What's new on
Charik?

A month focused on day-to-day productivity: more actions available from Gmail, more power on bulk operations, a simpler screen, and wider access for independent workers.

• ✨ Chrome extension V1.6 with Gmail integration: from your Gmail inbox, BCC your emails into Charik to log the exchange on the contact record, create a Charik contact in one click from a conversation, block a contact, or open their CRM record without leaving Gmail.
• ✨ Bulk delete: select several contacts, companies or deals and delete them in one go. You choose whether to include linked records.
• Personal email addresses accepted: Gmail, Yahoo, Outlook.com and other non-business addresses now work at sign-up. Freelancers and independent consultants can finally get a proper CRM without creating a business address first.
• Many visual improvements: revised colour palette, navigation compacted into a side icon bar to free up room for the CRM itself. The goal has not changed: the simplest CRM on the market, without giving up any power.

Three big releases this month: Sales signals, an automatic summary on the contact record, and the Charik Agenda documentation. Repcut, our commissions module, opens in early access.

• ✨ Smart Badges become Sales signals: new name, wider scope. Six families are now monitored, namely hiring (with the type of role detected), contacts changing jobs, companies on the move (M&A, address, financial distress), public tenders, internal CRM alerts and daily prioritisation. Product page: Sales signals.
• ✨ AI summary on the contact record: one click on a record and Charik summarises the exchanges, meetings and notes for that contact. The AI is hosted in France at OVHcloud, so your data never leaves the EU and is not used for anything else.
• ✨ Directors and holding companies added in one click: from a company record, create the director (a contact) or the parent company in one click, with every detail pulled automatically from French public sources. No manual entry.
• ✂ Repcut in early access: a new module to track and pay commissions for your sales team and partners. It plugs into your Charik pipeline and pays partners through Stripe. Take a look at repcut.io.
• Charik Agenda documentation: 10 articles covering the connection, meeting types, sharing, the dashboard, notifications and the CRM integration. Available from the documentation.
• 9 dedicated integration pages: HubSpot, Brevo, Mailchimp, Lemlist, Pennylane, Gmail, Google Calendar, Outlook and Microsoft Calendar. Each one explains the use case, the connection and answers the common questions. Available from Integrations.

A month about opening up: Charik Agenda launches publicly and the Microsoft 365 connection joins Google as a native integration.

• ✨ Charik Agenda officially available: a free online meeting booking tool, a French alternative to Calendly. Live at agenda.charik.app and presented on the new product page Charik Agenda.
• ✨ Native OAuth support for Microsoft 365 and Outlook: connecting to Charik Agenda and to the CRM now works on the Microsoft side too, on equal footing with Google Workspace (Outlook, Microsoft Calendar, Teams).
• ✨ Richer scenarios: tasks alongside emails. A scenario can now schedule tasks (a call, a manual follow-up, sending a proposal) inside the same sequence as the automated emails. You define a complete sales process, email plus human action, for each contact.
• New product page Charik Agenda with use cases, a comparison and an FAQ, plus dedicated documentation to follow.
• VivaTech 2026: a dedicated landing page and partner tickets handed out to qualified sign-ups.

A busy month: we are opening up email automation, connecting the main marketing tools on the market, and publishing a new home page.

• Email scenarios: automated sequences (follow-up series, onboarding, nurturing) triggered from contact records
• ✨ Two-way contact list sync with Brevo, Lemlist and Mailchimp (your lists both ways)
• ✨ Assisted HubSpot import: for teams running both tools side by side or migrating to Charik
• Charik Swipe in early access: a tool for quickly discovering qualified prospects, built into your Charik stack

Three notable releases this month to speed up prospecting.

• Chrome extension: add a contact from LinkedIn or any website in two clicks, with instant enrichment. Free on the Chrome Web Store
• Real-time search engine driven by your ICP: filter by headcount, sector, region, recent signals and seniority. Immediate results across the full 5M+ database
• Electronic signature built into quotes: send, sign and archive without leaving Charik

Charik opens up links between records of the same type, and rounds out its signal monitoring with published job ads.

• Contact to contact links (introducers, referrals, networks of influence)
• Company to company links (groups, subsidiaries, commercial partnerships)
• Deal to deal links (related deals, renewals, contract follow-ons)
• Use cases: law firms, investment funds, recruitment agencies, consulting firms
• Daily detection of job ads published by the companies in your database, a signal of growth and investment

You can now manage your products and generate your quotes directly in Charik, and invoicing moves over to Pennylane in one click.

• Product catalogue with prices, descriptions and options
• Quote creation from an opportunity (product selection, discount, terms)
• Send the quote to the customer by email for approval
• ✨ Native Pennylane connection: an accepted quote becomes a pre-filled invoice in Pennylane, with no double entry
• Payments synced from Pennylane back to Charik opportunities

The private beta is over. Charik opens up to every French small and mid-sized company, with two major features that change a sales rep’s day.

• Public sign-up open: a single price of 58 EUR excl. VAT per user per month, 7-day trial with no credit card
• Sales signals: smart labels applied automatically to contact and company records (hot deal, follow-up due, recent signal, churn risk). Your reps can see at a glance what to handle first
• Complete history of French funding rounds since 2018, cross-referenced with your company database
• New rounds detected daily and attached to the company record

Charik scans your market for buying signals every day. You see what is moving at your prospects before anyone else.

• Daily detection of job changes (new directors, new sales decision-makers)
• Daily detection of public tenders (both won and launched), attached automatically to company records
• Internal notification on the records you follow
• Simple forecasting based on the probability and value of your opportunities

Your exchanges land automatically on the right record, and the company database now covers the whole French economy.

• Two-way sync with Gmail and Outlook / Microsoft 365
• Google Calendar sync for meetings and activities
• Company database extended to 5 million active French companies (INSEE, INPI and the SIRENE database)
• Daily automatic refresh of company details (headcount, directors, administrative status)