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Charlie — CRM

from $24/user/mo

Charlie (CRM): Charlie is a people management platform for small to mid-sized businesses, automating check-ins, goals, and feedback. Pricing: from $24/user/mo. (data verified August 2026)

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About Charlie

What is Charlie?

Charlie is a people management platform designed to help small and mid-sized businesses streamline employee check-ins, goal setting, and performance feedback. It replaces manual HR processes with automated, structured workflows that keep teams aligned and accountable.

Who is it for?

Charlie is best for companies with 10-200 employees that want to adopt consistent performance management without the complexity of enterprise HR suites. It is not a fit for solo freelancers or large enterprises needing full HRIS functionality.

Problem it solves

Managers often struggle to conduct regular check-ins and track employee goals. Charlie solves this by automating schedules, providing templates, and offering visibility into progress, reducing admin time and improving engagement.

Real use cases

Operations managers use Charlie to run weekly check-ins with remote teams. HR leads track quarterly OKRs across departments. Team leads give peer feedback and recognize achievements, all in one place.

Key features

  • Automated check-ins — Schedule recurring one-on-ones with customizable templates.
  • Goal tracking — Set individual and team goals with progress updates.
  • Feedback & recognition — Give real-time peer feedback and celebrate wins.
  • Performance reviews — Conduct structured reviews with rating scales and notes.
  • Dashboard & analytics — Get an overview of engagement and performance trends.
  • Integrations — Connect with Slack, Microsoft Teams, and other tools.

SaaSpartout Score

7.4 /10
Ease of use 8.5
Features depth 7.5
Value for money 8.0
Support quality 7.0
Integrations 6.5
Scalability 6.0
Documentation 7.5
Onboarding speed 8.5

Editorial score from our review methodology — not user ratings.

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Charlie Pricing

Charlie pricing: from $24/user/mo.

For comparison: the median starting price in CRM is $39.93/month, measured across 114 tools we track. See the full SaaS Pricing Index →

Lite

$0/user/mo — for up to 10 employees, includes basic check-ins and goal tracking.

Standard

$24/user/mo — includes all features, unlimited check-ins, and reports.

Plus

$30/user/mo — adds advanced analytics and priority support.

All paid plans come with a 14-day free trial.

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Frequently asked questions

How much does Charlie cost?
Charlie offers a free Lite plan for up to 10 employees. Paid plans start at $24 per user per month (billed annually) and include unlimited check-ins, goal tracking, and reports.
Is there a free trial?
Yes, Charlie offers a 14-day free trial on all paid plans. You can test all features before committing.
Who is Charlie best for?
Charlie is best for small to mid-sized companies (10-200 employees) that need simpler performance management and employee check-ins without the complexity of enterprise HR systems.
Does Charlie integrate with Slack?
Yes, Charlie integrates with Slack, Microsoft Teams, and other popular workplace tools to streamline notifications and workflows.
What is the biggest limitation of Charlie?
Charlie is not a full HRIS; it lacks payroll, benefits administration, and advanced compliance features. It is focused on performance and engagement only.
What are top alternatives to Charlie?
Top alternatives include Lattice, 15Five, BambooHR, and Leapsome, which offer similar performance management but may vary in pricing and feature depth.

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