What users are saying about
2 Ratings
10 Ratings
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7 out of 100
10 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.5 out of 100

Likelihood to Recommend

Charlie App

If you are in any type of sales, and meeting with people, it is a must. If you already know you contact well, it doesn't have as much value for that particular meeting. Also I wish there was a way to not sync internal meetings, as it just provides clutter, and I don't need info on those people.
Kevin Gilman | TrustRadius Reviewer

People.ai

People.ai is well suited to ensure the capture of all contacts engaged in Accounts and Opportunities as well as the activity that occurred within the deals. These data points allow the reps to have a more full picture of their Accounts and Opportunities, while also reducing the administrative work they would need to do to get the data points into Salesforce manually. Once that data is in the system, the sky is the limit with the types of analysis that can be done to help improve the business and rep performance.
Marceline Guyette | TrustRadius Reviewer

Feature Rating Comparison

Prospecting

Charlie App
3.0
People.ai
2.4
Load time/data access
Charlie App
3.0
People.ai
Ideal customer targeting
Charlie App
People.ai
2.4

Sales Intelligence Data Standards

Charlie App
9.0
People.ai
6.1
Contact information
Charlie App
9.0
People.ai
5.0
Company information
Charlie App
9.0
People.ai
7.0
Industry information
Charlie App
People.ai
6.2

Data Augmentation & Lead Qualification

Charlie App
People.ai
6.0
Lead qualification process
Charlie App
People.ai
4.4
Salesforce integration
Charlie App
People.ai
9.0
Data hygiene
Charlie App
People.ai
6.3
Automatic data refresh
Charlie App
People.ai
6.2
Filters and segmentation
Charlie App
People.ai
4.1

Pros

Charlie App

  • They easily connect with my Outlook to sync my upcoming meetings.
  • It provides me with the social profiles of people I am meeting with.
  • It gives me the ability to have all my info about my contact in one place to easily review.
Kevin Gilman | TrustRadius Reviewer

People.ai

  • Unless specifically filtered, all communications are synced to Salesforce regardless of AE preference. No ambiguity.
  • Net new Contacts created and synced to Accounts and Opportunity Contact Roles(OCR). Sales reps rarely add in OCRs and this removes that manual work.
  • Good Coaching tool.
Anonymous | TrustRadius Reviewer

Cons

Charlie App

  • At times it doesn't pull a social profile for the contact correctly, or at all, when I know the person has a profile.
  • The interface is a little clunky, and the font is too large. It could be a lot smaller and still effective.
  • It takes a lot of time to sync at points, which is frustrating.
Kevin Gilman | TrustRadius Reviewer

People.ai

  • Their account matching could be better given the complexity of our account structure
  • Lead to OCR took some time to implement, but is a very promising feature
Nick Goldsmith | TrustRadius Reviewer

Alternatives Considered

Charlie App

The thing that Charlie does best is it aggregates everything in one place. It allows me to have a one-stop shop, that I can quickly review prior to heading into a meeting. People are usually amazed with the amount of info that Charlie can give you, and it almost always works its way into my sales call.
Kevin Gilman | TrustRadius Reviewer

People.ai

Clari primarily focused on attaching activities to Opportunities; Yesware primarily focused on email templates and was limited in its ability to track calls. We selected People.AI because it offered more than both platforms and its strengths were apparent in their UI design and AI delivery of insights.
Nick Ramirez | TrustRadius Reviewer

Return on Investment

Charlie App

  • The info I pull from Charlie prior to the meeting is almost always brought up as a conversation starter.
  • Charlie helps my relationships go deeper than just surface level info.
  • The ability to go deeper in my relationships while using Charlie has absolutely closed me business.
Kevin Gilman | TrustRadius Reviewer

People.ai

  • Our pipeline generation has seen a significant uptick now that we are able to fully understand how out team prospects and what is/isn't working.
Casey Clark | TrustRadius Reviewer

Screenshots

Charlie App

Pricing Details

Charlie App

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

People.ai

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Charlie App
7.0
People.ai
6.5

Add comparison