# charles Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about charles Software - reviews, pricing plans, popular comparisons to other Conversational Marketing Platform products and more. Source: https://www.capterra.com/p/229087/Charles --- # charles Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) charles ## What is charles? charles is a WhatsApp marketing platform made in Berlin. Its easy-to-use software enables businesses to drive revenue, retention and innovative customer experiences by complementing existing marketing channels with the reach and richness of WhatsApp. It does so by enabling CRM teams to set-up recurring flows and automations based on consumer specific events in a personalized manner. It supports businesses to stay GDPR-compliant and consistently iterate in this new channel while also integrating with select CDP/CRM, service and shop systems such as Shopify, Klaviyo, Emarsys and Zendesk to leverage data for their omnichannel strategy. charles' key products are 📣 Campaigns and 🚀Journeys. With Journeys, you set up and send engaging automated WhatsApp flows – like opt-in flows, WhatsApp product finders and Black Friday campaigns. With Campaigns, you can send outbound marketing messages to your consumers, and track responses. ## What is charles used for? [Mobile Marketing](https://www.capterra.com/mobile-marketing-software/)[Customer Service](https://www.capterra.com/customer-service-software/)[Conversational Marketing Platform](https://www.capterra.com/conversational-marketing-platform-software/) Top alternative Featured Overall rating Based on 21 user reviews Reviews sentiment Positive 90% Neutral 10% Negative 0% Starting price €349 Usage Based, Per Month Free trial not available 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 charles?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://hello-charles.com&name=charles) ## 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. ### charles 4.4 (21) VS. [4.2 (990)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting Price €349 Usage Based, Per Month Starting Price $69 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (21) Ease Of Use 4.0 (958) Value For Money 4.3 (18) Value For Money 4.2 (781) Customer Service 4.7 (21) Customer Service 4.0 (753) ## charles alternatives [4.5 (1,133)](https://www.capterra.com/p/134347/Intercom/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (710)](https://www.capterra.com/p/75130/Marketo-Lead-Management/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 87% of reviewers rated it above 4 stars [4.5 (6,230)](https://www.capterra.com/p/171840/HubSpot-Marketing/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.6 (3,445)](https://www.capterra.com/p/132996/brevo/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/229087/Charles/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Lead Capture 4.1 (9) 44.44% of 9 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers Contact Database 4.0 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Engagement Tracking 4.4 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Tracks metrics that provide insight into how a user interacts with any interface or product Marketing Automation 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions Campaign Analytics 4.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Track and interpret campaign performance metrics Campaign Scheduling 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Set campaign schedules by selecting start, pause, and end dates charles 132 features An @mention is a way to tag or notify a specific person about a message/post Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Agents can view and manage all customer requests and interactions. System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Automatic reply functionality for incoming messages Create and automatically send premade copy in response to customer messages Send messages, notifications, or documents to an entire customer base at the same time Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Set campaign schedules by selecting start, pause, and end dates Group campaigns by project, client, or campaign for better management. Shortcuts for inputting frequently used messages Communicate using direct chat or messages within the system AI-based platform which conducts a conversation via auditory or textual methods Track the amount of clicks on individual products to measure campaign results Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language Manage and track all internal and external communication conducted via calls, email, text, or chat Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Initiate interactions with customers by proactively starting conversations or providing informational content Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Access previous interactions or concerns to maintain customer relationships Visualize and analyze customer experience across all touchpoints and channels Process of dividing customers into groups based on common characteristics Provide online support for your customers through live chat or help desk functionality Tool to send questionnaires to customers to gauge feedback Add customized logos and colors to align with company branding Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Create labels for products that contain required information such as colors, sizes, dates, etc. Import and export data to and from software applications Graphical representation of data Assemble applications and processes by dragging over and arranging pre-built components Send automated marketing emails based on user actions over a predetermined period Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Plan, execute, and