Got a question about Chamallo? Here’s the simple answer.

Chamallo is a CRM: a smart address book that remembers your clients and your sales. What makes it different: it fills itself with your conversations. Your Gmail emails, LinkedIn messages and Google Calendar meetings are filed under the right contact, with no typing.

• Every morning, it tells you who to follow up with and who to reply to.
• It tracks your sales, one-off or recurring, and shows you what’s coming in each month.
• An AI helps you find your next clients, without ever sending anything on your behalf.

For freelancers, independent professionals, small businesses and growing companies who sell services, consulting or subscriptions, and have neither the time nor the wish to maintain a complicated CRM.

Never used a CRM? It’s made for you: no jargon, no fields to fill in for the sake of it.

1. 1Go to the Try it free page.
2. 2Click Sign up with Google. Chamallo only asks Google for your name, email and photo: nothing about your emails or calendar at this stage.
3. 3On the welcome screen, name your workspace (your company, for instance): that’s where your contacts and sales will live.
4. 4Follow the four-step guide (Google Calendar, LinkedIn extension, your day), or click Skip the guide.
5. 5Choose how to start: demo data, an import of your contacts, or an empty workspace.

No credit card needed: the trial lasts 7 days.

No password to remember. Two ways to log in from the Login page:

• Continue with Google, in one click.
• Get a code by email: you receive a 6-digit code to type into the six boxes (or paste: it fills them all, and you are signed in as soon as the last digit is in). You can ask for a new code after 60 seconds (3 codes per hour at most).

Logging in by code only works for an existing account. For your first access, use Google or the invitation link you received by email.

In five minutes, here’s the order that gives you the most value, the fastest:

1. 1Connect Gmail (Settings → Integrations & import): your conversations show up on their own.
2. 2Connect Google Calendar: your meetings are linked to your clients.
3. 3Import your contacts from My network (Gmail, LinkedIn), a CSV file or Google Contacts.
4. 4Install the Chrome extension for LinkedIn.
5. 5Create your first deals and set up your offers (price, billing frequency).
6. 6Open My day every morning: Chamallo tells you what to do.

Yes. On the last step of the getting-started guide, choose Explore with demo data: a fictional company with its clients, opportunities, meetings and messages fills your workspace, so you can see My day, the Inbox and revenue in action.

To remove it: Settings → General → Demo data → Remove demo data. Only the demo records go (and the notes you added to them); your own contacts and deals stay in place. The same card lets you load the demo again later.

Loading and removing demo data is reserved for workspace owners and admins.

Yes, Chamallo works in your phone’s browser, with a navigation bar at the bottom of the screen. You can also install it like an app: in your browser’s menu, choose “Add to Home Screen”.

Pick the shortcuts of the bottom bar (up to 6) in Profile → Mobile menu.

You need an internet connection: there is no offline mode.

Yes, in French and English. On your first visit, Chamallo uses your browser’s language. The interface language is personal: change it in Profile → Language & sounds, and it follows you on all your devices.

The language the AI writes in (emails, analyses) is set for the whole workspace in Settings → Language & AI, by an owner or an admin.

It’s your starting point every morning. At a glance:

• a summary of the day: meetings, overdue follow-ups, unanswered messages, meeting reports to write;
• your key figures: signed today, signed this month, open pipeline, what’s new;
• Your day: today’s meetings;
• the latest additions (contacts, companies, deals).

The Handle in Inbox button takes you straight to what needs your attention.

The Inbox gathers in one place everything that needs action: LinkedIn and Gmail replies from your contacts, follow-ups that are due and meeting reports to write.

You read, you reply by email or LinkedIn without leaving Chamallo, with the contact’s record and deals right next to it. The pink counter in the menu shows how many items are waiting.

• Done: the item is handled and leaves the “To handle” list.
• Snooze: it disappears and comes back when you choose: later today, tomorrow morning, next Monday or in a week.

If your contact writes to you again in the meantime, the conversation comes back to the Inbox by itself.

