Connect your inbox, calls, chat, and product. Charm captures every interaction, builds your CRM from it, unifies it into one record per account, and acts on your say-so — the same morning.
Two minutes to connect your stack.
One secure sign-in for Gmail, and your CRM builds itself; flip on calls, chat, and product capture when you’re ready. No data warehouse to build.
Connect your inbox
Sign in with Google. Charm builds your contacts and companies from the mail you answer and suggests deals from your product’s signals — or bring your records over once from HubSpot.
- Secure Google sign-in
- Recent history synced in seconds
- Revoke access any time
Turn on more sources
Add call capture, your chat widget, and product-usage signals when you want — and bring your own AI model key.
It captures every interaction.
The moment a call ends, an email lands, a chat comes in, or an account uses your product — Charm reads it, understands it, and writes it to the record. You never type a note again.
- Scribble notes after the call
- Forget to log the email
- Lose the chat in another tab
- Calls transcribed + logged
- Email outcomes captured
- Product signals attached
Nothing about a deal goes uncaptured.
- Call2mCall with Maya Reyes endedLogged 3 action items · advanced deal to Negotiation
- Product14mMaya viewed pricing 4× in 10 minFlagged buying intent · nudge drafted
- Email31mReply from Tomás · Atlas LogisticsAnswered in your voice · waiting on you
- Chat1hChat: “can we do net-60?”Updated deal terms · looped you in
One record, per account.
Every signal — from every source — flows into one living record. No stitching together five tools, no copy-paste, no “which system is right?”
The source of truth, finally true.
It moves the deal forward.
Charm drafts the follow-up, updates the stage, sets the next step, and keeps the forecast honest — each field traced to where it came from.
The pipeline stays current on its own.
- ChampionSofia Marin · VP Eng from call
- PlanScale · 24 seats from product
- Health81 · rising from product
- Asked forSSO + SAML from chat
- Next stepBook a QBR from call
You decide what it gets to send.
Start by approving everything. Once you’ve watched Charm get a kind of message right, let it send those on its own — keyboard-fast, always reversible, nothing silent.
- Approve every single action
- Auto-send only what you taught it
- Always reversible
- Asks before it acts
Autonomy you grant, never assumed.
- Draft replyR
- ArchiveE
- Snooze until tomorrowH
- Ask the inbox…/
See it on your stack.
Connect your inbox and watch a week of selling log itself into your CRM. Free for two weeks, no card.
Capture everything · expose nothing