Caretta

Sales reps are expected to walk into every meeting with full account context, but pulling that together from past calls, documents, and CRM records manually takes time and often gets skipped. During live calls, reps face hard technical questions and objections they cannot always answer confidently, a problem one customer notes is acute when technical buyers like CTOs are on the call. After the call, reps still have to write notes, update CRM fields, and send follow-up emails, work that is easy to defer or forget. One customer describes having previously had to rely on a follow-up email just to deliver information that should have been captured automatically.

Caretta listens to live sales calls and supports reps across three phases. Before a call it pulls context from past calls, documents, and CRM data to build a tailored gameplan and list of open questions for that account. During the call it surfaces answers, objection handlers, and relevant information in real time through an in-call interface described as a 'notch'. After the call it automatically generates transcripts, AI notes, next steps, and updates CRM fields, and routes insights to Slack. A separate module, Caretta Metrics, lets teams define their own definition of a good call, scores every call against it alongside built-in measures for objections, discovery, and talk ratio, and lets users build custom dashboards per rep over different time windows. It integrates with Zoom, Google Calendar, HubSpot, and Slack, and exposes an API, MCP server, and webhooks for connecting AI agents and external systems.