With the keyboard: J / K to move between items, E for Done, H to snooze until tomorrow morning.

The Inbox only shows conversations with people who are in Chamallo. That’s on purpose: your newsletters and personal emails stay out of the CRM.

1. 1Check that Gmail is connected (or the LinkedIn extension installed).
2. 2Open My network and import the person.
3. 3Their messages then appear on their record and in the Inbox.

On a contact, company or deal record, set “follow up every…”: 7, 14, 30, 60 days or any number you like.

If nothing happens during that time (no email, message or meeting), the follow-up appears in your Inbox, in My day and in the To do column of the Agenda. You can also set a precise follow-up date on a contact, company or deal.

Yes, that’s the follow-up agent. As soon as a record moves (new message, note, meeting, deal stage), it sets a follow-up date on it if it has none, by reading your conversations: Gmail emails, LinkedIn messages, meetings and their notes, notes and calls.

• it starts from commitments made (“I’ll get back to you Thursday”);
• it waits for a meeting already scheduled;
• it looks at who is waiting on whom and the usual rhythm of your exchanges;
• on a deal, it takes the stage and the expected close date into account.

A date set by the agent shows a purple sparkle on the record, with its reason. It never touches a date or rhythm you chose, and it sends nothing: it only sets the date.

For a specific record, open the follow-up menu and click Ask AI: it suggests a date and its reason, which you apply in one click. The agent can be turned off in Settings → Follow-up agent (owners and admins). It is included in every plan.

• N: create a contact (or a company or a deal, depending on the screen).
• /: jump to search.
• ?: open help (this FAQ).
• Esc: close the open record.
• G then D: My day; G then O: Deals; G then P: Contacts; G then C: Companies; G then M: Meetings.
• In the Inbox: J / K to navigate, E for Done, H to snooze.

Yes: on a computer, drag and drop the items of the left menu into the order you like. It’s saved for you. The arrow at the top of the menu collapses it to save space.

A contact is a person (Julie, marketing director). A company is the organization she works for (Acme). A contact is linked to their company, and a company gathers all its contacts, deals and conversations.

In Contacts, the left rail switches between contacts, companies and a dashboard of your address book.

• By hand: New contact button (or the N key), then fill in the record.
• From My network: import the people you already talk to on Gmail or LinkedIn.
• From LinkedIn: + Add to Chamallo on a profile, with the Chrome extension.
• From a meeting: Add this contact on an unknown attendee.
• In bulk: CSV or Google Contacts import.

1. 1Save your spreadsheet as CSV (comma or semicolon separator, both work).
2. 2Click Import a CSV in Contacts, or go to Settings → Integrations & import.
3. 3Chamallo matches your columns to the right fields; adjust if needed.
4. 4Review: each row is marked New, Duplicate or Incomplete. Duplicates are unticked automatically.
5. 5Run the import.

You can import contacts (name, email, phone, job title, LinkedIn, city), companies (name, domain, industry, size, city) or deals, as well as your custom fields.

Yes, in Settings → Integrations & import → Google Contacts: allow access, then Import from Contacts. It’s a one-off import: existing records are completed, never duplicated, personal addresses are skipped and the company is inferred from the email domain.

When importing, a contact you already have (same email) or a company you already have (same domain) is spotted and not created again. From LinkedIn, the extension suggests possible matches with your existing records: you confirm, nothing is linked automatically.

1. 1Open one of the two records (contact or company).
2. 2At the bottom of the record, click Merge a duplicate. A pink badge already flags likely duplicates.
3. 3Pick the other record: likely duplicates (same email, LinkedIn, domain or name) are suggested first.
4. 4Choose the record to keep and, field by field, the values to keep, then Merge.

Deals, activities, meetings, messages, follow-ups and tags of the deleted record move to the kept record: nothing is lost.

Merging can’t be undone. Viewers can’t merge.

• Prospect: a sale is being discussed.
• Client: they signed and their contract is active.
• Churn: they were a client, their contract has ended.
• Lost: the sale didn’t happen.

