---
title: charles Reviews
meta_title: 'charles Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 33 reviews by the users' company size, role or industry to
  find out how charles works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 33
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Marketing
  url: https://www.g2.com/categories/marketing
---


# charles Reviews
**Vendor:** Charles  
**Category:** [Conversational Marketing Software](https://www.g2.com/categories/conversational-marketing)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 33
## About 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&#39; key products are 📣&amp;nbsp;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.



## charles Pros & Cons
**What users like:**

- Users find Charles to be incredibly **easy to use** , enhancing efficiency and streamlining processes seamlessly. (4 reviews)
- Users praise Charles for its **effective automation features** , enhancing customer communication and streamlining campaigns effortlessly. (3 reviews)
- Users praise the **effective customer engagement** features of Charles, boosting communication and supporting business growth. (3 reviews)
- Users praise the **responsive customer support** from Charles, noting helpful assistance that enhances their overall experience. (3 reviews)
- Users highlight the **significant business growth** achieved with Charles through effective communication and streamlined integrations. (2 reviews)
- Easy Implementation (2 reviews)
- Easy Setup (2 reviews)
- Flexibility (2 reviews)
- Users value the **management efficiency** of Charles, as it streamlines processes and enhances customer reach effectively. (2 reviews)
- Segmentation (2 reviews)

**What users dislike:**

- Users report **buggy features** that occasionally cause minor glitches, but these are usually resolved quickly. (1 reviews)
- Users report **occasional minor glitches** that arise but are typically resolved quickly, minimizing disruption. (1 reviews)
- Users find the service **expensive** , though many agree the investment can be worth it with proper strategy. (1 reviews)
- Users find the **segmentation issues** in Charles frustrating, suggesting enhancements for a better experience. (1 reviews)
- Users experience **occasional minor glitches** in Charles, but they are typically resolved quickly without major disruption. (1 reviews)
- Users note that **technical issues** occasionally arise, particularly with analytics clarity and the flow builder&#39;s functionality. (1 reviews)

## charles Reviews
  ### 1. Taking WhatsApp Marketing to the Next Level

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Furniture | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 24, 2025

**What do you like best about charles?**

We recently tested WhatsApp with Charles, and we’re absolutely thrilled! The user experience is outstanding – everything is intuitive and easy to navigate. What impressed us the most was the quick support and the friendly, professional communication with the team. Charles has truly helped us work more efficiently and streamline our processes. We’re already excited to see the upcoming features! Highly recommended!

**What do you dislike about charles?**

We're already excited to see upcoming futures to take the WhatsApp Marketing to the next level.

**What problems is charles solving and how is that benefiting you?**

Data tracking could be improved.

  ### 2. Awesome C-Commerce Tool!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bastian  F. | Shopify Developer & Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 03, 2021

**What do you like best about charles?**

It's an excellent tool to get in contact with our customers via Whatsapp. Also, Charles is busy helping us with customizations such as collecting phone numbers via thank you page or newsletter for our marketing.

**What do you dislike about charles?**

Since Charles is at the beginning of their journey, not all features we would need are available. Also its running 99% seamless, so we have some issues here and there but nothing too big. I am sure they will improve everything in the future

**What problems is charles solving and how is that benefiting you?**

We want to use WhatsApp as another marketing and customer service tool for our company.


## charles Discussions
  - [What is Charles on Mac?](https://www.g2.com/discussions/what-is-charles-on-mac) - 1 comment

- [View charles pricing details and edition comparison](https://www.g2.com/products/charles/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-13+10%3A35%3A03+-0500&secure%5Bsession_id%5D=30aad710-3c77-4d67-b790-5a63914843c8&secure%5Btoken%5D=f08593564c5a90fe7778c1df86e7e104b39b4981c3546a99b2a835af32992fb3&format=llm_user)

## charles Features
**Messenger**
- Sequencing
- AI
- Video Chat
- Customization Interface
- Generative AI

**Visitor Behavior**
- Targeting
- Guided Selling

**WhatsApp Messaging - WhatsApp Marketing**
- Transactional Messages
- Bulk WhatsApp Messaging
- Conversational Messaging
- Personalization
- Promotional Messages
- Automated Replies

**Channels**
- Social Media Integration
- Website
- Other
- Multi-Channel Marketing

**Templates**
- Library
- Customization
- Optimization

**Reporting**
- Reports & Analytics
- Data Transfer Tools

**WhatsApp Business Platform - WhatsApp Marketing**
- Segmentation
- API Integration
- WhatsApp Commerce
- Analytics

**Customers**
- Audience Targeting
- Profiles
- Analytics
- Lead Gathering
- Sales Conversion
- Customer Service Analytics
- Reporting/Analytics

**Personalization**
- Recommendation
- Content
- Cart Abandonment
- A/B Testing
- Personalized Messaging

**Multichannel**
- Web
- Mobile

**Agentic AI - Conversational Marketing**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Multi-Language

**Additional Functionality**
- Customizable Fields
- API
- Real-Time Notifications
- Lead Nurturing
- Human Handover
- Lead Management
- Product Recommendations
- Customer Experience Management
- SMS Messaging
- Appointment Management
- Chat/Messaging
- Real-Time Monitoring
- Lead Distribution
- Campaign Segmentation
- Data Import/Export
- A/B Testing
- Real-Time Data
- Real-time Conversations
- Customizable Branding
- Lead Qualification
- Template Management
- Autoresponders
- Contact Database
- Customer Segmentation
- One-to-One Messaging
- Communication Management
- Campaign Management
- Activity Dashboard
- Lead Capture
- Appointment Scheduling
- Reporting & Statistics
- Event Triggered Actions
- Chatbot
- Group Messaging
- AI Copilot
- Customer Database
- Multi-Channel Communication
- Email Automation
- Surveys & Feedback
- CRM
- Engagement Tracking

**Administration **
- Marketing Campaigns
- Reports & Analytics
- User Data
- Integrations

**Agentic AI - E-Commerce Personalization**
- Natural Language Interaction
- Proactive Assistance

**Omnichannel Features **
- Retail Management
- POS Integration
- Social Media Integration
- Customer Service Integration
- Marketing Tools
- E-commerce Integration
- ERP Integration

## Top charles Alternatives
  - [Lime Connect (formerly Userlike)](https://www.g2.com/products/lime-connect-formerly-userlike/reviews) - 4.4/5.0 (441 reviews)
  - [Gorgias](https://www.g2.com/products/gorgias/reviews) - 4.6/5.0 (554 reviews)
  - [Fin](https://www.g2.com/products/fin/reviews) - 4.5/5.0 (3,734 reviews)

