CRM + AI employee for small sales teams
Every customer relationship.
One brain.
A CRM that keeps every relationship organized and your pipeline moving — with Kira, an AI employee you teach how your company works.
No repetitive admin. No endless setup.
A CRM and an AI employee, built to work together
Example CRM record for Daniel Reyes, VP Operations at Harbor Freight Co: contact details, files, related deals, an activity timeline, the Q4 rollout deal in negotiation at $70,400, upcoming meetings, and a suggestion from Kira to ask for a decision date.
Marcus L.
Example of Kira after a discovery call with Daniel Reyes: it moves the deal to Negotiation with 40 seats, $70,400 and an October 31 close date, adds the requirements, flags the missing decision date, drafts a follow-up and tells Marcus what needs attention next.
The problem
Your CRM probably isn't telling you the truth.
Because your CRM only knows what your team remembers to put into it.
A lead wasn't updated.
A follow-up never happened.
Six tabs to answer one question.
Notes that never made it back.
A forecast nobody trusts.
Your sales data should not depend on everyone remembering to update software.
A different CRM
Most CRMs are databases your salespeople maintain.OrcaStrate works alongside them.
One call, two CRMs. Watch what happens after the call ends — and who does the work.
After the same call: in a traditional CRM the rep types up the notes (12 minutes), updates stage, amount and close date (8), creates follow-up tasks (6), writes the follow-up email (15) and logs it all (11) — 52 minutes of admin before they can sell again. In OrcaStrate, Kira captures the notes and drafts the follow-up email while workflows update the deal, create the tasks and log everything: about one minute and one approval.
The CRM
Your CRM, shaped around how you sell.
See the person, company, deal, activity, and everything your team knows without jumping between disconnected tools.
Set up contacts, companies, deals and custom fields around the way your team actually sells — not someone else's template.
Example customer record for Daniel Reyes, VP Operations at Harbor Freight Co: contact and company details, a timeline of emails, calls and updates from Kira and the sales rep, open tasks, and the Q4 rollout deal in negotiation at $70,400.
Open the customer. See the whole story.
One brain
Every email, call and update. One living record.
Example record for Harbor Freight Co. Daniel Reyes · 2h ago: “Budget approved for 40 seats. Procurement needs an SOW before Thursday.” Kira: attached to the Q4 rollout deal · amount updated to $70,400.
Example record for Harbor Freight Co. Discovery call · 42 min: “SSO and audit log are must-haves. Legal review takes about two weeks.” Kira: 3 requirements added · legal review owner flagged as missing.
Example record for Harbor Freight Co. Marcus L. · note: “Champion is Daniel. Decision expected end of October.” Kira: decision date set to Oct 31 · follow-up reminder created.
Example record for Harbor Freight Co. Kira · summary: “Deal is healthy. One open question: who owns legal review. Ask in Thursday's follow-up.” Kira: summary posted · Marcus notified · nothing left to type.
Meet Kira
Teach Kira like a new hire. In plain English.
Describe the job once. Kira turns it into a skill your team can trust.
- Describe the job
- Type / to add any tool
- Add conditions
- Choose how much he doesDo itSuggestAsk first
Example skill in Kira's editor, “Follow up after a discovery call”, used after any discovery or demo call once the transcript is ready. Kira recaps the call from the transcript, reads the customer's emotion and updates their buyer profile, updates the deal fields, then drafts a short recap in the rep's tone with two meeting times using Gmail and Calendar. If the deal is over the approval limit or the lead sounds hesitant, the deal owner approves the recap first; otherwise it is sent from the rep's inbox, or suggested on WhatsApp if the customer prefers. Then the skill is set live.
Use Get call transcriptWorkflows + Kira
Workflows handle the rules. Kira handles the judgment.
When a call ends, OrcaStrate's workflows and Kira run together — the record is updated, the gaps are flagged and the follow-up is ready before your rep is back at their desk.
Example: a 42-minute discovery call with Daniel Reyes of Harbor Freight Co ends. A workflow attaches the transcript and recording to the deal. Kira reads the call: Daniel needs SSO and an audit log and 40 seats by Q4, and is positive but cautious on timeline. A workflow updates his contact details and moves the $70,400 deal from Proposal to Negotiation. Kira flags what wasn't asked — the decision date and the legal review owner — and drafts a follow-up with a recap and two questions for Marcus to approve. A workflow creates Marcus's task to send the SOW on Thursday.
