KretaOS

KretaOS is the client engagement system for B2B teams that live in email, WhatsApp and meetings. It keeps every client's history, memory and promises in one place and does its own data entry.

Connect it and ask Claude about your book the way you would ask a colleague:

• "What did we promise Vertex Logistics?" — the open commitments, with dates.
• "Which clients are going quiet?" — who has not heard from you, ranked.
• "What's on my agenda today?" — follow-ups, promises due and meetings.
• "Show the open deals and which look at risk." — the pipeline with the risk read.
• "What do we know about Priya Nair?" — role, channel, what she said last time.

It sees exactly what you see in KretaOS and nothing more: mail synced from a teammate's own inbox stays private to them, view-only teammates can read but never change anything.

By default the connector only reads. On the Allow page you can let it propose changes — add a task, log a call, update a record, note a promise — and each proposal is shown to you and runs only after you say yes. It never sends a message to a client: sending stays in KretaOS, with its consent checks and your click.

You need a KretaOS seat on a paid workspace. About one AI credit is used per question from your team's monthly credits.