Building a startup?

Growth doesn't have to be so hard.

Building your start-up and making sure you get and keep customers takes a team that is in sync. There's plenty of tools that promise to help and yet, here you are.

It's 2AM and your biggest customer is threatening to churn. The full story is scattered across your CRM, support tickets, Slack threads and someone's Google doc.

The problem: Your CRM goes dark after the sale. Your helpdesk only catches fires. Your project tool doesn't talk to either of them. Meanwhile, your team spends half their day copying information between systems while customers slip through the cracks.

Onboarding gets delayed because Sales never looped in delivery. A frustrated customer reaches out three times before anyone connects the dots. Your best people drown in admin work instead of relationships.

This is how churn happens.

ellocharlie helps solve this.

Founded by this guy, who has lived this pain, spending years seeing great teams lose hours to disconnected tools as they scramble to scale.

The solution: One connected system for your entire customer journey.

Simple enough to start using today, built with modern standards for usability, speed and clarity.

Stop losing customers to broken processes.

Start your free trial of ellocharlie here and get back to building something incredible.

Nicholas Richards, [email protected]

Nicholas Richards, [email protected] - Founder

Bring your product, people

and customers closer

together

Build Your Funnel

Lead Forms

Create and publish inbound lead web forms on your landing pages. Make it easy for people to let you know they are interested. Completed web forms will automatically route to Leads management for the team to follow up.

Calendar Availability

Schedule Meetings

Use our meeting scheduler to book time with people. Whether they complete a web form on your site or you include a link in an outreach email or your signature - make it easy for people to set-up time with you and your calendar availability to learn more about their interest. When they book a meeting, you create a lead!

Always Following Up

Email Sequences

Never let a propsect go cold or a customer feel forgotten. Automate email sequences, build reusable templates the whole team can use, and send one-off emails directly from a contact profile - every interaction logged, every conversation in one place, so follow-up is never an afterthought.

Find Customers

Lead Managment

Manage leads created from your lead forms and meeting links as well as create new leads from other channels to be tracked and qualified in or out of your pipeline - helping to connect your marketing and sales teams and manage your data integrity and follow-up.

Get the Scoop

Data Enrichment

Your team shouldn't have to hunt down information before every conversation. Enrich leads, deals, companies and contacts with data pulled from third-party sources - triggered by automation rules or on-demand - so every record is up-to-date, the team walks in prepared, and more time goes towards closing than researching.

Focus your Sales

Sales Pipelines

Manage and nuture deals across all stages of your pipelines, companies and contacts. No more inconsistent data, poor visibility and insufficient processes that result in lost deals and inaccurate forecasting.

Always in the Know

AI Recaps

From individual deals and contacts to company-level activity and metric dashboards, AI Recaps surface an instant analysis of what's happening - so your team spends less time piecing together context and more time acting on it.

Onboard Better

Project Management

Create reusable project plans that standardize Onboarding and beyond. Share secure links to project portals for real-time collaboration - no more endless email threads and Google sheets, get and stay aligned on steps and progress in a single view.

Be Responsive

Live Chat

Whether they're on your marketing site or inside your product, people expect fast answers. Embed live chat, equip your team with quick-reply shortcuts, and make sure every customer - be it prospect or existing user - gets a response without the wait.

Stay Smart

AI Chat Assist

From the first greeting, train your chat widgets with custom Q&A pairs for consistent, on-brand answers, set the confidence threshold that decides when AI responds versus hands off to a live agent - so AI handles the volume and humans handle the rest.

Guide Every User

AI Feature Expert

AI Feature Expert embeds intelligent guidance directly into your product. Deploy context-aware AI assistants across any page or feature so users get the right help exactly where they need it - reducing confusion, cutting support tickets, and turning new users into confident ones.

Self Help Resources

Knowledge Base

Empower your customers to help themselves. Build a fully searchable knowledge base with guides, docs, and video tutorials - powered by AI search so the right answer is always one query away, your team handles fewer repetitive questions, and your customers never feel stuck.

Be Indispensable

Helpdesk

Support doesn't have to feel chaotic. Organize your helpdesk inbox by status, channel, source, and agent so your team knows what's open, assigned, and needs attention next. When offline or conversations pile up, your AI agent steps in so no customer waits too long and nothing falls through the cracks. Every conversation accounted for, every customer taken care of.

Stay Organized

Ticket Management

Not every customer issue gets resolved in a single conversation. Prioritize, route, and track every issue from submission to resolution - so your team always knows what needs attention, customers always know where things stand, and nothing gets lost in between.

Communicate

Status & Updates

Don't wait for customers to ask about new features. Keep customers informed. Publish system status, product updates, and noteworthy news. Track who's seen what and who's subscribed. Avoid confusion. A well-informed customer is a happy customer.

No Suprises

NPS & Feedback

Track customer health in real-time with NPS scoring and internal customer feedback collection. Capture what mattters most - customer sentiment, feedback requests, retention signals - so your team can act proactively to strengthen relationships.

Skip Repetitive Tasks

Smart Automations

Let automations handle the busywork. Auto-assign tickets, update deals, and trigger alerts to keep things moving forward without manual effort. The result is faster responses and fewer mistakes.

Stay Branded

Custom Domains

Put your brand front and center on every customer-facing page. Use your own domain for your support email, knowledge base, and status page - so customers see your company, not ours. You've built something to be proud of, make sure every customer touchpoint reflects it.

