Charlie Lounge

About Charlie Lounge

Deep Dive with Clara AI

Charlie Lounge is a cloud-based CRM platform built on GoHighLevel that combines contact management, sales pipeline, invoicing, email and SMS automation with Evelyn AI — a conversational assistant that remembers your business context and takes direct actions in your CRM. Unlike generic AI tools, Evelyn stores persistent memory about each user's business — goals, client details, and past decisions — and uses this context to provide relevant answers and perform CRM actions such as creating contacts, updating pipelines, adding notes, and creating tasks. Before executing any action, Evelyn presents a confirmation step so the user can review and approve. The platform includes a knowledge base of 1,318 guides in English, Czech, and Spanish. Core features include contact management, sales pipeline tracking, appointment booking, invoice creation, email and SMS marketing automation, website builder, social media planner, and a built-in affiliate program. Live 24/7 support is included in all plans. Starting at $29 per month.

Screenshots & Videos

Charlie Lounge dashboard — pipeline, revenue, and CRM data at a glance.

Manage all your contacts, tags, and activity in one place.

Connect Google, Facebook, Stripe, Shopify, TikTok, and more.

Pricing

Free Trial Available
Starts at $0.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

71%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

Small Business
Freelancers
Individuals

API Support

Not available

Modes of Support

24/7 (Live rep)

Charlie Lounge Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

71%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Contact Management Features

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Contact History

Helps to store and logging all types of important contacts and reveals the time and duration as well

Email Marketing

Helps to do email marketing and customizes emails to make a good impression to audiences

Appointment Management

Helps to manage patient-doctor appointments in an orderly manner

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Shared Contacts

Facilitates keeping shared phone list/book with a different team or with specific user groups

Search and Filter

Provides with advance and efficient search/ filter tools to get more refined findings or results

Prospecting Tools

Provides tools to help spotting prospects or potential customers and convert them into actual buyers

Group Management

Helps to create multiple group types for managing a set of common records

Contact Import-Export

Helps to input and share important contacts from the application with others

Activity Management

Helps to organize and prioritize the tasks and activities of the team to enhance productivity

Marketing Automation Features

Website Visitor Tracking

This feature allows you to analyze and understand the behavior of your website visitors.

Lead Nurturing

Timely following up with your leads in order to convert them into a prospective customer.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Landing Pages

Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email

Email Drip Campaigns

An email drip campaign helps you automatically send a series of emails at regular intervals.

Campaign Segmentation

A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.

Analytics (ROI Tracking)

ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Channel Management

It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.

Multivariate Testing

Allows testing different variations of multiple webpage elements to find the best one among them

Chatbots Features

Chatbot

Automated Responses

AI/Machine Learning

Natural Language Processing

Generative AI

AI Copilot

An AI-powered virtual assistant that accomplishes tasks and pursues goals on a user's behalf.

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Transfers/Routing

Query Suggestions

Pre-Configured Bot

Language Detection

For Sales/Marketing

Code-free Development

Augmented Analytics

Lead Capture

Provides webhooks and integrations to capture lead information

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Automated Routing

It helps in automatically directing queries and data to the appropriate agent.

Billing and Invoicing Features

Contact Database

Helps to maintain contacts and segregate them according to their needs

Online Invoicing

Create invoices online and email them to your clients with just one click

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Payments

Accept payments online directly through your account

Mobile Payments

Accept payment directly on your mobile handset

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Charlie Lounge Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( One-time license / Subscription )

Explorer $0.00 $29.00 per month

Full platform access including Evelyn AI, CRM, contacts, pipeline, invoicing, email and SMS automation, website builder, and affiliate program. 500 AI messages per month. Live 24/7 support included.

Start Free Trial

Creator $0.00 $199.00

$199 one-time setup fee, then $29/month from day 31. Includes everything in Explorer plus 1,000 AI messages per month and priority onboarding.

Start Free Trial

Visionary $0.00 $499.00

$499 one-time setup fee, then $29/month from day 31. Includes everything in Explorer plus 2,000 AI messages per month, priority onboarding, and advanced resources.

Start Free Trial

Screenshots of Vendor Pricing Page

Learn more about Charlie Lounge Pricing

Charlie Lounge Alternatives

View All Charlie Lounge Alternatives

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pipedrive CRM Streamline your sales process: Comprehensive, automated, and data-d... read more

4.5 2,151 user ratings

View Details

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Zoho CRM A fully-featured CRM software read more

4.3 2,504 user ratings

View Details

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Freshsales Improve your CRM functions and grow your business read more

2.2 125 user ratings

View Details

97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Keap Generate more leads and enhance the sales numbers in real-time read more

3.9 481 user ratings

View Details

97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Thryv Meet Modern Customer’s Expectations read more

2.4 339 user ratings

View Details

96% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sellsy All-in-one Sales Launchpad read more

3.9 97 user ratings

View Details

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Copper CRM (Formerl... Richly featured tool for CRM read more

3.1 99 user ratings

View Details

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Nutshell Let your B2B teams access sales CRM and email marketing campaigns i... read more

4 67 user ratings

Visit Website

95% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

HighLevel Scale smarter with AI-powered automation read more

3.2 2,076 user ratings

View Details

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

EspoCRM All your CRM needs solved read more

4.7 19 user ratings

View Details

Charlie Lounge Reviews

Do You Use Charlie Lounge?

Be The First One To Review!

Write a Review

Videos on Charlie Lounge

Charlie Lounge De...

Charlie Lounge Screenshots

Charlie Lounge da...

Manage all your c...

Connect Google, F...

Knowledge base wi...

Evelyn AI creates...

Charlie Lounge FAQs

What is Charlie Lounge?

Charlie Lounge is a platform for small business owners built on GoHighLevel. It helps you manage contacts, automate emails and SMS, accept bookings, create invoices, build websites, and work with the Evelyn AI assistant. All starting at $29 per month.

What is Evelyn AI?

Evelyn AI is a conversational assistant built directly into Charlie Lounge. She communicates in English, answers questions about the platform, adds contacts, sends messages, creates invoices, and manages sales opportunities. Before taking any action, she always shows you what she is about to do.

How quickly can I start using Charlie Lounge?

You get access immediately after signing up. On your first login, Evelyn guides you through the setup and creates a personal plan for you. Most users can get the basics ready within 30 minutes, even without technical knowledge.

Will Charlie Lounge replace tools I already use?

In most cases, yes. Charlie Lounge can replace tools for email marketing, bookings, invoicing, websites, and contact management. Many business owners cancel 2 to 5 paid tools after switching and reduce their monthly costs.

How much does Charlie Lounge cost?

The Explorer plan is $29 per month and includes the full platform and Evelyn AI. Creator is a one-time $199 payment plus $29 per month starting on day 31. Visionary is a one-time $499 payment plus $29 per month starting on day 31.

Can I cancel Charlie Lounge anytime?

Yes. You can cancel your monthly subscription at any time with no fees or penalties. The one-time entry fee for the Creator and Visionary plans is non-refundable.

Is my customer data safe in Charlie Lounge?

Yes. The platform runs on GoHighLevel, which is used by thousands of SaaS companies worldwide. Evelyn also never takes any action without your explicit confirmation.

Do I need technical knowledge to use Charlie Lounge?

No. Charlie Lounge is designed for non-technical business owners. Evelyn guides you step by step with screenshots and simple instructions. Live support is also available 24/7.

What is Charlie Lounge used for?

Charlie Lounge is CRM Software. Charlie Lounge offers the following functionalities: