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KretaOS 101

What KretaOS is

An AI CRM for client-led B2B teams that does its own data entry, remembers every client, and tells each person what to do today.

Updated 29 Oct 2026

KretaOS is a CRM for teams whose business runs on relationships: distributors, manufacturers, agencies, consultants, exporters. It keeps one shared memory of every client and everything said to them, and it fills that memory in for you instead of asking you to type.

Home: the AI Brief line with workspace counts, then the Do now list ranked by value and urgency

What it does

  • Reads your client email. Connect your Google account and mail with the people in your book lands on the right client's page by itself. Held meetings from your calendar are logged too.
  • Logs everything else from a line of text or your voice. Just off a call with a buyer in Surat? Press Log, say what happened, pick the client, done. WhatsApp chats, calls, site visits and meetings all go in the same way.
  • Remembers what matters. From every touch KretaOS keeps the facts a client revealed (they want 180 GSM, they are comparing a Pune supplier, their GST invoice must show the new address) and the promises made on both sides.
  • Tells each person what to do today. Home ranks one list for you: replies waiting, promises coming due, follow-ups, and clients going quiet. Each row has a one-tap Draft, Log, Snooze or Done.
  • Answers questions. Ask AI knows your book, so you can ask "what did Mehta Textiles want last time?" and get an answer drawn from what was actually logged.

Who it is for

Small and mid-sized B2B teams where each person looks after a book of clients and the business depends on follow-through. One person can use it alone. A team shares one book, with an admin who sets things up.

How it is different

  • It does its own data entry. Email syncs, notes become facts, dates are read from what you type. The record stays full without a data-entry habit.
  • Nothing is silently overwritten. Logged touches are kept as you wrote them. A corrected fact is saved as a new version, never rewritten behind your back. Your correction always outranks what the AI worked out.
  • Synced mail stays private. Mail pulled in from your own Gmail is seen by you and the people on the thread, not the whole team by default.
  • Duplicates are never merged for you. KretaOS suggests; an admin decides.

Where to start

Read Finding your way around, then Bring your clients in and Connect Google. The Glossary explains the words you will see on screen.

Related

  • Finding your way around — The side rail, the top bar's Log and Record, the Ask AI pill, search, the bell, and how the phone layout differs.
  • Home and Do now — How Home ranks your day into one list, what each row offers, and how to clear a backlog of late follow-ups.
  • Connect Google — Sync your Gmail and Calendar so client mail and meetings land on the right client pages by themselves.
  • Welcome to your first week — What this course covers, who it is for, and how eight short lessons take you from an empty workspace to a daily habit.
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