- Call endsTrigger
- Transcript attachedWorkflow
- Needs & tone readKira
- Fields + stage updatedWorkflow
- Gaps flaggedKira
- Follow-up draftedKira
- Rep task createdWorkflow
Every call logged, updated and followed up — the same way, every time.
Ask Kira
Ask your business what's happening. Get a straight answer in seconds.
Ask in plain words. Kira answers from every email, call and deal already in your CRM — then acts on the answer right away.
Example: Kira answers questions about the pipeline in plain words, shows the deals, leads, objections or calls behind each answer, and offers the next step it can take. Pick a question to see its answer.
Kira's answer to “Why are deals stalling this month?”: 4 deals have sat in Proposal for 14+ days. Three are waiting on pricing approval; one lost its champion. Total at risk: $322k.
For leaders
Ask for the dashboard you need. Kira builds it.
Stop chasing your team for updates. Type what you want to know — Kira pulls the answer from every deal, call and email, rearranges your dashboard around it, and keeps it live.
Example: a sales leader types what they want to know, and Kira rebuilds the dashboard around it from every deal, call and email. Pick a request to see its dashboard.
Try asking
Kira's dashboard for “What changed in the pipeline this week?”: Pipeline moved +$184k this week. Three deals stalled in Proposal for 14+ days — all waiting on pricing. Two follow-ups were missed (Meridian, Sable). Atlas Robotics is likely to go cold without a touch before Friday.
Why Orca
Orcas read every signal around them. Your team should too.
Most CRMs record what was said. OrcaStrate also reads how a client feels and what they need from you next — across every email, call, meeting and message.
- 01 · Full context
Nothing lives in someone's inbox.
Emails, calls, meetings, WhatsApp and notes all land on the same customer, so anyone can pick up where the last person left off.
- 02 · Emotional patterns
Hear what isn't said.
Kira picks up shifts in tone, hesitation, excitement and urgency across every touchpoint, so you know how a lead really feels.
- 03 · The right help
Answer the real concern.
With the whole picture, your team responds at the right moment, in the right way.
Connections
Sales doesn't happen inside your CRM. It happens everywhere.
- Email.
- Meetings.
- Calls.
- Calendar.
- Documents.
- Voice notes.
Keep working where conversations already happen. Let OrcaStrate bring the context home.
Your data stays yours. It's encrypted, never used to train AI models, and Kira only sees what each person's permissions allow.
Gmail
Email
LiveOutlook
Email
Coming soonGoogle Calendar
Calendar
LiveGoogle Meet
Meetings
Coming soonZoom
Meetings
Coming soonGoogle Drive
Documents
LiveNotion
Notes & docs
Coming soonWhatsApp
Calls & messages
Coming soonVoice notes
Mobile capture
Live
Pricing
Unlimited users on every plan.
Pick a plan by how much Kira does for you, not by how many people you hire.
OrcaStrate
For teams getting their CRM in order.
From
$149/mo
- Users
- Unlimited
- Kira actions / mo
- 500
- Contacts, companies, deals and pipelines
- Your own automations with simple rules
- Email support
Need more Kira?
Move to Pro
- Recommended
OrcaStrate Pro
For teams that want Kira doing the admin.
From
$399/mo
- Users
- Unlimited
- Kira actions / mo
- 2,500
Everything in OrcaStrate, plus
- Automations with AI steps
- Ask your pipeline anything
- Basic permissions
- Free migration from your old CRM on annual plans
- Priority support
Need more Kira?
5,000 actions → $49910,000 actions → $699
OrcaStrate Max
For teams running at full volume.
From
$899/mo
- Users
- Unlimited
- Kira actions / mo
- 10,000
Everything in Pro, plus
- Advanced permissions and audit log
- Migration done for you
- Early access to new features like calls and meetings
- A dedicated contact
Need more Kira?
20,000 actions → $1,199
- What's a Kira action?
- One thing Kira does in your CRM: updates a deal, creates a task, logs a call or sends an email. Reading, planning and showing you his plan are free.
- No surprise bills
- When your team runs out of actions, Kira pauses and asks before going further. Nothing is ever charged automatically.
- Pay annually
- Get 2 months free. Annual Pro plans include free migration from your old CRM.
Bring us one sales process you hate doing manually.
We'll show you how OrcaStrate and Kira handle it.
30 minutes. No generic sales deck — we'll map it out live inside OrcaStrate.