The AI CRM for relationship-led teams

The CRM that does its own data entry.
Then tells you what to do.

KretaOS is an AI CRM that reads your client email and listens when you talk after a call. It keeps every client, deal and promise current for the whole team — and hands each person a ranked list of what to do today.

Sign up with any email · renew automatically or by hand · logging by hand is always free

1 · It comes in
  • EmailPriya NairGmail · synced

    “The updated proposal looks good — we'll confirm this week. Can you send the organic cotton quote by Friday?”

  • VoiceYou, after a callspoken · 9 sec

    “Spoke to Priya. She only takes calls after four, and they're expanding the Indore unit next quarter.”

  • WhatsAppPriya Nairlogged in a line

    “Quote received, thank you. Moving this to terms with finance.”

  • CalendarTerms callThu 3:00 pm

    Priya has added two people you have never met: Rakesh (Finance) and Anu (Operations).

2 · The book updates itself
M
Meridian TextilesClient · Tier 1 · owned by Avi
76 relationship
TimelineEmail from Priya · just now
MemoryWill confirm this week — waiting on the quote
PromiseWe owe · organic cotton quote · Fri
Deal · ₹18LDiscoveryProposalNegotiationWon
3 · Your day re-ranks
  1. Send Priya the organic cotton quoteMeridian TextilesPromise · Fri
  2. Call Rohan about the renewalVertex Logistics · ₹64LQuiet 24d
  3. Reply to Sameer's pricing questionAurora FoodsWaiting 2d

Nobody typed anything into a form. That is the product.

The problem

What you know about a client lives in six places. None of them talk.

Deals are rarely lost in the pitch. They are lost in the follow-up nobody remembered, and in the teammate who left with everything in their head.

Three inboxesWhatsApp chatsCall notes on paperA spreadsheetSomeone's headThe CRM nobody updates→ one book, kept current by itself
Under the hood

One email. Ten jobs nobody had to do.

This is the work a careful account manager does by hand, and mostly skips. KretaOS does it every time, for every message, for everyone on the team.

Email · 10:42 · from Priya Nair

“The updated proposal looks good — we'll confirm this week. Can you send the organic cotton quote by Friday?”

Two sentences. Here is everything that happened next.

  1. Matched the senderPriya Nair at Meridian Textiles — not the other Priya in your book. Possible duplicates are flagged for a person to confirm, never merged on a guess.
  2. Filed itOn the client timeline, inside the thread it belongs to.
  3. Kept it privateMail synced from your own inbox is visible only to the people on it.
  4. Learned two facts“Will confirm this week” and “waiting on the quote” — each stamped with its source.
  5. Spotted a promise“Quote by Friday” became a dated commitment on the ledger.
  6. Set the reminderTied to that promise, so keeping one closes the other.
  7. Re-scored the relationshipAnd re-checked the ₹18L deal for risk.
  8. Re-ranked your dayBy what is at stake, not by what arrived last.
  9. Queued the replyOne tap drafts it from facts on record. Consent is checked before anything is sent.
  10. Logged all of itWho and what changed each record — a history nobody can edit.
A day with KretaOS

It works the whole day. You just show up.

Five moments from one ordinary week, on the real screens. Keep scrolling — each one slides over the last.

Monday08:00

Your day, already briefed.

KretaOS reads your whole book overnight and ranks what matters — by what is at stake, not by what is loudest.

Home

Good morning, Rohan.

Your brief

Vertex Logistics is going cold — 24 days since your last message, with a renewal on the table. Priya at Meridian is waiting on the revised quote, and Aurora Foods replied warm last night.

1Vertex Logistics24 days quiet, renewal on the tableGoing quiet
2Priya Nair · MeridianYou promised the revised quotePromise · Fri
3Aurora FoodsReplied warm — worth a same-day nudgeBuying signal
4Harbour TradingReview at 3:00 pm · 2 open pointsToday 3:00
Monday11:40

Say it after the call.

No forms. It tells you what it will change, waits for your yes, and only says “done” once it is.

Voice · just off a call

One sentence in. Four records out.

You said

“Just spoke to Priya at Meridian. She wants the revised quote by Friday, she's moving to Pune — and move the deal to negotiation.”

  • ✓
    Call logged · today 11:40
  • ✓
    Reminder · quote, Friday
  • ✓
    Remembered · moving to Pune
  • ✓
    Deal → Negotiation
Monday14:50

Walk in remembering.

Ten minutes before the review, one page tells you who decides, what they care about and what you owe them.

ClientActive72 relationship

Harbour Trading

What to know before 3:00

Arjun signs alone under ₹10L. He raised Q2 delivery delays last call; you promised a weekly status mail and have kept it four weeks running.

