Say Hi to Charlie

Charlie is your team's answer to email. An email archiving and collaboration solution that breaks down your team's email silos, improves knowledge sharing and simplifies management, allowing you to serve your clients better.

Charlie loves filing.

Charlie is your admin superstar. Before an email even hits your inbox, Charlie has already tagged, filed and stored it away, ready for retrieval should you need it again in the future. Because Charlie automatically connects your email and CRM, once you’ve read and actioned a message in your inbox, you can just hit delete. Experience the beauty of an empty inbox, safe in the knowledge that Charlie has you covered.

Automatic filing of all your team's emails in Charlie

Connects with your client list or CRM

Customisable tagging options enable powerful search

Charlie loves finding things.

The days of searching through folders, trying to recall how an email was filed are over. Charlie’s powerful search transforms the way you look for and find emails, making the process quick, intuitive, and reactive to your needs. You’ll find exactly what you’re looking for and have confidence that you’re seeing the full picture – regardless of how an email has been filed.

Powerful search filters make finding messages a breeze

Intuitive interface, designed to feel like your inbox

Save hours filing and searching for email

Charlie loves collaborating.

Charlie keeps you in the loop. It knows the traditional 1-to-1 nature of email locks away valuable information and kills opportunities for collaboration in the workplace. With Charlie, your organisation has a single-source-of-truth that allows your people to freely access the information they need, when they need it. All of a sudden, email is inclusive, unified and truly collaborative.

Visibility of not just your email, but your entire team's

Provides access to valuable client knowledge locked away in email

Stay on top of what teammates are talking about with your clients

Deep privacy controls ensure sensitive information is kept secure

Charlie loves archiving

Charlie digs laborious admin tasks and is your governance guru. As a living archive, Charlie makes sure you’ve got the information you need, on hand, when you need it. Whether it’s for an audit, a complaint or any other matter, Charlie is your go-to. And with customisable rules for retention and destruction processes, you’ll never lift a finger managing your compliance and privacy requirements again.

Unlimited storage for your team's emails

Retain messages for up to 10 years

Allows for automatic destruction to keep your team compliant

INTRODUCING CHARLIE

Designing email to work for modern teams

Built to integrate

Bolts on to whatever email client your team uses, meaning you can keep using email just like before, with Charlie supporting you along the way.

Massive efficieny

Collective storage and management of your team's email means less time filing and searching for everyone, and more time working with your clients.

Reduced risk

Real-time, automatic filing means you are no longer relying on people to file their emails properly - because let's be honest - they never did and never will!

Safe & secure

Australian based and backed by bank-level security, Charlie keeps your email data secure while giving you access to it from anywhere.

Try Charlie with your team for free

ARTICLES & RESOURCES

September 17, 2017
Charlie Review - Custodian Financial GroupCharlie Review - Custodian Financial Group
A review of Charlie by Jason Rance, Director and Financial Adviser at Custodian Financial Group.
READ MOREVIEW
Oi Software
February 20, 2017
Email is dead…or so we keep sayingEmail is dead…or so we keep saying
Email is dying… or so we keep saying. But it’s not dead. Email is still here and, in fact, it’s very much alive...
READ MOREVIEW
Annie Lillico Lewis
January 15, 2017
What’s your email personality?What’s your email personality?
Whilst stressful situations and group projects reveal a great deal about your colleagues’ personalities, so too can their typical email reply.
READ MOREVIEW
Milica Petkovic

Charlie has been a great time saver for the team, as we no longer need to wait to speak to other staff members regarding email communication that may have been received or sent. Staff can now immediately obtain the info they need and see the full history of communication with our clients, allowing us to assist them in a more effective manner.

With all email now automatically captured for us, Charlie acts as a great record keeper. It has been a great time saver and improved governance has been an important benefit.

Stephen Horsten
Director, Profusion Planning

Charlie is very powerful but also very simple. The value of Charlie lies in the fact that it does not require a large investment of time and makes our practice more efficient. I would recommend Charlie to any organisation that uses email as a form of communication.

Jason Rance
Director & Financial Adviser, Custodian Financial Group

After migrating to the cloud, we were searching for a solution to track and save the email correspondence coming in and out of our firm. Charlie helps us get visibility of all incoming and outgoing emails for our clients, without wasting time manually filing each email. The implementation process is quick and painless and Charlie now does the filing work for us.

John Liston
Director, Liston Landers Accountants & Advisers