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Methodology
Charik
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Insightly CRM
4.2
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At a Glance
Overview
Charik is a French-built B2B CRM designed for startups, very small companies (TPE) and SMEs. It consolidates prospecting, pipeline and deal management, contact and company enrichment, email automation and sequences, calendar and meeting booking, quote and proposal generation, reporting, and Chrom... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
No images available
Popular among small to medium sized enterprises, Insightly is a SassS-based CRM platform with 1.5 million users globally. Users rely on the solution to manage customer data in a central platform, manage and nurture customer relationships, boost sales, and deliver projects in a timely manner. The ... Learn more
Capabilities
- AI Enabled
- API Available
- Open Source
- CLI Available
Images
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Pricing
Free trial available
Free plan available
Billing type
Recurring Subscription
Charik (Base) - Annual
€17.00
/ month
Charik (Base) - Monthly
€25.00
/ month
Charik Pro (Annual)
€58.00
/ month
Charik Entreprise (Starting)
€460.00
/ month
Free trial available
Free plan available
Unit
Seat
Billing type
Recurring Subscription
Plus
$29.00
per seat / month
Professional
$49.00
per seat / month
Enterprise
$99.00
per seat / month
Pros and Cons
- Combines CRM, email, calendar, enrichment, quoting and reporting into one tool
- Transparent per-user pricing with annual and monthly options
- Data hosted in France (OVHcloud) and GDPR compliant
- Designed for usability and fast adoption by sales teams
- Bilingual support (French & English) with human support included
- Pro features are heavily France-centric; enrichment and signals may be limited for non-French markets
- No public API yet for developers
- Mobile app status is unclear / not clearly available in documentation
- Limited advanced customization reported by some users
- Enterprise pricing may require negotiation and thresholds
- Compatible with Android and iOS devices
- Visual dashboards for tracking important metrics
- Data integrity, security, and regulatory compliance
- Highly flexible appointments, calendaring, and events
- Automated tracking and updates
- No live chat support
- Only available in one language
Reviewer's Segments
Insufficient data to show segment split
Small Business
73.36%
Mid Market
19.64%
Enterprise
7.0%
Deployment
- Cloud based
- Desktop based
- Mobile based
- On-premise
- Cloud based
- Desktop based
- Mobile based
- On-premise
Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
Training
- Documentation
- Live Online
- Videos
- Documentation
- Live Online
- Videos
Integrations
Total integrations:
4
- AnyMeeting
- Asana
- Basecamp
- Box
- Brevo Marketing Platform
- Buffer
- Constant Contact
- Drift
- Dropbox
- Eventbrite
- Evernote
- FreshBooks
- GoToMeeting
- Google Analytics
- Hootsuite
- Hotjar
- HubSpot
- Intercom
- Intuit Mailchimp
- Lemlist
- Lighthouse
- Microsoft Teams
- Mixpanel
- Olark
- PandaDoc
- Proposify
- QuickBooks Online
- Seamless.AI
- Slack
- Smartsheet
- Sprout Social
- Stripe
- SurveyMonkey
- SysTools IMAP Migration Tool
- Trello
- Twilio
- WooCommerce
- Wrike
- Xero
- Zapier
- Zendesk
- Zoom
Total integrations:
40
- AnyMeeting
- Asana
- Basecamp
- Box
- Brevo Marketing Platform
- Buffer
- Constant Contact
- Drift
- Dropbox
- Eventbrite
- Evernote
- FreshBooks
- GoToMeeting
- Google Analytics
- Hootsuite
- Hotjar
- HubSpot
- Intercom
- Intuit Mailchimp
- Lemlist
- Lighthouse
- Microsoft Teams
- Mixpanel
- Olark
- PandaDoc
- Proposify
- QuickBooks Online
- Seamless.AI
- Slack
- Smartsheet
- Sprout Social
- Stripe
- SurveyMonkey
- SysTools IMAP Migration Tool
- Trello
- Twilio
- WooCommerce
- Wrike
- Xero
- Zapier
- Zendesk
- Zoom
Top Alternatives
Categories
Common categories include: CRM Software.
Company Details
- By CHARIK SAS
- Located in Paris, France
- Founded in 2023
- By Insightly, Inc.
- Located in San Francisco, California, United States
- Founded in 2009
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