--- title: Charlie Lounge Reviews meta_title: 'Charlie Lounge Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Charlie Lounge works for a business like yours. date_modified: '2026-03-20' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Charlie Lounge Reviews **Vendor:** Charlie Lounge Group **Category:** [CRM Software](https://www.g2.com/categories/crm) ## About Charlie Lounge Charlie Lounge is a cloud-based CRM platform built on GoHighLevel that combines customer relationship management tools with an AI assistant called Evelyn AI. It is designed for small and medium-sized business owners who need to manage contacts, automate communications, schedule appointments, send invoices, and get guidance on using their CRM system. Evelyn AI is a conversational assistant integrated directly into the platform. It stores persistent memory about each user's business — including goals, client details, preferences, and past decisions — and uses this context to provide relevant answers and take direct actions within the CRM. Actions include creating contacts, updating pipeline stages, adding notes, creating tasks, and sending messages. Before executing any action, Evelyn presents a confirmation step so the user can review and approve what will happen. The platform includes a knowledge base of 1,318 guides covering CRM features in English, Czech, and Spanish. Users can ask Evelyn questions about the platform and receive step-by-step answers drawn from this knowledge base. Core features include contact management, sales pipeline tracking, appointment booking, invoice creation, email and SMS marketing automation, website builder, and a social media planner. The platform also includes an affiliate program and live 24/7 customer support provided through Extendly. Charlie Lounge is available in three plans starting at $29 per month. The Explorer plan provides full platform access including Evelyn AI. The Creator and Visionary plans include a one-time entry fee with expanded message limits and additional resources. The platform targets business owners in the United States, Czech Republic, Slovakia, and Latin America who want to reduce time spent on administrative tasks and consolidate multiple tools into a single system. - [View Charlie Lounge pricing details and edition comparison](https://www.g2.com/products/charlie-lounge/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-06+19%3A37%3A25+-0500&secure%5Bsession_id%5D=284783bb-8efe-4288-91a6-81949cacea04&secure%5Btoken%5D=9a856ee179e90929084f81543e2152663be13af69114cbea3f5bd81b41c47730&format=llm_user) ## Charlie Lounge Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Charlie Lounge Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,692 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,254 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,327 reviews)