Bring your Data

Imports

Migrating to ellocharlie takes minutes, not days. Upload CSV files, map your columns, and preview before it goes live. No developer needed, no starting from scratch. Whether your're switching from another platform or outgrowing a spreadsheet, your data arrives ready to work. Your history comes with you from day one.

Get Connected

Integrations

Your team shouldn't have to leave ellocharlie to get the full picture. Wtih 19 integrations (and counting) across messaging, finance, development and productivity - Slack, Zoom, Quickbooks, Github, Google Workspace, and more - data flows where it needs to be seen. The full picture, finally in one place.

Be in Control

Developer Kit

Built for teams that want control. Use API keys to read/write data programmactically, webhooks to trigger real-time actions in your systems, and MCP to connect AI assistants directly to your ellocharlie data. The developer kit gives you full control to build exactly what your stack needs today - and gives you the AI-ready foundation to stay prepared for what's coming.

See the Full Picture

Metrics & Reporting

Metrics that span your entire customer journey. No more pulling metrics from many systems into a sheet or slide. Spot patterns before they become problems. Export reports that tell a story to your team and investors.

built for startups

Everything you and your team need in one place.

Lead Forms

Create lead forms for your website, optimize your inbound and make it easier for people to get in touch with your sales team.

Schedule Meetings

Connect your calendar and give people an easy way to schedule a meeting with you to learn more about your product.

Lead Management

Capture, qualify, and assign leads from any source - keep your lead source data and pipeline clean so only the right leads make it to a deal.

Data Enrichment

Enrich leads, deals, companies, and contacts with third-party data - automatically or on-demand - so your team spends more time closing.

Sales Pipelines

Manage deals across multiple pipelines with custom stages, smart notifications, and automations that keep every deal moving.

Connect your Email

Automate follow-up sequences, build reusable templates, and send one-off emails directly from any contact profile - all your outreach in one place.

AI Recaps

AI analysis at every level - deals, companies, contacts, and metric dashboards - so your team is always prepared.

Onboarding & Projects

Create a repeatable onboarding process and custom projects with live tracking. Keep your team and customers aligned on the same view.

Live Chat

Marketing or Support: Give customers instant answers with choice of live chat or AI-powered docs. Quick reply shortcuts help you respond faster.

AI Chat Assist

Train your widgets with custom Q&A pairs and set the confidence threshold that keeps AI answering - until it's time to bring a human in.

AI Feature Expert

Turn any page into a guided experience. AI assistants that activate where users are in your product - so they get the right help at the right time.

Helpdesk Management

Question? Start a chat with support anytime. Whether it's a quick question or troubleshooting, resolve customer concerns fast and in sync.

Knowledge Base

Build a fully searchable library - powered by AI search so your customers find answers fast and never feel stuck.

Ticketing Managment

Manage customer issues with customizable stages, priorities, and ticket types — keeping your team organized and customers in the know.

Status Page & Updates

Keep customers in the loop without them asking. Publish Status, Service, and Release updates - subscribers get notified automatically.

NPS Scoring

Design and automate NPS surveys, track scores, trends, sentiment and more - so you spot issues before they become problems.

Feedback

Give your team and customers a fast way to capture customer feedback and let the right requests and patterns rise to the top.

Automate Workflows

Automate repetitive workflows so nothing falls through the cracks. Trigger actions, update records, and route tasks automatically.

Custom Domains

Every customer touchpoint lives under your domain - support emails, status pages, knowledge base - so the experience feels like your product.

Integrations

The tools you rely on shouldn't slow you down. Connect your existing stack so data flows automatically, and your team has the full picture in one place.

Developer Kit

Give developers what they need. Use our API, webhooks, and MCP server to extend into your systems and stay AI-ready as your stack evolves.

Beta Features

Opt-in Beta access allows you to test drive tomorrow's features today. Get early access to new capabilities while maintaining full control.

Powerful Customization

Customize to fit how you work. Easily add custom fields to leads, deals, companies, contacts, and tickets - then use them in your workflows.

Metrics & Reporting

Centralize your metrics to one screen to find anomalies before they become problems. Pull reports to align with your team and investors.

No contracts, 7-day free trial

Actual Sensible Pricing

Core

CRM, Leads and Sales

Customer & Project Management

Live Chats for Marketing and Support

Helpdesk & Ticketing

Knowledge Base, Status and Release Pages

Automations

Metrics & Reporting

Create Free Account

$55

per user /monthly

Plus

All Core Features, plus

1-Hour Onboarding call

Custom Domains

Beta Feature Access

NPS Scoring

Customer Feedback collection

Integrations

Create Free Account

$85

per user /monthly

Coming, stay tuned

Thanks

for your patience

as we figure out

tiers and pricing

Create Free Account

TBD

per user /monthly

FAQs

Have questions?

Can I customize branding and settings?

Yes. You can customize the documentation, status and project portals wih your branding and colors. Contacts, Companies, Leads, Deals and Tickets can be customized with your chosen properties and workflows.

What if I need help setting it up?

We have documentation, videos and chat if you have questions or need help. If you're looking for more advanced customization, schedule a call.

Can I use our company domain?

Yes. Plus plan gives you the option to use domains for documentation, project and status portals.

Can we cancel our subscription anytime?

Yes, there are no long-term contracts. You can upgrade, downgrade, or cancel your subscription at any time.