Modern CRM for high‑velocity revenue

Close more deals with pipelines that flow, automations that work, and analytics that guide your next best move. All in one beautiful, fast, and effective platform.
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Top Charmleap Features

Visual pipelines

Drag‑and‑drop deals through customizable stages with team SLAs.

Smart automation

Multi‑step workflows, sequences, and auto‑assignment rules.

Revenue analytics

Forecasts, cohorts, and dashboards for every stakeholder.

Unified contacts

Accounts, contacts, and activities that stay in sync.

200+ integrations

Connect email, meetings, ads, billing, and data warehouses.

Enterprise‑grade security

SSO/SAML, audit logs, and role‑based permissions.

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Frequently Asked Questions

Charmleap is a powerful, all-in-one Customer Relationship Management (CRM) and marketing automation platform designed to help businesses grow by nurturing leads and building lasting customer relationships. It provides a central hub to manage your contacts, automate your marketing, and analyze your performance.

Our core offerings include:

  • Complete Contact Management: Get a 360° view of every contact, including their activities, purchase history, and engagement. Organize your audience with flexible lists, tags, and dynamic segments.

  • Powerful Email Marketing: Send beautiful and effective email campaigns, from one-off broadcasts to complex, automated sequences. Personalize every email for maximum impact.

  • Visual Automation Builder: Design sophisticated marketing funnels with our intuitive drag-and-drop builder. Create rules to automatically onboard new customers, follow up with leads, recover abandoned carts, and much more.

  • In-Depth Analytics: Make data-driven decisions with clear, actionable reports on your campaigns, funnels, and email performance. Track open rates, click-through rates, and see exactly how your automations are performing.

  • Flexible Integrations: Connect Charmleap to the tools you already use. You can bring your own API keys for services like AI content generation and email sending gateways (e.g., Amazon SES, SendGrid), giving you full control over your tools and costs.

Charmleap stands out by combining power with unprecedented flexibility and security. Here’s what makes us different:

  1. A Truly Unified Platform: Unlike solutions that require you to tape together different tools for your CRM, email marketing, and automation, Charmleap has it all built-in. This seamless integration means more reliable automations and deeper insights into your customer journey.

  2. Your Secure, Private Workspace: Your business data is yours alone. Each account on Charmleap operates in a completely isolated environment. You can only access your own contacts, campaigns, and data, ensuring total privacy and security.

  3. Unparalleled Control with “Bring Your Own APIs”: We empower our users. Instead of locking you into specific providers, you can connect your own API keys for critical services. Use your preferred AI provider for content generation or plug in your own high-volume email sending service to control your costs and deliverability.

  4. Pay-As-You-Go Credit System: Our flexible credit-based system means you only pay for what you use for resource-intensive tasks like AI content creation and email send-outs. This allows us to offer powerful features at a scalable price point that grows with your business.

There is no free version of Charmleap. We believe that to truly understand the value and power of our platform, you need to experience its full capabilities without restriction.

That’s why we offer a 30-day, full-featured free trial. During this period, you get unrestricted access to all our tools, from the visual automation builder to our in-depth analytics. Sign up and discover how Charmleap can transform your business, completely risk-free.

Charmleap is designed to be the engine for your business growth. Here are a few ways it can help you:

  • Increase Sales and Revenue: Automatically follow up with potential customers, recover lost sales with abandoned cart funnels, and send targeted promotional offers to the right audience segments at the perfect time.

  • Save Dozens of Hours Every Week: Automate your repetitive marketing and sales tasks. Let Charmleap handle lead nurturing, customer onboarding, and follow-up sequences so you can focus on strategy and building your brand.

  • Build Stronger Customer Relationships: Send personalized, timely communication based on user behavior and interests. Acknowledging a customer’s specific actions (like visiting a page or buying a product) makes them feel valued and understood.

  • Make Smarter, Data-Driven Decisions: Stop guessing what works. Our clear and concise reporting shows you exactly which emails are getting opened, which links are getting clicked, and how your customers are moving through your funnels.

Charmleap is built to be the central hub of your marketing stack, which is why we offer a growing ecosystem of direct integrations with leading platforms across different categories, including:

  • E-commerce

  • Website & Page Builders

  • Learning Management Systems (LMS)

  • Membership Platforms

  • Form Builders

Furthermore, for any tool not on our direct integration list, our powerful Zapier integration allows you to connect Charmleap to over 5,000 other applications, giving you limitless possibilities.

Charmleap provides a unique and flexible framework for AI integration. Instead of locking you into a single, built-in AI model, we empower you with choice through our “Bring Your Own API Key” system.

You can securely connect your own account from leading AI providers (like OpenAI). This allows you to leverage their powerful models directly within Charmleap for tasks like generating email subject lines or body copy. This approach gives you full control over the AI model you use and your costs, which are managed seamlessly through our platform’s credit system.

Yes, absolutely. We provide robust options for developers and technical teams:

  • REST API: Charmleap offers a comprehensive REST API that allows you to programmatically interact with your data. You can use it to create, read, update, and delete contacts, apply tags, and trigger automations from your own applications or third-party systems. This is perfect for building custom integrations with your proprietary software.

  • Incoming Webhooks: You can send data to Charmleap from any application that can send an HTTP POST request. This allows for real-time data transfer, enabling you to instantly add or update contacts and trigger automation funnels based on events happening in other systems.