Work smarter with
Charma's AI-powered tools.

Our mission is to help people become better managers so their teams can operate more effectively and with greater clarity. Our AI-assisted tools support you on that journey by helping you save time, conserve mental energy for critical tasks, and bring greater intention to your work.

CharmaAI

UpdateAI

UpdateAI uses your CRM data to generate detailed status updates.

UpdateAI is an intelligent automation tool that simplifies the process of generating status updates and project summaries. It utilizes your organization's CRM data to create relevant, timely, and specific updates tailored to your particular needs. Whether you need weekly updates for cross-functional teams, monthly updates for higher-ups, or project summaries for organization-wide dissemination, UpdateAI has got you covered.

UpdateAI enables streamlined communication by empowering teams to focus on innovation and productivity. Reduce time and effort spent on manual updates, while continuing to enhance the quality of these communications.
UpdateAI - Connect Integrations like Slack, Kira, Asana, Hubspot, and Salesforce, and generate a Status Update with an Introduction, Milestones, and Current Priorities
Charma - AgendaAI

Put meeting agendas on autopilot with AgendaAI.

AgendaAI cuts through the noise of your team’s internal chat tool to extract relevant and timely topics that you should be talking about.

Simply connect your Slack to Charma and choose the conversations you want to stay on top of. AgendaAI will only analyze what you give it permission to, and will generate topics to fuel your meeting agendas and work conversations on a cadence of your choosing.

With the power of AgendaAI, great ideas and critical to-dos will no longer get lost in Slack. AgendaAI will sift through everything for you and identify the things you didn’t know you needed to know.

Giving feedback is hard. FeedbackAI makes it easier.

FeedbackAI is an AI-powered tool that solves the "blank page problem" and helps you write thoughtful and professionally worded feedback. All you have to do is select a few adjectives to get started, and then edit and personalize your generated suggestions. Perfect for managers overseeing multiple departments or individuals new to giving feedback.

The tool also helps managers write and manage performance reviews, including feedback cadences, cutting managers’ most dreaded task down to a fraction of the time it normally takes. Its format is designed to surface both positive and constructive feedback and spark conversation to address any issues. FeedbackAI fosters a supportive culture of gratitude that can boost team morale and celebrates wins.
charma - compare fellow
Charma - surface AI
SurfaceAI

Turn your existing tools and apps into actionable insights with SurfaceAI.

Keeping tabs on all the files and projects your team is working on can be a full-time job. SurfaceAI works with the tools you rely on every day to collect relevant information about your team’s workflows. It automatically surfaces this information in a single feed, giving you more context about what work is being done and who's doing it.

You'll get a broad overview of your projects, new insights into your team's progress, and helpful automations to help you make smarter decisions faster. With SurfaceAI, you can spend less time jumping between different tools and more time making progress.

And now, a word from the teams that use Charma

Easy to use!

“Charma brings all aspects of management, cross-department collaboration, recognition, and performance to one place.”
Debbie R, Vice President of Membership and Community Engagement

Manage meetings, projects & feedback!

“I love that Charma helps manage meetings and keep things organized. I never have to worry about a disorganized meeting or remind someone of a task that was assigned to them.”
Pamela G, Head of the Property Manager Department

Simple and Effective

“Charma is easy to integrate into the team without extensive training, and adoption was rapid. The "Meeting Mode" helps conversations stay on track and allows for easy collaborative note-taking as well as rapid access to a library of notes from previous meetings.”
Chase D, Director of 
Sales Development

Creates efficiencies and saves time

“Charma provides me with a central location to organize tasks, projects and a place to document meeting notes where all participants have access and can contribute. The integrations with other applications such as Salesforce, Google Docs, zoom, and Slack make it an ideal tool for remote teams.”
Marilyn Valace, VP of Sales

Love Charma!

“Super easy, very intuitive, I was able to teach myself the platform within 30 minutes. It's a great way to send kudos to employees as well as build agendas to have more productive 1x1's and meetings.”
Jaime S, Sr. Sales Development Team Leader

The best people management tool

“Charma is very user-friendly. It’s been able to drive accountability across all teams and visibility to workloads. The 360 Review feature has had a major impact on our organization. It was very easy to train and implement and we have received a lot of positive feedback from the team.”
Keydi B, Sr. Business Operations Manager

Best 1x1 software on the market!

"Love that all 1x1 documentation is centralized and organized in one place -- has made life a lot easier for our Sales reps and Managers. With Charma, our Sales team has one system of record for managing task, tracking goals, and receiving continuous feedback. We love Charma!"
Aaron R, Director of Enterprise Sales @ Lucid

Love Charma!

