Customization

Shape ellocharlie around your process.

Fields, automations, integrations and an API — configuration that does not fork the record every team writes to.

What is inside

  • IntegrationsConnect third-party apps and services
  • AutomationsBuild rules to automate repetitive work
  • Custom FieldsAdd fields tailored to your data
  • Developer KitAPI keys, webhooks and MCP servers
  • Data EnrichmentManage people and company data providers
  • Import & ExportBulk import your historical data
  • Integration BuilderConnect external resources
  • Email SettingsConfigure email and templates

Why it works on one record

  • Custom, still one record

    Your fields live on the same object, visible to every team.

  • Automate the retyping

    Rules do the handoff steps people currently do by hand.

  • Open by default

    API, webhooks and MCP for whatever we have not built yet.

The other pillars

Winners care.

Your complete customer journey platform, from sale to renew.