Connect your inbox, calls, chat, product, and CRM. Charm captures every interaction, 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 HubSpot; flip on calls, chat, and product capture when you’re ready. No data warehouse to build.
Connect inbox + CRM
Sign in with Google and link HubSpot. Charm reads and writes the record directly — no mirror, no shadow copy.
- Secure Google + HubSpot 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 CRM and watch a week of selling log itself. Free for two weeks, no card.
Capture everything · expose nothing