“Super easy, very intuitive, I was able to teach myself the platform within 30 minutes. It's a great way to send kudos to employees as well as build agendas to have more productive 1x1's and meetings.”
Jaime S, Sr. Sales Development Team Leader

Best 1x1 software on the market!

"Love that all 1x1 documentation is centralized and organized in one place -- has made life a lot easier for our Sales reps and Managers. With Charma, our Sales team has one system of record for managing task, tracking goals, and receiving continuous feedback. We love Charma!"
Aaron R, Director of Enterprise Sales @ Lucid

Simple and Effective

“Charma is easy to integrate into the team without extensive training, and adoption was rapid. The "Meeting Mode" helps conversations stay on track and allows for easy collaborative note-taking as well as rapid access to a library of notes from previous meetings.”
Chase D, Director of 
Sales Development

The best people management tool

“Charma is very user-friendly. It’s been able to drive accountability across all teams and visibility to workloads. The 360 Review feature has had a major impact on our organization. It was very easy to train and implement and we have received a lot of positive feedback from the team.”
Keydi B, Sr. Business Operations Manager

Creates efficiencies and saves time

“Charma provides me with a central location to organize tasks, projects and a place to document meeting notes where all participants have access and can contribute. The integrations with other applications such as Salesforce, Google Docs, zoom, and Slack make it an ideal tool for remote teams.”
Marilyn Valace, VP of Sales

Easy to use!

“Charma brings all aspects of management, cross-department collaboration, recognition, and performance to one place.”
Debbie R, Vice President of Membership and Community Engagement

Manage meetings, projects & feedback!

“I love that Charma helps manage meetings and keep things organized. I never have to worry about a disorganized meeting or remind someone of a task that was assigned to them.”
Pamela G, Head of the Property Manager Department

Simple and Effective

“Charma is easy to integrate into the team without extensive training, and adoption was rapid. The "Meeting Mode" helps conversations stay on track and allows for easy collaborative note-taking as well as rapid access to a library of notes from previous meetings.”
Chase D, Director of 
Sales Development

Creates efficiencies and saves time

“Charma provides me with a central location to organize tasks, projects and a place to document meeting notes where all participants have access and can contribute. The integrations with other applications such as Salesforce, Google Docs, zoom, and Slack make it an ideal tool for remote teams.”
Marilyn Valace, VP of Sales

Love Charma!

“Super easy, very intuitive, I was able to teach myself the platform within 30 minutes. It's a great way to send kudos to employees as well as build agendas to have more productive 1x1's and meetings.”
Jaime S, Sr. Sales Development Team Leader

The best people management tool

“Charma is very user-friendly. It’s been able to drive accountability across all teams and visibility to workloads. The 360 Review feature has had a major impact on our organization. It was very easy to train and implement and we have received a lot of positive feedback from the team.”
Keydi B, Sr. Business Operations Manager

Best 1x1 software on the market!

"Love that all 1x1 documentation is centralized and organized in one place -- has made life a lot easier for our Sales reps and Managers. With Charma, our Sales team has one system of record for managing task, tracking goals, and receiving continuous feedback. We love Charma!"
Aaron R, Director of Enterprise Sales @ Lucid

Love Charma!

“Super easy, very intuitive, I was able to teach myself the platform within 30 minutes. It's a great way to send kudos to employees as well as build agendas to have more productive 1x1's and meetings.”
Jaime S, Sr. Sales Development Team Leader

Best 1x1 software on the market!

"Love that all 1x1 documentation is centralized and organized in one place -- has made life a lot easier for our Sales reps and Managers. With Charma, our Sales team has one system of record for managing task, tracking goals, and receiving continuous feedback. We love Charma!"
Aaron R, Director of Enterprise Sales @ Lucid

Simple and Effective

“Charma is easy to integrate into the team without extensive training, and adoption was rapid. The "Meeting Mode" helps conversations stay on track and allows for easy collaborative note-taking as well as rapid access to a library of notes from previous meetings.”
Chase D, Director of 
Sales Development

The best people management tool

“Charma is very user-friendly. It’s been able to drive accountability across all teams and visibility to workloads. The 360 Review feature has had a major impact on our organization. It was very easy to train and implement and we have received a lot of positive feedback from the team.”
Keydi B, Sr. Business Operations Manager

Creates efficiencies and saves time

“Charma provides me with a central location to organize tasks, projects and a place to document meeting notes where all participants have access and can contribute. The integrations with other applications such as Salesforce, Google Docs, zoom, and Slack make it an ideal tool for remote teams.”
Marilyn Valace, VP of Sales

Our mission at Charma

At Charma we work tirelessly to help teams to operate more effectively and with greater clarity by guiding and enhancing the relationship between managers and their direct reports.

The people management tool loved by managers and teams