Description
Charmie CRM Professional 3.0.3 – The Ultimate AI-Powered Contact Management Solution
Stop wasting time searching for contacts. Let Charmie do the work for you.
Charmie CRM Professional is a powerful, AI‑driven assistant that lives inside your workflow. It connects to your Google Contacts, stores private local notes, organizes contacts into categories, reminds you of birthdays, and even lets you interact via WhatsApp – all while keeping your data safe and under your control.
Whether you’re a real estate agent, consultant, small business owner, or high‑network individual, Charmie transforms the way you manage relationships.
Why You Need Charmie CRM Professional
| You’re drowning in contacts | Charmie finds anyone instantly – by name, phone, email, note, or category. |
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| You forget important details | Attach private notes, labels, and reminders to every contact. Never lose context. |
| You miss birthdays | Charmie alerts you automatically, so you can stay personal and professional. |
| You manage multiple databases | Seamlessly combines Google Contacts with your own local contacts. |
| You want to use WhatsApp | Optional integration lets you message contacts and get answers directly from WhatsApp. |
| You worry about data loss | Daily automatic backups and sync keep your data safe. |
| You need privacy | Your data stays in your own PostgreSQL database – no third‑party servers, no hidden telemetry. |
Key Features
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Smart Search – Search by name, phone, email, notes, or custom categories. Ask “Find all investors in Vancouver” and get results instantly.
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Google Contacts Sync (One‑Way) – Import your Google contacts automatically. Changes you make locally never touch your Google account – you stay in control.
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Local Contacts & Private Notes – Store contacts that never leave your database. Add confidential notes, tags, and reminders.
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Category / Label Management – Create, rename, merge, or delete categories on the fly. Perfect for segmenting clients, leads, or personal networks.
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Birthday Reminders – Never forget a special day again. Charmie proactively reminds you of upcoming birthdays.
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Optional WhatsApp Integration – Enable WhatsApp during setup and interact with Charmie via WhatsApp. Scan the QR code once, and you’re connected.
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License‑Protected & Machine‑Locked – Your license is tied to your machine, preventing unauthorized sharing. Upgrade computers easily with our deactivation/reactivation process.
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Daily Automatic Backup & Sync – Set it and forget it. Charmie can automatically back up your database and sync Google Contacts every day (cron setup available during installation).
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Pure MCP Tool – Runs only when you need it. No background processes, no unexpected network activity.
Who Is It For?
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Real Estate Agents – Keep track of buyers, sellers, and past clients with rich notes and categories.
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Consultants & Freelancers – Never lose a lead’s contact details or important context.
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Small Business Owners – Manage your network efficiently without expensive CRM overhead.
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High‑Network Individuals – Organize hundreds of contacts with ease.
How It Works
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Install on your server or local machine (requires Node.js, PostgreSQL, and a Gemini API key).
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Run the setup wizard – activate your license, configure your database, and optionally enable WhatsApp.
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Sync your Google Contacts (optional) – place your
Credentials.jsonand generate a token. -
Start using Charmie through OpenClaw, your terminal, or WhatsApp.
Pricing
Charmie CRM Professional 3.0.3 – $199.99 (one‑time payment, lifetime license)
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Includes all professional features
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Free updates within the major version
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Email support
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30‑day money‑back guarantee
Ready to Supercharge Your Contact Management?
For questions, bulk licenses, or custom requests:
Email: BusinessBrainSolutions@WealthDaoinc.com
Website: https://BusinessBrainSolutions.WealthDaoinc.com
Charmie CRM Professional – Your memory, amplified.
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