Good news: there’s nothing to update. The status follows your deals on its own: win a sale and the company becomes a Client; set an end date and it moves to Churn.

They help you decide where to spend your energy:

• Heat (Cold, Warm, Hot): the interest you sense.
• Fit: does this contact match your target?
• Relationship: Champion (actively supports you), Supporter, or Blocker (slows the sale down).
• Decision maker and Economic buyer: who decides, who signs the check.
• For companies: ICP target and Interest.

Ready-made views use them: Decision makers, Hot, Champions, Clients, ICP target… one click away in Contacts.

1. 1Open the contact, then the Activity tab.
2. 2Click Add a note, a call, an email…, pick Note and type.
3. 3Save note: it shows up right away in the activity, with its date.

You can edit or delete a note right in the list. The filter at the top of the activity shows only notes when you need it. It works the same way on a company and on an opportunity.

• Tags: free labels on your contacts and companies (“trade show 2026”, “partner”…), usable as filters in Contacts, the Inbox and LinkedIn.
• Ready-made views and advanced filters.
• List or card display; cells can be edited directly in the list.

Yes, in Settings → Custom fields: short or long text, number, date, checkbox, dropdown, multi-select or link. They appear on records, in filters, at import and at export.

Yes. From the company’s domain (acme.com), Chamallo finds its logo and, with Enrich data (AI), can fill in its description, figures, funding rounds, news and the technologies used on its website.

A deal (or opportunity) is a possible sale: “Website for Acme, €4,000”. It moves from stage to stage in your pipeline until it’s won or lost.

It has a client, an offer, a price, a billing frequency, an expected signature date and a probability of success.

1. 1In Deals, drag the card from one column to another to change its stage.
2. 2To win it, drop it on the Won area (and enjoy the confetti 🎉).
3. 3To lose it, drop it at the bottom of a column, on Lost. It stays viewable and can be restored.

You can also change the stage from the Inbox, while replying to a message.

Yes, with Pipeline stages: add, rename and reorder your stages. By default: Prospect, Meeting, Proposal, Won, Lost.

Each stage can have a minimum probability: a deal entering it goes up to at least that percentage. Won is always 100% and Lost 0%. If you delete a stage, you choose where its deals go.

List what you sell in Offers and pricing: a name, a price, a billing frequency. Then creating a deal takes two seconds: pick the offer and the price fills in. The pipeline and revenue can also be read by offer.

A sale outside the catalog? Choose Custom and type the price.

Choose the deal’s Billing:

• One-off: a single payment (a project, a package).
• Monthly: a subscription paid every month.
• Annual: a subscription paid every year.
• Lifetime: a one-time purchase for good.

Once won, a one-off sale can be split into several payments (deposit, balance…): each one counts in its own month. For a subscription, enter the first payment date and, if it stops, an end date.

Each deal has an owner. The Handled by filter (Whole team / My deals) shows your own pipeline in one click.

Each column shows its total, or its weighted amount: the price times the probability of success. A €10,000 proposal at 30% weighs €3,000. The breakdown separates monthly recurring (MRR), annual (ARR), one-off and lifetime.

Your revenue over the chosen period (this month, quarter, half-year, year or custom), against your goal. It’s split into three parts:

• Existing revenue: what clients signed before the period bring in (ongoing subscriptions).
• New sales: sales signed during the period.
• Expected revenue: open deals, weighted by their probability.

You can view it by pipeline, by offer or by month, and filter by team member.

• MRR: your monthly recurring revenue, all your subscriptions brought back to one month.
• ARR: the same over a year.
• Run rate: your MRR × 12, what you would make over a year if nothing changed.

In Revenue, the MRR view shows it month by month: a monthly subscription counts for its amount, an annual one for 1/12 of its amount each month. You also see the subscriptions won and lost each month, and how much each contract weighs.

The flow decides in which month a sale is counted:

• Signature: the month the client signed (to steer sales activity).
• Start: the month the contract begins.
• Payment: the month the money comes in, installments included (to steer cash flow).

