One place for customer work
Run the work. Charlie helps with the admin.
Manage customers, enquiries, quotes, jobs, invoices, tasks and appointments yourself—or ask Charlie to prepare the next step for you to review.
- Useful without a connection
- Human-approved actions
- Manual tools always available
Ask CharlieC
Good morning. Here’s the short version.Based on the work and messages in your business.
Zoho MailReview
Alex Morgan asked for a bathroom repair quote.I found the important details and prepared a reply. Would you like to review it?
What needs my attention today?
Useful before you connect anything.
Charlie includes the everyday business tools. Connections add live information later; they are not required to create customers, organise work or send a document yourself.
Customers and opportunities
Keep contact details, enquiries, notes and the next step together.
Quotes and invoices
Create branded documents from saved business details, services and prices.
Jobs and tasks
Turn accepted work into a job, checklist, appointment and follow-up.
Calendar and daily plan
See what is due, add appointments and complete work manually at any time.
Messages and drafts
Review incoming enquiries and prepare replies without losing the customer context.
Charlie assistance
Ask what needs attention or tell Charlie to prepare a record or document for review.
Add the services your business already uses.
Email forwarding is available now. Direct account connections stay clearly labelled until an ordinary customer can connect, use and disconnect them safely.
Available
Email enquiriesAny email inbox
Forward enquiries from your existing mailbox into Charlie without giving Charlie access to the rest of your inbox.
Early access
Email and calendarGoogle Workspace
Bring Gmail enquiries and replies into Charlie, then prepare approved responses and calendar actions.
Early access
Customer relationshipsHubSpot
Keep approved customer details aligned between Charlie and the CRM your team already knows.
Early access
Email and calendarMicrosoft 365
Bring Outlook enquiries and calendar appointments into the same clear customer workflow.
Early access
EmailZoho Mail
Bring Zoho Mail enquiries into the same inbox and prepare exact replies for approval.
Coming soon
AccountingXero
Prepare draft sales invoices from approved work without retyping customer and job information.
Planned connections
WhatsApp BusinessTradifysimPROBuildxact
“Early access” means the connection is still being tested, not that every customer can use it today. Charlie never presents a planned or restricted connection as available.
Start with what needs attention. Talk to Charlie when you need help.
Charlie is being shaped around the work a business must notice, decide and complete every day.
Never lose the work inside a message
Turn an enquiry or reply into a visible opportunity, task or follow-up instead of leaving it buried in an inbox.
Open Charlie knowing what matters
See the enquiries, jobs and decisions that need attention, what Charlie has prepared and what is waiting for your approval.
Move work forward without blind automation
Approve the exact message or business action, then keep a clear record of what happened and what needs attention next.
Charlie does more than surface the message.
It connects the conversation to the customer, the work and the next approved action across the business.
01
Work arrives
An enquiry, reply or business event appears in Charlie or an available connected service.
02
Charlie understands it
The customer, intent, history and relevant business context are brought together.
03
The next step is prepared
Charlie prepares a response, follow-up or record update for you to review.
04
You stay in control
Approve the exact action, change it or refuse it. Sensitive work does not bypass you.
05
Work moves forward
The approved result is saved in Charlie—or carried into a released connection—and recorded honestly.
Useful automation should never require blind trust.
Charlie separates preparation from permission and keeps important outcomes visible.
Exact approvals
Review the precise message or action before consequential work is carried out.
You choose the access
Control which business information and connected service Charlie can use.
Visible outcomes
See what succeeded, what failed and what still requires attention.
Cost controls
All AI model and feature usage shares one finite plan allowance with a hard stop.
Know what is included before you sign up.
These are the current UK monthly plans. Native manual tools remain available within the account; higher plans increase follow-up, AI and connection capacity.
Free
£0/ month
Prove the workflow with one real customer opportunity.
- 1 active follow-up
- 1 prepared draft
- 1 approved follow-up
- 1 connection
Solo
£19/ month
For an owner handling customer work independently.
- 25 active follow-ups
- 250 prepared drafts / month
- 100 approvals / month
- 2 connections
Team
£99/ month
For a small team sharing customer work and approvals.
- 100 active follow-ups
- 1,000 prepared drafts / month
- 500 approvals / month
- 5 connections
Business
£499/ month
For established operators with higher customer volume.
- Unlimited active follow-ups
- 4,000 prepared drafts / month
- 2,000 approvals / month
- 20 connections
All plans have a finite combined AI allowance and a hard stop. International pricing is not yet published; no currency conversion is implied by these UK prices.
Give the work somewhere to go.
Start with the business tools, bring in an enquiry and let Charlie prepare the next step. You decide what is sent or changed.
Connection availability is always labelled clearly. Nothing important is sent or changed without your review.
Get startedFrequently asked questions
Is Charlie another chatbot?
No. Talk to Charlie in normal language, then use the same product to manage customers, jobs, messages, quotes, invoices, tasks and appointments. The technical structure stays behind the scenes.
What can I use today?
Charlie already includes a business overview, customers, opportunities, jobs, quotes, invoices, tasks, appointments, files and supervised AI help. You can use those tools without connecting another service. Selected email enquiries can also arrive through a private forwarding address.
Which connections are available?
Any email inbox can now send selected enquiries into Charlie using a private forwarding address. It is receive-only and does not grant Charlie access to the rest of your mailbox. Google Workspace, Microsoft 365, HubSpot and Zoho Mail remain in early access while their provider approval and normal-customer checks are completed. Xero is coming soon.
How much does it cost?
The current plans are Free, Solo at £19/month, Team at £99/month and Business at £499/month. The comparison above shows the customer-work allowances. Every plan also has a finite combined AI allowance so usage and cost remain predictable.