new — Learning Management System Launched 🧠

Bring your product, people, and customers closer together.

Unify sales, support, onboarding, learning management and customer support with one solution — while aligning your team with your product and ai.

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Because Growth Doesn't Have To Be So Hard

Your CRM goes dark after the sale. Your helpdesk only catches fires. Your pm tool doesn't talk to either of them. Meanwhile, your team spends half their day copying information between systems while customers slip through the cracks. There's a smarter way. Say hello to ellocharlie.

With ellocharlie, we see every moment of our customers journey. Allowing us to focus on building a better business.

Sawyer Bateman Founder Shipsidekick, Cofounder EasyPost

Marketing & Sales

Grow a Smarter Pipeline and Close Better Deals

Nimble marketing and sales teams spend too much time working across different tools connecting the dots on inbound and outbound opportunities. ellocharlie solves this with a single platform. From email sequences, to inbound lead forms and schedulers and deal flow management. One platform that enriches, organizes all to make sure you never miss an opportunity.

control every step of your customer journey

Tools to Build Your Revenue Growth Engine

Web Forms

Sales, support, billing, and product events — one chronological feed per account.

Email
Slack
Stripe
Product events

Scheduling

Fire workflows on usage, billing, or webhook — not on CRM field changes nobody updates.

Stripe webhooks
HTTP actions
Branching

Enrichment

Keyboard-first, quick switchers, command palette. Everything under three keystrokes.

Command palette
Shortcuts
Snippets

Pipeline

Keyboard-first, quick switchers, command palette. Everything under three keystrokes.

Command palette
Shortcuts
Snippets

Integrations Include

Onboarding, Training, Learning

Set Customers Up to Win and Watch Them Grow

Onboarding, training, and certification — handled. ellocharlie gives you project templates to launch every customer, a portal so they can track their rollout, and a learning platform that turns new users into certified champions. One platform, one proven path from signup to success.

Accelerate Adoption

Let Your Customers Master Your Product

Projects

Launch every customer with a proven playbook. Track every step, share progress, and never lose a rollout to chaos again.

Templates
Portal
Milestones

LMS

Teach customers your product on their own schedule. Build courses, modules, and lessons that turn new users into power users.

Courses
Modules
Role Targeting

Certifications

Turn power users into certified champions. Quiz them, certify them, and give them the badge that proves they know your product cold.

Quizzes
Certificates
Tracking

Docs

Build a help center customers actually use. Searchable, structured, and always in sync with the product they're learning.

Help Center
Documentation
Feature Experts

Big Picture Analytics & Insight

See Every Signal and Move on What Matters

Every team has data. Few have clarity. ellocharlie pulls signals from across your stack — pipeline, onboarding, product usage, support — into one shared view. See whats working (and whats not), who's at risk, and where to focus next, without stitching ten dashboards together every Monday morning.

Keep Your Eyes On What Matters

Insight That Paints The Big Picture

Dealflow Potential

See which deals are heating up, which are stalling, and where your pipeline is leaking — before the quarter ends, not after.

Forecasting
Deal Health

Onboarding Progress

Track every customer's journey from kickoff to live. Spot the rollouts that need a nudge before they become the ones that churn.

Milestones
At-risk alerts

Product Activity

See who's actually using what. Spot power users worth talking to, dormant accounts worth saving, and features worth investing in.

Usage Trends
Power Users

Account Health

One score that tells you whether a customer is thriving, slipping, or about to churn — long before a renewal call goes wrong.

Health Score
Risk Signals

40%

Avg. reduction in support queue

Typical migration time from HubSpot

Weekly releases shipped in 2025

Align Your Team

Orchestrate Your Team and AI to Cut Through the Noise

Engineers ship. Support investigates. Customers deploy agents that need real data. Coordination across all of it is the hard part. ellocharlie keeps your team, your AI, and your customers in sync — so less time chasing context, more time doing actual work.

Harness Your People+AI Advantage

Less Context Switching, More Big Picture Focusing

Workflows

Move tasks, context, and customers between teams without dropping the ball. Every handoff stays clean, traceable, and on track.

Automation rules
Task routing
Context passing

Experts

Match every conversation with the right specialist on your team. Their knowledge plugs directly into docs, PRDs, and customer conversations.

Expert routing
Knowledge sync
Always in context

Sherlock

AI that helps your team get to the bottom of every issue. Sherlock investigates, suggests answers, and turns chaos into clarity.

Sherlock AI
Smart suggestions
Faster resolutions

MCP & API

Plug ellocharlie directly into your stack, your agents, and your own tools. Open by design, ready for whatever you build next.

Open MCP
Agent-ready
Connect anything

40%

Avg. reduction in support queue

Typical migration time from HubSpot

Weekly releases shipped in 2025

Build Incredible Things

Win Customers, Be Indispensable, Keep Them Forever

The companies that win don't just sell better — they show up better, every single day. ellocharlie gives your team the orchestration to do exactly that: see every signal, act on what matters, and make every customer feel like they're the only one. No matter what you're building, build something customers can't imagine working without.

Try EllorCharlie free for 7 days.

No contract. No credit card. Cancel in a click. If we haven't earned your subscription in a week, we don't deserve it.

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Changelog

We ship every week. Here's the recent.

See all

Apr 12 Shared inboxes, with internal notes v1.24
Apr 4 Stripe webhook triggers v1.23

Sales

Manage every deal from first touch to closed-won. Simple pipeline views, no setup headaches, just sales stuff that works.

Onboarding

From sign-up to first deal tracked, ellocharlie makes onboarding painless so you can focus on building your business, not learning a tool.

Support

Real humans, fast replies. Whether you're onboarding or scaling, our support team has your back every step of the way.

Operations

From pipelines to follow-ups, ellocharlie handles the operational busywork so your team can focus on building, selling, and growing instead of managing spreadsheets.