In Revenue, open Goals: set an amount per month, quarter, half-year or year, for the whole team and, if you like, for each person. Chamallo then shows how much you’ve achieved as a percentage.

Only owners and admins set goals; others can view them.

Open their won deal and enter an end date (client status “Churned”). Their subscription stops being counted after that date, and the company moves to Churn. Your history stays accurate.

No, and that’s on purpose: keep your invoicing tool. Chamallo tracks your proposals until they’re signed and files each sale in the right month to steer your revenue. It doesn’t track collections or do accounting.

1. 1Open Agenda then Sync calendar (or Settings → Integrations & import).
2. 2Allow access to Google Calendar.
3. 3Choose the calendars to sync and the start date.
4. 4Recommended: Ignore events without guests, to keep only real meetings.

Your meetings are then automatically linked to the contacts and deals involved.

Yes: New meeting, choose the attendees, the duration and a free slot (your busy slots are shown), tick Add a Google Meet conference. The invitation is sent from your Google Calendar, and the meeting is linked to the client or deal.

Yes. Open the meeting: its Google calendar is shown under the time. The trash icon removes it from Google Calendar and from Chamallo, after confirmation. Guests only get the cancellation if you tick Email guests about the cancellation.

The trash icon only appears if you are the meeting’s organizer. A member can only delete from their own Google account; a viewer cannot delete anything.

It lists your current actions: messages to handle, meeting reports, follow-ups. Drag a task onto a free slot in your calendar to schedule it, mark it Done or postpone it to tomorrow.

Every contact, company or deal to follow up appears in the Follow-ups row at the top of the Agenda, on the day its follow-up is planned (Day and Week views), or in that day’s cell (Month view). An overdue follow-up stays visible today, in pink, with how late it is (D+3).

To change its date, drag it onto another day. On a phone, tap it and pick Today, Tomorrow, In a week or another day. Clicking it also lets you open the record.

The new date replaces the one on the record (and its “every…” rhythm, if it had one). The follow-up agent leaves it alone: it is your choice. Viewers see follow-ups but cannot move them. Nothing is written to your Google Calendar.

After a meeting, Chamallo reminds you to keep a record and send a follow-up. The meeting shows in the Inbox and the Agenda until it’s closed (or its report is marked sent or not needed).

Yes, if you turn on transcription in Google Meet: Chamallo fetches it automatically after the meeting. The AI turns it into a clear analysis: needs expressed, fit with your offer, triggers, buying obstacles, and a recommendation.

Chamallo doesn’t record your meetings itself, and doesn’t work with Zoom or Teams.

Yes. Choose the goal (conversion, onboarding, project follow-up, retention…) and the language: the AI drafts an email from the meeting, checked by a second agent. You review, edit and send it yourself.

Yes, with Manage meeting statuses in the Agenda: Open and Done by default, add your own (“Demo done”, “Call back”…).

1. 1Open My network, Gmail source (or Settings → Integrations & import).
2. 2Click Connect Gmail and allow access in the Google window.
3. 3Your conversations appear on your contacts’ records and in the Inbox.

To rebuild your address book, Chamallo reads headers (sender, recipients, subject, date). No contact is created without your click.

Not yet: Chamallo connects to Gmail, Google Calendar and Google Meet (Google Workspace included), and to LinkedIn through its Chrome extension. Outlook, Microsoft 365, Teams and Zoom are not supported.

Follow what’s coming next on our public roadmap.

Yes, they go out from your own Gmail and appear in your sent messages. On top of that:

• choose the sender among your Gmail aliases;
• schedule sending at the date and time you choose;
• suggest free slots taken from your calendar;
• insert a template.

In Settings → Templates: email, LinkedIn, call, WhatsApp or note. Variables are replaced automatically when sending, for example {{contact.first_name}} for the first name or {{company.name}} for the company. The same variables work on every channel.

It connects LinkedIn and Chamallo, without copy-pasting:

• on a LinkedIn profile, + Add to Chamallo creates the contact and their company in one click;
• your LinkedIn conversations with tracked contacts show up in the Inbox and on their record;
• My network → LinkedIn lists your connections, pending invitations and people to follow up with.