Prefers WhatsApp after 6 pmYou said it · call, 2 Sep
Budget resets in OctoberRead from email · 28 Aug
  • Email
    Re: October volumes18 Sep · from Arjun
  • Call
    Pricing and delivery2 Sep · logged by voice
  • WhatsApp
    Revised schedule29 Aug · logged
  • Meeting
    Quarterly review14 Aug · 4 people
Monday16:20

See the deal going cold before it does.

Every open deal is checked against the relationship behind it. Silence on a ₹32L negotiation is a risk flag, not a surprise in the review.

Deals · 7 open · ₹1.2Cr pipeline

AI flags risk on every deal.

Discovery
Aurora Foods₹6,00,000New
Proposal
Atlas Manufacturing₹12,00,000Watch
Negotiation
Vertex Logistics₹32,00,000At risk · 34d quiet
Won
Meridian Textiles₹18,00,000Low risk
Friday17:30

The promise, kept.

What you owe and what they owe, on one ledger. A kept promise stays on record — proof you delivered.

Promises

Both ways, dated.

We owe
Revised quotePriya Nair · due Friday✓ Kept · 16:10
Weekly status mailArjun Mehta · due MonOpen
They owe
Signed POAurora Foods · was due Wed2 days late
Draft ready

Nudge to Aurora Foods about the PO. Written from three facts on record.

Review & sendEdit

Waits for you. It never sends on its own.

Client memory

People move. What you know about them comes along.

Every touch is distilled into facts the whole team can read. When a client changes jobs or a teammate leaves, the knowledge stays.

Memory follows the person

Mar 2025 — Arjun joins Harbour Trading. Everything you knew came with him.

Arjun Mehta

Head of Procurement · the facts travelling with him

Prefers WhatsApp after 6 pmLearned at Northwind
Decides fast with two options, not fiveLearned at Northwind
Wants delivery dates in writingLearned at Northwind
Budget resets in OctoberLearned at Harbour Trading

The same is true inside your team: when Meera took over this account in July, she started with all of it.

Every fact shows where it came from

What you corrected outranks what you said, which outranks what was read from a message. A guess never overrides you.

  • Corrected by youwins
  • You said it
  • Read from a message
  • AI's inference

Corrected, never erased

A changed fact keeps its history, so you can always see what you believed and when.

Prefers a phone call in the morningReplaced · 2 Sep
Prefers WhatsApp after 6 pmYou said it · call, 2 Sep
Follow-ups

Nothing slips. Not even the small promises.

KretaOS tracks what you owe, what they owe, and who has gone quiet — so the first thing you do is the one that matters.

Going quiet

Silence is a signal. You hear about it before the renewal, not after.

Vertex Logistics24d
Northwind Traders18d
Kestrel Pharma14d

A ledger of promises

“I'll send it by Friday” becomes a dated promise with a reminder attached.

Revised quote✓ Kept
Weekly status mailMon
Signed PO · Aurora2d late

You set how much it does alone

Follow-ups are written from real facts. Try the switch.

The follow-up is written and parked until you approve it. This is the default.

The whole system

Not a notetaker. The full client operating system.

Everything a relationship-led team runs on, in one place — so nothing has to be copied between tools.

InboxSend and sync from your real Gmail. Replies waiting, oldest first.
Deals pipelineYour stages, your names. Risk flagged from the relationship, not just the date.
Promise ledgerWhat you owe and what they owe. Kept promises stay as proof.
Graph memorySee who knows whom, warm paths in, and where risk is pooling.
Analytics you can checkEvery number shows its working and the records behind it. A monthly report by mail.
Automations“When a client cools, draft a check-in.” Nothing goes out unattended unless you say so.
LibraryDecks and documents with tracked links — know when the proposal was opened.
Bring your bookCSV or Excel in; columns mapped, duplicates flagged, notes mined into facts. Undoable.
Team, web and phoneOwners and collaborators on every client. iOS and Android apps.
Voice

Run your book by talking. In the car, between meetings, in your own language.

Tap the mic and talk to KretaOS like a colleague who knows every client. It answers out loud and does the work while you speak.

  • Ask“Who's gone quiet?” “What did I promise Meridian?” “How did last month go?”
  • UpdateLog the call, add a contact, move the deal, set or close a reminder.
  • DraftIt writes the follow-up or the invite. You press Send.
  • Stay in controlIt reads the change back and waits for your yes.
KretaOS AI · voice

YouKal Aurora Foods ko call karna hai PO ke liye — reminder laga do, subah gyarah baje.

AITheek hai — kal subah 11 baje, “Call Aurora Foods about the PO”. Laga doon?

YouHaan.

AIHo gaya. Reminder kal 11:00 ke liye set hai.

✓ Reminder set · tomorrow 11:00

Englishहिन्दीHinglishગુજરાતીमराठीதமிழ்+ more

It understands major Indian and global languages, or a mix of two, and answers in kind. Choose a female or male voice. Plain dictation never uses AI credits.

