Description
Caretta is a real-time AI solution specifically engineered for sales calls, empowering sales representatives to navigate complex conversations with confidence and efficiency. Before a call, Caretta generates a tailored game plan and brief, drawing insights from CRM data, past interactions, and relevant documents. This ensures reps are fully prepared, understanding account history and key discussion points without extensive manual research.
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During live sales calls, Caretta actively listens to the conversation and surfaces grounded answers to product and technical questions, provides context-aware suggestions for objection handling, and identifies next steps. This immediate support allows reps to address prospect queries on the spot, eliminating the need to say "let me get back to you" and fostering a more fluid, engaging dialogue. It integrates seamlessly into the call, with the brief and insights available without leaving the conversation.
After the call concludes, Caretta automates critical follow-up tasks. It generates comprehensive call transcripts, AI-powered notes, and updates CRM fields automatically. It also drafts follow-up emails, schedules subsequent meetings, and routes insights to platforms like Slack, significantly reducing administrative burden and ensuring timely post-call actions. The system also evaluates call metrics against defined sales methodologies, providing leaders with actionable insights into team performance and coaching opportunities.
Caretta learns from a company's own knowledge base, including documents, websites, Slack conversations, and past calls, building a robust organizational "brain." This ensures all answers are accurate and grounded in company-specific information. For enterprise clients, Caretta offers advanced features like a state-of-the-art knowledge graph, private VPC or on-premise deployment for stringent security and data residency requirements, and custom data retention policies.
Caretta offers a tiered pricing structure: a free Basic plan for individual reps, a Pro plan at $99 per seat per month for unlimited live in-call features, and a custom-priced Enterprise plan for larger organizations requiring advanced capabilities and bespoke deployments. It is built for B2B sales teams selling complex products in industries such as Compute & Inference, Voice AI, Insurance, Cybersecurity, and for startups building repeatable sales motions.
- CategoryAI Sales Assistants
- Pricing ModelFreemium
- DeploymentCloud, Private VPC, On-premise
- PlatformsMac, Windows
Caretta's Core Features
Real-time answer surfacing during live sales calls
Context-aware objection handling suggestions
Pre-call account and document preparation
Post-call transcripts and AI-generated notes
Automated CRM data updates
Call metrics evaluation against sales methodology
MCP server for AI agent access to calls and todos
Webhooks for delivering call data to external systems
Free forever Basic plan with 10 Pro calls/month
Unlimited live in-call features with Pro plan
Auto-learning knowledge brain from company materials
Customizable KPIs for call scoring
Interactive dashboard for sales intelligence
Private VPC or on-premise deployment for Enterprise
Single Sign-On (SSO) for Enterprise
How to use Caretta?
Download and Connect: Download the desktop app for Mac or Windows, sign in, and connect your calendar and meeting tools.
Prepare for Calls: Caretta automatically builds a tailored brief and game plan for every meeting from your CRM, past calls, and documents.
Engage During Calls: As you speak, Caretta listens and surfaces answers, objection handling, and next steps without leaving the conversation.
Automate Post-Call Tasks: Transcripts, notes, next steps, and CRM fields are automatically written and updated after the call.
Analyze Performance: Review call metrics and insights scored against your sales methodology to identify coaching opportunities.
Customize Knowledge: Caretta learns from your company's own materials (docs, Slack, apps) to provide grounded answers.
Caretta's Use Cases
- Real-time Sales Assistance
- Pre-Call Preparation
- Automated Post-Call Tasks
- Sales Coaching & Performance
- Technical Product Sales
- Founder-Led Sales
- Complex Industry Sales
- CRM Data Management
