Charm unifies every customer surface — email, chat, calls, product, CRM — into one living graph, then works it for you. You build the product. Charm runs the company around it.
Private beta · No card · It runs itself
Catch me up on Northwind and clear what’s waiting.
- CallsRead Tuesday’s onboarding call3 commitments · 1 blocker logged
- CRMUpdated the Northwind recordPlan: Scale · health 72 → 81
- InboxDrafted the reply to Sofiain your voice · waiting on you
- SuccessFlagged an expansion signalseats up 40% this week
- TasksOpened 2 follow-upssend SSO docs · book a QBR
Built alongside real, founder-run SaaS — the products Charm is proven on
You run your company from twelve tabs.
Inbox in one tool, CRM in another, calls and analytics in two more — and none of them talk. You are the integration, stitching it together by hand. Charm makes it one system, so the work flows instead of piling up.
Every surface feeds one brain.
Email, chat, calls, product, CRM, support — every signal lands in one shared customer graph that the Agent reads and acts on. Nothing is siloed, nothing is copy-pasted, and the more it holds, the more Charm can do.
graphone record · live
Captured for you
Every call, email, chat, and click lands in the graph on its own — nothing to copy-paste.
One record per customer
Every surface writes to the same place, so each account view is whole and always current.
Your agent acts on all of it
One brain over the whole company — the more it holds, the more it can do for you.
One OS. Every surface.
Each part of running a SaaS, as a module on the same graph — so they make each other smarter. Open one to start; the rest are there when you need them.
01 / Communicate
Every conversation, in your voice.
Inbox
Email with an AI that drafts every reply in your voice.
Conversations
A chat widget for support and sales, right inside your product.
Calls
Joins, transcribes, and turns every call into notes and tasks.
02 / Customers
One record per account, always current.
CRM
Your own customer record — every contact and deal, no HubSpot.
Customer Success
Health scores, churn alerts, and playbooks on autopilot.
Customer 360
Every email, call, chat, and click on one living timeline.
03 / Understand
See exactly how accounts use the product.
Product Analytics
Clicks, funnels, and retention — how accounts really use your app.
Session Replays
Watch real sessions to fix friction and prep every call.
Feedback
NPS and CSAT surveys — in-app, in chat, over email.
04 / Knowledge
What you and your customers need to know.
Help Center
Self-serve articles and guides your customers actually find.
Knowledge Base
Your internal wiki — process, decisions, and learnings in one place.
05 / Execute
Turn signals into shipped work.
Tasks
Every to-do and follow-up, auto-created from the work itself.
And it keeps growing — sales decks, lead gen, and marketing content are next
The agent that runs on it all.
Because every surface feeds one graph, the agent isn't guessing — it sees the whole company and acts across it, asking before anything leaves your name. Pick a job to watch it work.
Catch me up on Northwind and clear what’s waiting.
- CallsRead Tuesday’s onboarding call3 commitments · 1 blocker logged
- CRMUpdated the Northwind recordPlan: Scale · health 72 → 81
- InboxDrafted the reply to Sofiain your voice · waiting on you
- SuccessFlagged an expansion signalseats up 40% this week
- TasksOpened 2 follow-upssend SSO docs · book a QBR
surfaces, on one shared customer graph
place to run the whole company
of every customer touch, captured for you
Your company's data stays yours. PII is redacted before any model, nothing is sold or trained on, and the agent asks before it acts. One system for everything — exposed to no one.
Run your whole company from one place.
Connect your inbox to start. Add calls, chat, product, and your CRM as you go — and let the agent take the busywork. Private beta, no card.