analyze email marketing campaigns Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Predefined actions automatically performed on the occurance of specific events Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Used as a promotional or demonstration tool in sales and marketing presentations Ensure compliance with the General Data Protection Regulation protocols Geographic location of visitors determines behavior of the software Group messaging lets multiple people carry on a group conversation Add, edit, and manipulate HTML code directly Store and manage images Organize, prioritize, and manage incoming communications Track interaction history by documenting conversations for contacts Allow the audience to interact or engage with the content Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Store information about leads or contacts and track, manage and nurture them throughout the sales process Real-time alerts or notifications that inform teams about new leads or prospects Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Divide leads into buckets based on predefined criteria and routing rules Manage contacts across multiple mailing lists Ability to chat online in real time Automate workflows and trigger campaigns based on customer actions Send messages to multiple subscribers at the same time Personalize text messages using templates and custom fields Access software remotely via mobile devices Electronic coupons delivered to a mobile device that can be exchanged for a discount Optimize content to ensure it is easily accessible for mobile users Observe and track the demand, usage, progress or quality of a system, product, or user Manage multiple campaigns in one system Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Manage and support multiple languages Send personal messages to clients or attendees Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Adjust communications based on previous interactions or personal preferences Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Enable custom polls/voting to facilitate decision-making or increase engagement Existing bot models for AI-based tools commonly used for auditory and textual conversation methods Preview materials before finalizing projects Copy on the page or chat window encouraging the user to engage with the chat option Streamlining repetitive tasks and activities through automated and predefined workflows Reporting on how each user, task or process has advanced since its initiation Matrix barcode that stores information Monitor wait time and abandonment for incoming requests that have not been routed Analyze and gain insights into data in real-time Engage in direct, instant messaging with consumers Send and receive messages in real-time via an online communication channel Receive data and information in real time Active monitoring of systems, applications, or networks Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) Reports specific to sales analysis for trends and strategies Send individual or bulk text messages at predetermined times Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Add or remove subscribers from mailing lists Allow customers/users to submit support queries and service requests Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes View messages sent by both parties during the chat conversation Interact with data visualization elements, such as charts and graphs, to drill down into data Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.2 (21) 4.2 Based on 21 reviews ## Pricing Value for money 4.3 (18) Basic €349.00 Usage Based,Per Month Value for money 4.3 (18) 4.3 Based on 18 reviews ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Meta for Business](https://www.capterra.com/p/213257/Facebook/)[ WooCommerce](https://www.capterra.com/p/225601/WooCommerce/)[ Typeform](https://www.capterra.com/p/137289/Typeform/)[ Klaviyo](https://www.capterra.com/p/156699/Klaviyo/)[ Gorgias](https://www.capterra.com/p/155357/Gorgias/) 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 Customer Service 4.7 (21) 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 Customer Service 4.7 (21) 4.7 Based on 21 reviews ## User reviews Overall rating 4.4 Based on 21 reviews Filter by rating 5(11) 4(8) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent ML Marina L. Specialist E-Mail Marketing Retail ### "Efficient, proactive and customer-oriented" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 4, 2024 Our collaboration with the service provider Charles for WhatsApp has proven to be very positive. Right from the start of the collaboration, we were supported at all times and Charles was proactive in the implementation. This continues in day-to-day use, where we have always had very good experiences. Individual requests, such as connecting to other systems, were also implemented without any problems and efficiently. Charles actively and intensively exchanged ideas with other service providers to guarantee us the best and fastest possible solution. In addition, we continue to be proactively presented with ideas and further developments that are perfectly tailored to our business model and our goals. Pros It is very user-friendly and intuitively designed. You will receive immediate help if questions or problems arise and possible developments tailored to your individual journey will be presented. Cons At the beginning there were technical difficulties with sending messages to all contacts, but these were immediately noticed and resolved by Charles. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. OT Olivia T. Marketing Manager Consumer Goods ### "Good experience and support" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 12, 2024 Pros Good experience, support and user-friendly platform. Cons Flexibility with internal e-commerce integrations. