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CallMerlin
What CallMerlin is
CallMerlin presents itself as an AI Chief of Staff that connects business systems through phone, chat, widgets, desktop, mobile, Slack, and Teams. Its workflows can combine multiple systems, triggers, and an analysis step with auto-inject. Reads may run immediately, while writes, emails, and payment files wait for approval unless direct execution is enabled. The integrations page lists 96 native deep integrations and says more than 900 are available through managed connectors, including HubSpot, Salesforce, Slack, Moneybird, Microsoft 365, Gmail, Stripe, Shopify, and Zoom. Each teammate has an individual PIN, with permissions enforced server-side. CallMerlin states that credentials use AES-256-GCM encryption, connections use TLS, and access uses PIN plus 2FA. Transcripts and AI summaries are kept for up to 90 days by default; audio is not retained. Starter costs €55.00 per month when billed yearly and includes 150 minutes monthly. A 7-day trial is available, but no free plan. Android is closed alpha and iOS is coming soon.
Who it suits
It suits teams wanting one assistant for connected business systems, recurring follow-ups, task sequences, CRM or calendar sync, and multichannel communication. Its approval controls may fit organizations that require review before changes or payments.
What it does well
- Connects 96 native and 900+ managed integrations
- Supports approval before writes, emails, and payment files
- Uses individual PINs and server-side permissions
- Credentials use AES-256-GCM encryption
- Offers recurring follow-ups and task sequences
What to know first
- No free plan
- Android is in closed alpha
- iOS App Store listing is not available yet
- Higher plans are billed annually
Limits
Starter provides 150 minutes, 50 lead lookups, three integrations, one phone number, two PIN users, one dashboard user, and one widget slot per month. Professional and Business raise usage and user limits; Enterprise offers unlimited minutes and integrations but uses custom pricing.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Professional | yearly · €1.308/yr · 400 minutes/month · 75 lead lookups/month · 8 integrations · 1 phone number · 5 PIN users · 3 dashboard users · desktop app · REST API access | €109 a month |
| Business | yearly · €2.628/yr · 1,000 minutes/month · 100 lead lookups/month · 20 integrations · 3 phone numbers · 15 PIN users · 10 dashboard users · webhooks · REST API | €219 a month |
| Starter | yearly · €660/yr · 150 minutes/month · 50 lead lookups/month · 3 integrations · 1 phone number · 2 PIN users · 1 dashboard user · 1 widget slot | €55 a month |
| Enterprise | Custom · Unlimited minutes · 150 lead lookups/month · unlimited integrations, phone numbers, PIN users, dashboard users and widget slots · dedicated support · custom DPA | On request |
As callmerlin.app lists them, read 3 Oct 2026. The maker's own page has the final word.
Getting started
- Open the CallMerlin website
- Start the seven-day trial
- Choose a plan billed annually
- Connect supported business systems
- Set teammate PINs and permissions
- Configure workflows, follow-ups, or synchronization
Verdict
CallMerlin combines business-system workflows, communication channels, integrations, and approval controls. Its paid plans and mobile availability limits should be weighed against the integration and security features listed.
Questions
How much does CallMerlin cost?
Starter costs €55 per month when billed yearly, Professional €109, and Business €219. Enterprise pricing is custom.
Is there a free plan or trial?
There is no free plan. A seven-day trial is available.
Which platforms can I use?
CallMerlin lists Android, iOS, macOS, web, and Windows, along with phone, chat, widgets, Slack, and Teams access. Android is in closed alpha and the iOS listing is coming soon.
Which integrations are available?
The service lists 96 native deep integrations and says 900+ are available through managed connectors, including HubSpot, Salesforce, Slack, Microsoft 365, Gmail, Stripe, Shopify, and Zoom.
Is customer data used to train AI models?
The privacy policy says customer data is not used to train AI models. Conversation messages, audio or transcripts, and files may be sent to xAI for inference.
How long are transcripts kept?
Call transcripts and AI summaries are kept for at most 90 days by default. Audio is not retained.
Facts from CallMerlin's own pages
- AI data use
- The privacy policy says customer data is not used to train AI models and that conversation messages, audio/transcripts and files may be sent to xAI for inference. · callmerlin.app, 3 Oct 2026
- Approvals
- Reads can happen immediately, while writes, emails and payment files wait for approval unless direct execution is enabled. · callmerlin.app, 3 Oct 2026
- Availability limits
- The download page says Android is in closed alpha and the iOS App Store listing is coming soon. · callmerlin.app, 3 Oct 2026
- Company
- CallMerlin identifies Small Guy B.V. as its operator and says it is based in the Netherlands. · callmerlin.app, 3 Oct 2026
- Compliance
- CallMerlin says it is listed in the CSA STAR registries and clarifies that the listings are transparency disclosures, not third-party audit certificates; ISO 27001 and SOC 2 are planned and not yet certified. · callmerlin.app, 3 Oct 2026
- Data residency
- The Trust Center says Google Cloud hosting is in the Netherlands and personal data stays in the EU; its privacy policy notes some AI or telephony data may be transferred to US subprocessors. · callmerlin.app, 3 Oct 2026
- Examples
- Listed integrations include HubSpot, Salesforce, Slack, Moneybird, Microsoft 365, Gmail, Stripe, Shopify and Zoom. · callmerlin.app, 3 Oct 2026
- Headquarters
- Breda, Netherlands · callmerlin.app, 28 Sept 2026
- Integrations
- The integrations page lists 96 native deep integrations and says 900+ are available through managed connectors. · callmerlin.app, 3 Oct 2026
- Permissions
- CallMerlin says each teammate has an individual PIN and permissions are enforced server-side. · callmerlin.app, 3 Oct 2026
- Product
- CallMerlin describes itself as an AI Chief of Staff that connects to business systems and can be used through phone, chat, widget, desktop, mobile, Slack and Teams. · callmerlin.app, 3 Oct 2026
- Retention
- The privacy policy says call transcripts and AI summaries are kept for at most 90 days by default and audio is not retained. · callmerlin.app, 3 Oct 2026
- Security
- The Trust Center states that credentials use AES-256-GCM encryption, data is protected in transit by TLS, and access uses PIN plus 2FA. · callmerlin.app, 3 Oct 2026
- Support
- The Trust Center lists [email protected] and says it responds to privacy requests within 7 days. · callmerlin.app, 3 Oct 2026
- Workflows
- The product supports workflows with multiple systems, triggers and an analysis step with auto-inject. · callmerlin.app, 3 Oct 2026
Where CallMerlin stands on Freedom251
- Sales Follow-Up Software#17 of 42