What users are saying about
2 Ratings
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Score 7 out of 100
32 Ratings
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Score 8.5 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

SalesforceIQ CRM (Discontinued)

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Melanie Zehr | TrustRadius Reviewer

Feature Rating Comparison

Prospecting

Charlie App
3.0
SalesforceIQ CRM (Discontinued)
Load time/data access
Charlie App
3.0
SalesforceIQ CRM (Discontinued)

Sales Intelligence Data Standards

Charlie App
9.0
SalesforceIQ CRM (Discontinued)
Contact information
Charlie App
9.0
SalesforceIQ CRM (Discontinued)
Company information
Charlie App
9.0
SalesforceIQ CRM (Discontinued)

Sales Force Automation

Charlie App
SalesforceIQ CRM (Discontinued)
9.1
Customer data management / contact management
Charlie App
SalesforceIQ CRM (Discontinued)
9.0
Territory management
Charlie App
SalesforceIQ CRM (Discontinued)
9.5
Opportunity management
Charlie App
SalesforceIQ CRM (Discontinued)
8.0
Integration with email client (e.g., Outlook or Gmail)
Charlie App
SalesforceIQ CRM (Discontinued)
9.5
Quote & order management
Charlie App
SalesforceIQ CRM (Discontinued)
9.0
Interaction tracking
Charlie App
SalesforceIQ CRM (Discontinued)
9.5
Channel / partner relationship management
Charlie App
SalesforceIQ CRM (Discontinued)
9.0

Marketing Automation

Charlie App
SalesforceIQ CRM (Discontinued)
7.4
Lead management
Charlie App
SalesforceIQ CRM (Discontinued)
7.4

CRM Project Management

Charlie App
SalesforceIQ CRM (Discontinued)
9.0
Task management
Charlie App
SalesforceIQ CRM (Discontinued)
9.0
Billing and invoicing management
Charlie App
SalesforceIQ CRM (Discontinued)
9.0
Reporting
Charlie App
SalesforceIQ CRM (Discontinued)
9.0

CRM Reporting & Analytics

Charlie App
SalesforceIQ CRM (Discontinued)
9.0
Forecasting
Charlie App
SalesforceIQ CRM (Discontinued)
9.0
Pipeline visualization
Charlie App
SalesforceIQ CRM (Discontinued)
9.0
Customizable reports
Charlie App
SalesforceIQ CRM (Discontinued)
9.0

Customization

Charlie App
SalesforceIQ CRM (Discontinued)
9.1
Custom fields
Charlie App
SalesforceIQ CRM (Discontinued)
9.5
Custom objects
Charlie App
SalesforceIQ CRM (Discontinued)
9.0
Scripting environment
Charlie App
SalesforceIQ CRM (Discontinued)
9.0
API for custom integration
Charlie App
SalesforceIQ CRM (Discontinued)
9.0

Security

Charlie App
SalesforceIQ CRM (Discontinued)
9.3
Single sign-on capability
Charlie App
SalesforceIQ CRM (Discontinued)
9.5
Role-based user permissions
Charlie App
SalesforceIQ CRM (Discontinued)
9.0

Social CRM

Charlie App
SalesforceIQ CRM (Discontinued)
9.0
Social engagement
Charlie App
SalesforceIQ CRM (Discontinued)
9.0

Integrations with 3rd-party Software

Charlie App
SalesforceIQ CRM (Discontinued)
9.0
Marketing automation
Charlie App
SalesforceIQ CRM (Discontinued)
9.0
Compensation management
Charlie App
SalesforceIQ CRM (Discontinued)
9.0

Platform

Charlie App
SalesforceIQ CRM (Discontinued)
9.5
Mobile access
Charlie App
SalesforceIQ CRM (Discontinued)
9.5

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

SalesforceIQ CRM (Discontinued)

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
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

SalesforceIQ CRM (Discontinued)

  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Melanie Zehr | 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

SalesforceIQ CRM (Discontinued)

We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
Melanie Zehr | 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

SalesforceIQ CRM (Discontinued)

  • Not budget friendly for smaller start-ups.
Anonymous | 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

SalesforceIQ CRM (Discontinued)

General

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

Rating Summary

Likelihood to Recommend

Charlie App
7.0
SalesforceIQ CRM (Discontinued)
9.5

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