14-day free trial · no card required

The all-in-one CRM your business actually runs on

Contacts, pipelines, follow-up, messaging, calendars, forms and funnels — one workspace for your whole revenue operation.

charlycrm.com/app

Revenue this month

$48,250

+32%

128

Leads

36

Open deals

41%

Win rate

Everything in one place

Stop stitching together six tools. Charly keeps every lead, conversation and deal in a single system your team will actually use.

Contact management

One record per lead with tags, status, notes and full activity history.

Visual pipelines

Drag deals through custom stages and forecast revenue at a glance.

Tasks & follow-up

Never drop a lead — assign tasks with due dates and priorities.

Email

Send and log email conversations against every contact record.

SMS

Two-way texting so your team can reply where customers actually are.

Calendar & booking

Appointments and reminders synced to your team's schedule.

Websites & funnels

Publish landing pages and capture leads straight into your CRM.

Reporting

Pipeline value, win rates and activity tracked in real time.

No training required

Easy to use. No complicated dashboard.

Charly CRM was built for real, hard-working entrepreneurs — the ones running jobs all day, not software. Open it and you immediately see your leads, your follow-ups and what to do next. No clutter, no 40-tab setup wizard, no consultant needed.

  • Log in and start working in under 5 minutes
  • One clear screen: contacts, deals and today's tasks
  • Works from your phone between jobs, not just at a desk
Try it yourself — free for 14 days

Simple, scalable pricing

Every plan starts with a 14-day free trial.

Starter

For solo operators getting organized.

$9.99/mo

  • Up to 1,000 contacts
  • 1 pipeline
  • Tasks & activity log
  • Email support
Start free trial
Most popular

Growth

For teams running real campaigns.

$29.99/mo

  • Unlimited contacts
  • Unlimited pipelines
  • Email + SMS
  • Calendar & forms
  • Multi-step funnels & upsells
  • 5 team members
Start free trial

Agency

For agencies managing many clients.

Custom

  • Everything in Growth
  • Websites & funnels
  • Unlimited team members
  • Priority support
Schedule a call for pricing