One record
The customer stays whole while your teams hand them over.
- Stages
- Nine
- Teams
- Four
- Records
- One
Bring your people, product, agents & customers together.
Stop losing customers, revenue & time. Say hello to ellocharlie.
Your complete customer journey platform, from sale to renew.
Journey
Prospect
MarketingCampaigns, sequences and forms that create the record — not a lead list waiting to be imported.
- Active sequences
- 6
- Replies this week
- 38
- Cost per reply
- $14
Lead
SalesQualification lives on the same object marketing created, so nothing is retyped at handoff.
- Qualified
- 24
- Untouched 48h
- 3
- Avg. response
- 2 h
Deal
SalesPipeline, proposals and what was promised — the promise travels forward to onboarding and support.
- Proposal
- 11
- Won this month
- 7
- Cycle
- 31 d
Onboarding
ProjectsA closed deal fires the plan: tasks, owners and dates, visible to the customer as a status page.
- In flight
- 9
- Sale to live
- 11 d
- Blocked
- 1
Support
SupportHelpdesk and chat on the same record, so the first reply already knows what the customer bought.
- Open tickets
- 42
- First reply
- 18 m
- SLA held
- 98%
Knowledge
KnowledgeInternal docs and the public help centre written once, surfaced inside the ticket that needs them.
- Articles
- 214
- Deflected
- 31%
- Stale > 6 mo
- 12
Account management
SalesHealth, renewals and expansion read from real usage and real tickets, not a quarterly check-in.
- Renewals 90 d
- 18
- At risk
- 2
- Net retention
- 112%
Reporting
ProjectsEvery number comes off the same events, so pipeline, SLA and churn reconcile without a spreadsheet.
- Dashboards
- 12
- Scheduled
- 4
- Sources
- 1
Product feedback
KnowledgeRequests attach to the customer who asked, so the roadmap can be sorted by revenue, not volume.
- Open themes
- 27
- Linked ARR
- $1.4M
- Shipped Q3
- 9
The handoffs are where customers get lost.
- One record
Nothing is retyped
What marketing captured is what sales sees, and what support answers against. No export, no sync job, no second source of truth.
- One timeline
Every touch in order
The first ad click and last night's ticket sit on the same timeline, so anyone can pick up a customer without asking who owns them.
- One report
Numbers that reconcile
Pipeline, onboarding time, SLA and churn are measured off the same events, so the board deck stops depending on which tab you opened.
The journey
From tangle to one line.
Every handoff adds a loop — a record retyped, a promise nobody wrote down, a customer explaining themselves again. The same nine stages on one platform is one path.
Prospect
Lead
Deal
Onboard
Support
Docs
Accounts
Reports
Feedback
Nine stages · one record · one line
The team
Four teams, one overlap.
Sales knows what was promised, product knows what was asked for, support knows what broke, and knowledge holds the answer that was already written. On separate tools those are four stories. On one record they are one — and the overlap is where accounts grow.
Sales
Product
Support
Knowledge
Growth
& loyalty
Growth & loyalty
Six modules, one spine
- Sales
CRM, pipeline and sequencing on one record.
- Support
Helpdesk, SLAs and a shared inbox that knows the account.
- Projects
Onboarding plans, tasks and customer-facing status.
- Knowledge
Internal docs and a public help centre from one source.
- Marketing
Email, forms and campaigns that create the record.
- Chat
A site widget whose transcripts land on the timeline.
Six things that stop being anyone's job
These are the jobs that quietly fall to whoever notices first: the retyping, the chasing, the reconciling of two numbers that should match. On one record they are not delegated — they stop existing.
Shared timeline
Chat, email, tickets, tasks and deals land on the same record in the order they happened.
Handoffs that fire themselves
A closed deal creates the onboarding plan, with the promise attached to it.
One set of numbers
Pipeline, SLA and churn read the same events, so reports reconcile without a spreadsheet.
Answers written once
Knowledge serves the help centre, the ticket and the course from one source.
Status your customers can see
Onboarding progress, incidents and change log published from the work itself.
Fields that fit your process
Custom fields and automations shape the record without forking it per team.
“We replaced four tools and a spreadsheet. The part nobody expected was support finally knowing what sales promised.”
Placeholder name
Head of Customer Success, Placeholder Co.
- 9Stages covered
- 4Tools replaced, median
- 11 dOnboarding, sale to live
- 98%First-reply SLA held
Placeholder figures — replace before launch
ProspectLeadDealOnboardingSupportKnowledgeAccountsReportingFeedback