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 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
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 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 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
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.
Collective storage and management of your team's email means less time filing and searching for everyone, and more time working with your clients.
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!
Australian based and backed by bank-level security, Charlie keeps your email data secure while giving you access to it from anywhere.
ARTICLES & RESOURCES