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features
design
support

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Description

Outbound sales platform allows you to target prospects who want what you have to sell, without spamming other people. Launch hyper-targeted cold email campaigns to maximize the response rate. Charm is a complete solution that includes: 1. Lead database is better than Apollo/RocketReach 2. Lead filtering with custom filters is better than Clay 3. AI Enhancements for Email Templates 4. Unlimited email management for warmup and sending Ideal for CEOs and founders who want to scale up their weekly meetings with qualified leads.

Description

Gain a comprehensive understanding of your engagements with both existing and prospective clients, and avoid unnecessary cold calls whenever possible. You will always have access to a detailed history of interactions, even as your contacts transition to different companies or roles. The Placements module in Charm offers the precision and adaptability required to effectively compensate your consultants, ensure data integrity, and supply essential financial information to payroll and various applications. Eliminate the need to allocate additional resources for converting data into useful insights. As we implement Charm within your organization, we will guarantee that you receive the necessary in-depth reports to oversee your sales activities in real time. Forward-thinking businesses have moved past outdated client and contact coding methods long ago. With Charm’s tagging feature, you can classify clients, contacts, and opportunities in multiple ways to enhance your direct marketing efforts and streamline system searches and notifications, making your operations more efficient and effective. This innovative approach not only saves time but also optimizes your marketing strategies, ensuring that you stay ahead in a competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Emdash Yes 

Integrations

Emdash No 

Pricing Details

$500/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Charm

Founded

2024

Country

United States

Website

www.trycharm.ai/

Vendor Details

Company Name

Wizardsoft

Founded

2014

Country

Australia

Website

charm.wizardsoft.com

Product Features

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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