Caretta
Caretta provides an AI-powered sales call assistant that supports B2B sellers before, during, and after every call. The platform generates tailored pre-call briefs from CRM, past calls, and Slack, offers live answers and mid-call actions through a "notch" interface, and automates post-call notes, CRM updates, and follow-up emails. It is built for technical sales teams selling complex products like compute infrastructure, voice AI, and cybersecurity.
- Sales Technology
- AI Agents
- Artificial Intelligence
- Software Only
Funding
Raised to date
$500KRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Founder details are not available yet.
Product
Problem
Technical sales representatives often struggle during complex conversations with CTOs and other technical stakeholders, facing hard product questions they cannot answer on the spot. Sales teams also lose time on manual preparation, note-taking, CRM updates, and follow-up tasks that could be automated, which slows deal momentum and causes important signals to slip through the cracks.
Solution
Caretta provides an AI-powered sales call assistant that supports sellers before, during, and after every call. Before calls, it generates a tailored brief with the account story, open questions, and a gameplan pulled from CRM, past calls, Slack, emails, and docs. During calls, a "notch" interface offers live answers, web research, and mid-call actions like booking follow-ups, updating CRMs, and sending payment links. After calls, it automatically writes notes, captures next steps with owners and dates, updates CRM fields and stages, routes product signals to Slack, drafts follow-up emails, and carries memory into future conversations. The system is grounded in the company's own knowledge base—product docs, pricing, battlecards, and past calls—and only answers when it can cite a source, avoiding guesswork on live calls.
Target Audience
Primary customers are technical sales teams at companies selling complex products—particularly in compute/inference, voice AI, cybersecurity, and insurance—including SDRs, account executives, and GTM leaders who need to handle deep technical questions and streamline call follow-through.
Features
- Pre-call brief that synthesizes CRM deals, past call transcripts, Slack threads, email threads, docs, and LinkedIn profiles into an account-specific gameplan
- Live in-call notch interface providing instant answers from product docs, pricing, competitor battlecards, security/compliance answers, and the open web with citations
- Mid-call actions including booking follow-up meetings, updating CRM stages, filing Linear feature requests, and sending Stripe payment links without leaving the call
- Automated post-call workflow that writes call notes, assigns next steps with owners and dates, updates HubSpot fields and stage, and sends product signals to Slack in under a minute
- Follow-up email drafting with decisions and attachments ready for review
- Cross-call memory that tracks what changed, who joined, and what was promised, carrying context into subsequent briefs
- Talk ratio analysis, objection and risk flagging, stakeholder map maintenance, and coaching notes for sales managers
- MCP server with OAuth for AI agent access to call data, plus signed webhooks for integration with external systems