--- title: "Evelyn AI Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Evelyn AI Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10038350/Evelyn-AI/" page_type: "product" language: "en" --- # Evelyn AI Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 25, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Evelyn AI ## What is Evelyn AI? Evelyn AI is a conversational assistant integrated into the Charlie Lounge platform. The assistant communicates in English and handles tasks such as answering questions, adding contacts, sending messages, creating invoices, and managing sales opportunities. Evelyn takes direct action within the system, displaying each step before execution, and retains key business details to streamline future interactions. Evelyn adapts communication style based on preferences, ranging from professional to friendly or creative. After understanding business goals, the assistant creates personalized plans and configures the platform. This functionality allows business owners to concentrate on growth rather than administrative work. Evelyn operates without requiring technical expertise, making platform navigation accessible to users at any skill level. ## What is Evelyn AI used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Evelyn AI?[Manage this product listing](https://www.g2.com/products/charlie-lounge/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Evelyn AI 0.0 VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $29 Flat Rate, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (4,388) Value For Money 0.0 (0) Value For Money 4.0 (3,517) Customer Service 0.0 (0) Customer Service 4.1 (3,527) ## Evelyn AI alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) Highest Rated [Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) [4.9 (442)](https://www.capterra.com/p/207290/Ploomes/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207290/Ploomes/) ## FAQs about Evelyn AI Overview ### What company size and specific industries is Evelyn AI built for? Evelyn AI is designed for entrepreneurs and business owners, as well as small businesses in photography studios, fitness coaching, and marketing consulting. It fits service-based teams that need a tool suited to owner-operated operations and niche professional services rather than large enterprise organizations. Features and Usability ### What are the key features of Evelyn AI? Evelyn AI offers AI Copilot, AI/Machine Learning, CRM, and contact management for sales data organization. It also includes lead management, interaction tracking, and sales activity management, plus calendar management, task management, and workflow automation. Chat/Messaging, chatbot, email management, and SMS messaging support customer communication. Pricing ### How much does it cost and what fees or limitations are included? Evelyn AI starts at $29/month for the Explorer Plan, with a free trial available. The Explorer Plan includes 500 messages per month and a 5% direct commission on payments from referred members. Creator and Visionary pricing is not listed; they add more messages, contacts, and team capacity. Integrations ### Which third-party tools and platforms does Evelyn AI integrate with? Evelyn AI integrates with 10 third-party tools, including Google Ads, Google Calendar, Google Drive, Google Meet, Instagram, Shopify, Stripe, TikTok, WooCommerce, and Zoom. These catalog integrations cover advertising, scheduling, file storage, video meetings, social media, and ecommerce workflows. Getting Started and Support ### What training and onboarding options does Evelyn AI offer? Evelyn AI provides live online sessions, documentation, and videos for training. Live online sessions support guided setup and Q&A, documentation offers written reference material for self-paced review, and videos provide visual walkthroughs of product features and setup steps. Getting Started and Support ### What customer support options does Evelyn AI offer? Evelyn AI provides email/help desk support, a FAQ/forum, a knowledge base, 24/7 live rep support, and chat. No reviewer feedback on support is available in the catalog data, so user experience details such as response speed, helpfulness, or common problems cannot be confirmed. ## Features AI summary Based on 14,838 CRM reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Evelyn AI includes other CRM capabilities that Capterra reviewers also consider important, such as **Contact Management** (**44%**). This feature helps businesses keep customer details organized in one place, making it easier for teams to track relationships, follow up consistently, and manage day-to-day sales communication. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Calendar Management Track and manage schedules and meetings via an integrated calendar Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Email Management Manage, store and organize emails within the system or via third-party apps Interaction Tracking Track interaction history by documenting conversations for contacts Evelyn AI 9 features ### All Features - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Email Management: Manage, store and organize emails within the system or via third-party apps - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Task Management: Create, manage and track all task activities and progression - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10038350/Evelyn-AI/pricing/) Explorer Plan $29.00 Flat Rate,Per Month It includes: - Full Charlie Lounge platform - 500 messages with Evelyn AI per month - Manage up to 5,000 contacts - Up to 3 team members - Unlimited website and form hosting - Automated emails, messages, and reminders - Invoices, payments, and bookings - Access to dozens of tools - 24/7 live support in-platform (via chat bubble) - 5% direct commission on payments from referred members Creator Plan $199 + $29/mo from day 31 It includes: - 1,000 messages with Evelyn AI per month - Manage up to 15,000 contacts - Up to 5 team members - More room for automations and business growth - 7% direct commission on payments from referred members Visionary Plan $499 + $29/mo from day 31 It includes: - Everything in the Creator Plan - 2,000 messages with Evelyn AI per month - Unlimited contacts - Unlimited team members - Maximum room for business and network growth - Priority access to new features - Direct contact with the founding team - 10% direct commission on payments from referred members ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Google Meet](https://www.capterra.com/p/176572/Google-Hangouts/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Instagram](https://www.capterra.com/p/210721/Instagram/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ WooCommerce](https://www.capterra.com/p/225601/WooCommerce/)[ Google Ads](https://www.capterra.com/p/213339/Google-Ads/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.