Charlie has been a great time saver for the team, as they no longer need to wait to speak to other staff members regarding email communication that may have been received or sent. They can now immediately obtain the information they need and see the full history of communication with our clients, allowing us to assist them in a more effective manner.

With all email communication now automatically captured for us, Charlie acts as a great record keeping application. It has been a great time saver and improved governance has been an important benefit.

Profusion Planning highly recommends Charlie as a fundamental tool for your business.

Stephen Horsten

Director, Profusion Planning

After we migrated all of our software to the cloud, we were searching for a solution to track and save the email correspondence coming in and out of our firm. We have now implemented Charlie across our Accounting and Financial Advice businesses. Charlie helps us get visibility of all incoming and outgoing emails for our clients, without wasting time manually filing each email. The implementation process is quick and painless and Charlie now does the filing work for us.

John Liston

Director, Liston Landers Accountants & Advisers

Charlie is very powerful but also very simple. The value of Charlie lies in the fact that it does not require a large investment of time and makes our practice more efficient. I would recommend Charlie to any organisation that uses email as a form of communication.

Jason Rance

Director & Financial Adviser, Custodian Financial Group