Meetings

Record the meeting. KretaOS writes it up.

Tap Record when you sit down. Stop when you stand up. Name the client and the people whenever you like — the notes, the promises and the follow-ups land on their page.

One tap, then forget itPhone on the table, screen locked, in your pocket — the app keeps recording.
Notes you can act onDecisions, what they said, who owes what by when, next steps. Small talk left out.
Who said whatEach voice labelled; name it with one tap and every line takes the name. Hindi, English or a mix.
Ask before you recordA consent line every time. Keep the audio or delete it — the notes stay either way.
Trust

Built to be trusted with your book.

One shared book for the team — while mail synced from a teammate's own inbox stays private to the people on it.

Hosted in IndiaDaily backups and point-in-time recovery.
Consent before every sendPer contact and channel. Built for DPDP; export and erasure on request.
Every action auditedWho did what, when — a log nobody can edit.
EncryptedAt rest and in transit.
Pricing

Pay per seat. Share one pool of AI.

Every seat adds AI credits to one pool your whole team shares. Logging by hand is always free. Pay monthly or for longer, and renew automatically or by hand — your choice.

EARLY BIRDLaunch prices on Starter and Pro — up to 60% off while the offer lasts.

Starter

The AI relationship OS for a small team.

$40$20/ seat / month

Save 50% · early bird price

one seat per person · up to 10

500 AI credits per seat, every monthpooled — your whole team draws from one balance

Choose Starter
  • AI by chat and voice, across your whole book
  • Shared client memory, deals & agenda
  • Gmail send & sync · WhatsApp, calls & meetings logged
  • Automations, analytics & a monthly summary
  • Logging by hand is always free
Most popular

Pro

The AI-native OS for a growing team.

$99$40/ seat / month

Save 60% · early bird price

one seat per person · up to 25

1,000 AI credits per seat, every monthpooled — your whole team draws from one balance

Choose Pro
  • Everything in Starter, plus:
  • Twice the AI credits
  • Monthly PDF report + a summary for every teammate
  • 5 GB Library for decks & docs
  • Onboarding with our team

Business

For firms that run on KretaOS.

Custom

priced for your team

AI credits tailored to youseats and storage too — all tailored to you

Contact sales
  • Everything in Pro, plus:
  • Seats, AI credits and storage agreed per customer — no fixed ceilings
  • Custom onboarding, terms & integrations
  • Priority support

Tell us your team size — we’ll shape the plan around it.

Questions, answered.

The short, honest version. If yours is not here, ask us — a person replies.

Rather talk it through?A 30-minute call on your own client book, with someone who builds KretaOS.

KretaOS is an AI CRM for relationship-led B2B teams. It fills itself in: it reads client email from Gmail, logs WhatsApp chats, calls and meetings from a line of text or your voice, records in-person meetings, and turns all of it into one shared memory of every client — facts, deals and dated promises. Each morning it hands every person a ranked list of what to do today.

A traditional CRM is a database your team has to keep typing into, so it goes stale. KretaOS does the data entry itself from the conversations you already have, remembers what each client said with the source of every fact, tracks the promises both sides made, and tells you who needs you today. You can run all of it by chat or by voice, in Indian and global languages.

Email, WhatsApp, calls and meetings on one timeline. Connect Gmail to send from your real mailbox and have inbound client mail read and filed automatically; meeting invites go out through Google Calendar. WhatsApp chats, calls, meetings and notes are logged in a line of text or by voice today — WhatsApp sending is coming.

Not unless you choose that. By default every draft waits for your approval, and consent is checked before any send. By voice, it never sends at all.

Yes — two ways. Add one in seconds by typing or dictating a description (the AI structures the record), or bulk-import your whole book from CSV/Excel: KretaOS maps the columns, flags duplicates, mines your notes into facts, and the whole batch is undoable.

Yes. Tap Record meeting in the Log sheet (or on a calendar meeting), stop when it ends, and attach the client and the people afterwards. KretaOS transcribes it — Hindi, English or a mix — labels the voices, writes the notes and puts the promises and follow-ups on the client's page. A consent line shows before every recording, and you can delete the audio while keeping the notes.

Yes — that is the point. Owners and collaborators on every client, an admin view across the team, and one shared memory everyone works from. Mail synced from a teammate's own inbox stays private to the people on it.

An Analytics page with revenue, funnel, forecast, activity, relationship health and promises, for you or the whole team over any period — every number shows how it is calculated and the records behind it, and exports to CSV. You can ask the same questions in chat or by voice and get a chart back. A monthly summary arrives by email (for the admin on Starter, for everyone on Pro and Business), and Pro and Business admins also get a PDF report.

Give your client book a memory.