Install it from the Chrome Web Store (offered during onboarding), then click Log in in the extension: it picks up your Chamallo session.

To be transparent: the extension reads your LinkedIn data the way your browser would, which LinkedIn’s terms don’t formally allow. Safeguards greatly reduce the risk, without removing it entirely:

• an adjustable pace (Careful, Measured recommended, Sustained) with hourly and daily quotas;
• random pauses, a time window and optional weekends;
• an automatic 2-hour pause if LinkedIn pushes back;
• no message sent without your click, one at a time.

Everything is set in Settings → LinkedIn, with a sync log.

My network answers one question: among the people you already know, who should come into Chamallo? Pick a source (Gmail or LinkedIn) and find your contacts, those to import, those already in Chamallo, your richest conversations and messages left unanswered.

Nothing enters your CRM without you: you choose who to import.

No. Chamallo prepares: it reminds you who to follow up with, suggests templates, and can schedule an email you wrote. But every message goes out from your click. There are no mass campaigns or open tracking: it’s a relationship tool, not an emailing tool.

1. 1Your company: describe your business, or let the agent read your website and write it.
2. 2The target of each offer (ICP): an agent runs a short interview with you, starting from your current clients. You can also enter it by hand.
3. 3Find companies: ask for 5, 10, 25 or 50 prospects. Each comes with a relevance score and the reason it was chosen.
4. 4Add the good ones to your CRM (with tags), create a deal, or dismiss the others. Flagging “Off target” improves the next suggestions.

Prospecting is included in every plan, trial included. Only your credits limit usage: each plan gives some every month (see the Pricing page), and you can buy more.

The ICP (Ideal Customer Profile) is the portrait of your ideal client for an offer: industry, size, situation, buying signals… Chamallo can infer it from your won deals (leaving out unrepresentative clients) or build it with you through an interview.

Yes: on a company record, Find people starts an agent that reads the website (team, contact, legal pages) and suggests names, job titles, emails and LinkedIn profiles. A second agent removes anything that isn’t proven.

An inferred email address is marked “To confirm”: check it before writing.

Credits pay for the AI searches that bring you new contacts:

• 1 credit per company suggested (those the AI rules out are not counted);
• 1 credit per person found in a company;
• 1 credit per prospecting message generated;
• 5 credits to generate an offer’s target (ICP) — the first generation for each offer is free.

Every plan comes with credits each month (how many depends on the plan), and you can buy more. Your balance shows in Prospecting (“My balance”) and in Settings → Subscription.

Never. It suggests prospects, messages, a follow-up email after a meeting; you review and you send. Nothing goes out without your click, neither by email nor on LinkedIn.

• Write your company description from your website.
• Define each offer’s target and find companies that look like it.
• Find the right people in a company.
• Write prospecting messages (email or LinkedIn).
• Enrich company records.
• Analyze your Google Meet meetings and write the follow-up email.

You don’t need any AI key or subscription: it’s all included.

Chamallo’s AI runs on Google Gemini through Google Cloud, hosted in Europe. Your data is sent only to produce the result you asked for; data coming from Google (Gmail, Calendar) is never used for advertising, in line with Google’s “Limited Use” policy.

1. 1Go to Settings → Team.
2. 2Click Invite, enter their email and choose their role.
3. 3Your colleague gets an email and joins the workspace in one click. The invitation expires after 7 days.

The number of members depends on your plan. If you reach the limit, move to a higher plan.

• Owner: all rights, including the subscription and deleting the workspace.
• Admin: configures the workspace, invites, sets goals, creates API keys.
• Member: works day to day on contacts, deals and messages.
• Viewer: views without changing anything, ideal for management or a partner. Viewers don’t take a member seat.

Yes. A workspace holds a team and its data, completely separate from the others. Create a new one with New workspace at the top of the menu, and switch between them in one click. Each workspace has its own subscription.