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LS Louisa S. E-Commerce Manager Consumer Goods ### "Great tool, great support" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 8, 2024 Pros Compared to other tools, Charles offers the ability to seamlessly connect WhatsApp marketing with email marketing via Klaviyo. This effortless integration allows us to pursue an effective multi-channel marketing strategy for both retention and acquisition. The ease of use of the tool makes it particularly intuitive to use, and ideal for planning campaigns and aligning them with business objectives. In addition, the team is very committed from the onboarding phase to success management and is always available to provide support and maximize the success of our marketing activities. Cons While still being a relatively new tool, charles is on the pricier side and still needs some development in analytics for campaigns, customer insights and flows. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JF Johnathan F. Online Marketing Manager Retail ### "Highly Recommended!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 8, 2024 Pros \- The SMS marketing Campaigns. - Simple Set up for Website hooks. - Plenty of integrations to choose from. - Helpful staff and customer service. Cons \- Was tricky to set up CTWA campaigns. - Expand video Tutorial section. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IK Ibrahim K. Head of E-commerce Consumer Goods ### "Ibrahim Koc" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 1.0 1.0 Likelihood to Recommend 10/10 March 29, 2024 Pros The interface is very useful and fast. It is very nice that it can be integrated with many apps. Cons It is a pity that there is no mobile app. The price is also more expensive than others. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Silvia S. Marketing Manager Apparel & Fashion ### "Great tool for whatsapp communication" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 27, 2024 Pros Easy to implement and to use, user interface is very simple and usable also from other "less expert" team member. Very good customer support, fast responses and always trying to help you in your strategy. Cons It would be great to have more integration (i.e. Salesforce, Zendesk etc). Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Domenico M. ecommerce Manager Textiles ### "Empowering Marketing and Customer Engagement with Hello Charles" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 15, 2023 Pros What I liked most about Hello Charles is its remarkable capability to manage marketing campaigns on WhatsApp. This feature has been a game-changer for us. The ability to interact with our customers in real-time has not only streamlined our communication but also significantly boosted our conversion rates. The platform's intuitive design and efficiency in handling customer queries have greatly enhanced the quality of our customer dialogues, fostering a stronger connection with our brand. Cons As of now, I am thoroughly satisfied with Hello Charles and its offerings. It has seamlessly integrated into our workflow, and we haven't encountered any major issues. However, as with any software, there is always room for enhancements. I look forward to seeing future updates that might bring even more innovative features or improved user experience. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CF Caroline F. Customer Happiness Consumer Goods ### "Charles is tippi toppi " 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 21, 2023 Pros Mich überzeugt die persönliche Betreuung vom Charles Team. Anliegen und Probleme werden direkt addressiert und versucht zu lösen. Top! Wir nutzen Charles aktuell um Kundenanliegen zu lösen. Zukünftig mehr Marketingkampagnen. Unsere Kunden schätzen den individuellen und schnellen Kontakt über WhatsApp - auch außerhalb der Geschäftszeiten. Cons \* Interner Aufbau der Einstellung finden wir zu unübersichtlich\* Wir hätten gern mehr Farben in der Tagauswahl\* Aktuell nur eine Verbindung mit einem Shopify Shop möglich (DE) - wir haben allerdings noch weitere Shops \* Wunsch nach mehr NPS Aussagen zu Nachrichtenzeit, Bearbeitungszeit etc. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KH Kristin H. Team Lead Customer Service Textiles ### "Charles is recommended " 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 August 8, 2023 Overall recommendable. Friendly staff. Pros Customers appreciate contact via WhatsApp Cons Technical problems and failures again and again Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 17, 2023 Hey Kristin, thanks for your comments, we're happy to hear your customers like hearing from you on WhatsApp. We're really sorry to hear about technical problems. This is not what we want to happen for our clients. Make sure you report any issues and we will do our best to fix them. Best, charles DG Dennis G. Owner Cosmetics ### "It\`s a good Tool" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 August 1, 2023 Benefits: Mobile Marketing about Whats App Pros \- Whats App Marketing- Live Chat in every Browser at every time Cons It\`s complicated to search for more demo videos or learning material for check up the tool Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor August 17, 2023 Hey Dennis, thanks for taking the time to let us know your thoughts. All feedback is appreciated. We upload new demo videos all the time, please talk with your Success manager so we can find a way to make them easier to find. Thanks again! charles [View all Reviews](https://www.capterra.com/p/229087/Charles/reviews/) ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)