broadly have an API?
No public API is recorded for Broadly.
What industry is Broadly in?
Broadly's product category is Local business customer engagement software. Its primary akta.pro industry code is BPAFAFAK, Customer Service/Support CRM & Contact Center Platforms, with a secondary code of HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support). Its NAICS code is 5132 and its SIC code is 7370.