Their conversations are on the client records, not in their head: whoever takes over finds the whole history and the open deals. An owner or admin can then remove their access in Settings → Team.

In Settings → General: name, your company’s domain, logo and currency. One currency per workspace.

They are two entry points that let other tools read or change your Chamallo data:

• the REST API, for your scripts and automation tools;
• the MCP server, to talk to your CRM from an AI assistant such as Claude, ChatGPT or Cursor: “Which deals have been stuck for a month?”.

Contacts, companies, deals, meetings, activities, offers, goals… almost everything is available.

1. 1Open Settings → API & MCP.
2. 2Create a key and give it a name (“Claude Desktop”).
3. 3Choose the access: Read only or Read and write, and an expiry.
4. 4Copy the key (it starts with chm_): it will never be shown again.

The Connect an assistant section explains how to set up Claude Desktop, Claude Code or the REST API.

Treat the key like a password. You can revoke it at any time.

The API and the MCP server are reserved for plans that include them (shown as “API & MCP server” in the plan details). Only owners and admins create keys. Each key can make up to 120 requests per minute.

7 days free, no credit card needed, with every feature and a few free credits to try prospecting. The menu shows the days left. You then choose your plan: monthly with no commitment, or annual (cheaper).

The app asks you to choose a plan to continue. In the meantime, your data is kept, and Settings stay available (to export your data, for instance). As soon as you pay, everything is back, just as you left it.

Several plans, from the solo professional to teams of several dozen people. They differ by the number of members and viewers, connected Gmail accounts and calendars, monthly credits, and API access. All of them include the full CRM and AI prospecting.

Up-to-date prices are on the Pricing page. Billing is monthly or annual (cheaper). Prices are shown excluding tax.

1. 1Open Settings → Subscription (or Choose my plan in the menu during the trial).
2. 2Choose Monthly or Annual, then the plan that suits you.
3. 3Pay by card, securely (Stripe). A promo code can be added on your first subscription.

During the trial, you keep your remaining days: nothing is charged before the end of the trial, the date of the first charge.

During a subscription, a plan change is prorated: you only pay the difference.

Only the workspace owner can change the plan, pay or top up credits.

In Settings → Subscription, Cancel button. The subscription stops at the end of the period already paid: you enjoy it until then. The current period isn’t refunded: monthly means no commitment; annual runs until the end of the year paid.

Changed your mind? While the period runs, Resume subscription undoes the cancellation, with no new payment.

In Settings → Subscription → Invoice history: your latest invoices, downloadable as PDF at any time.

In Settings → Subscription, Credits card, Top up button (workspace owner only): pick a pack, pay by card, and the credits are available right away.

Monthly credits are used first and renew every month (no rollover). Purchased credits never expire as long as your account is active.

Yes. You can export it at any time, and it is neither sold nor shared. Each workspace’s data is isolated: nobody else can access it.

In Settings → Exports: choose what to export (contacts, companies, deals, clients), filter, pick the columns and download a CSV file, ready for Excel or Google Sheets.

In Europe: the app is served from servers located in Europe (Vercel, a European region we chose), the database is hosted in Europe (Supabase) and the AI runs on Google Cloud, in European regions. Access to Google (Gmail, Calendar) is encrypted. Our subprocessors are listed in the privacy policy.

In Settings → Integrations & import, disconnect the integration. You can also remove access from your Google account settings.

• Delete the workspace: in Settings → General, owner only. Cancel the subscription first if it’s running.
• Delete my account: in Profile → Security, once you’re no longer a member of any workspace.

Remember to export your data first: deletion is permanent.

Through the chat: the bubble at the bottom right of the screen, or Open the chat in Help & FAQ. A real person from the team will answer. You can also write to hello@chamallo.com.

To answer you faster, the support person sees your workspace (plan, trial, connected integrations) and the screen you are on: no need to explain everything again. Never the content of your emails or messages.

For a question about your personal data: privacy@roadmaphero.com.

An idea or a need? Vote for upcoming features on the public roadmap.