Looking for a CRM? You're getting a lot more than that.
Don't let your CRM hold you back.
Cadrey is an Agentic CRM. It does the work, it does not wait for you to do it. Give it one signal, a phone call, a new lead, a reply, and Cadrey runs the whole play to a finished outcome, then brings you the few decisions that actually need you. You set how much it handles on its own, and you stay in control.
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▦Your CRM
Jordan Avery
Avery & Co.
- Open deal
- $12,400
- Stage
- Proposal
- Last touch
- Inbound call, today
✦Cadrey, on the job
Answered the inbound call from line 2, qualified the account against your pricing spec, and booked the consultation for Thursday at 2:00 PM.
Your records on the left. Cadrey doing the work on the right, with the next move ready for your yes.
What is Cadrey?
A complete CRM today. A whole team you can grow into.
Start with the CRM you need now. Then turn on the workers and connections that fit your business. Here is some of where it can go.
Receptionist
Answers your calls and texts and books the work, in your brand voice.
Find new leads
Sources people who fit who you sell to, and starts the conversation.
Keep customers
Stays in touch for reviews, referrals, and repeat work.
Sterling, your marketing chief
Ask anything, grounded in your real numbers.
Email and sequences
Multi-day follow-up that goes out in your brand voice.
Phone and text
Your own business numbers for calls and texts.
Calendar sync
Two-way with Google and Outlook, so nothing double-books.
Payments
Take deposits and payments with Stripe, right from a booking.
Turn on what you need, when you need it.
Sound familiar?
Every day, business slips through the cracks.
A call comes in while you're busy, and it goes unanswered.
Leads go cold before you get a chance to follow up.
You're the bottleneck everything has to run through.
Records fall behind the minute things get busy.
The follow-up that would close the deal never happens.
You're stuck doing busywork instead of growing.
The problem
Most CRMs are passive. Cadrey is agentic.
A passive CRM
It waits for you. It does not find leads, answer your calls, or keep itself current. So the follow-ups and the data entry land back on you, usually after hours.
An Agentic CRM
Cadrey does the busywork. It answers your phone, handles your follow-ups, and updates your records, then brings you the finished results to approve. You focus on running and growing your business.
Cadrey is an Agentic CRM, built to do the work, not just hold your data.
One signal, a finished outcome
Watch one call do a whole day's work.
A passive CRM gives you a place to type notes after the call. Cadrey takes the call and runs the entire play, on its own.
Inbound call to a plumbing company
“Hi, I've got a leak. Can someone come quote it?”
Answers in a real voice, day or night, and tells a real lead from spam.
Understands it is an on-site job, so it asks for the address. It reasons, it does not read a script.
Checks your real calendar, offers open times, and books the appointment.
Builds one contact record: name, phone, email, address, and what they need.
Updates the record, creates your follow-up task, and sends the confirmation.
Summarizes the call, reads the caller's sentiment, and flags anything it could not answer so you can teach it.
Suggests the next move, like opening a deal for the quote, for you to approve.
One signal in, a finished outcome out. You step in only for the move that matters.
The software
Everything you expect from a serious CRM, kept perfectly current for you.
Your records, deals, and conversations stay up to date on their own, so you open it and everything is already right.
Contacts and companies
One clean record for every person and business, with the full history of every call, text, and email in one place. Click any row to see everything.
Deals and what's in progress
See every deal you're working and exactly where it stands, down to the dollar. Your AI team keeps it current, so you never log a deal again.
One inbox for calls, texts, and email
Phone calls, texts, web chats, and emails all land in one place for each person, always at hand.
Follow-up that actually happens
Follow-ups and reach-outs go out in your brand voice, strictly after your approval, so the wording is always yours.
Reports you can trust
Open any number to see the actual call or email behind it, so you can check the work yourself.
Your own calendar and booking
Cadrey books appointments straight onto your calendar and confirms them, while respecting the times you're actually free.
Meet your AI team
A specialist for every job, working while you run the business.
Your AI team does the work and brings it back finished. Sterling, your marketing chief, advises you straight from your real numbers. The other workers stay focused on one job each.
Answer and book the leads who contact you
When someone calls, texts, chats, or emails, this worker answers in your brand voice right away, day or night. It figures out what they need, follows up so they never go cold, books the appointment, and brings you the ones that need a person, already prepped for your approval.
Learn more →Get new leads
Tell Cadrey who your best customers look like. This worker sources people and businesses that match your parameters, starts genuine conversations by email and text, and hands the people who reply straight to your calendar to finalize the booking.
Learn more →Follow up with past customers
After a job or engagement is done, this worker stays in touch. It keeps up automated touchpoints, asks happy customers for five-star reviews and referrals at the right moment, and reactivates accounts that have gone quiet. It is your highest-margin business growth.
Learn more →Marketing advice, anytime
Sterling is your marketing chief, grounded entirely in your actual business numbers. Slow month? Not sure how to price a job or scope an engagement? Need ad copy or a second opinion on a tricky lead? Ask. Sterling tells you exactly what it knows, and exactly what it does not.
Learn more →Chat with visitors on your website
A chat that lives on your website and answers in your brand voice around the clock. It greets visitors, answers their questions, captures the lead onto one record, and books the appointment. When a conversation needs a person, it hands it to you already prepped.
Learn more →Text back every missed call
When a call comes in that no one can answer, this worker texts the caller right away in your brand voice, asks what they need, and starts a conversation. It follows up, books the appointment, and brings you the ones that need a person, so a missed call is not a lost customer.
Learn more →Book appointments onto your calendar
This worker books appointments straight onto your calendar and confirms them, while respecting the times you are actually free. It syncs two-way with Google and Outlook so nothing double-books, sends reminders, and handles reschedules, so you stop playing phone tag.
Learn more →Follow up by email in your brand voice
This worker writes and sends multi-touch email follow-up in your brand voice, so leads never go cold while you are busy. Every message is drafted for your approval, sent on the autonomy level you set, and paused the moment someone replies, so nothing feels like a robot.
Learn more →Answer and follow up by text
With your own business numbers, this worker answers and follows up by text in your brand voice. It replies to questions, sends reminders, follows up on quotes, and books the work, all in the channel your customers answer fastest, with every message yours to approve.
Learn more →Keep your deals up to date on their own
See every deal you are working and exactly where it stands, down to the dollar. Your AI team keeps it current from the calls, texts, and emails as they happen, so you never log a deal again, and points out the ones that need a nudge before they stall.
Learn more →One inbox for calls, texts, and email
Phone calls, texts, web chats, and emails all land in one place for each person, always at hand. No more digging across apps to find what was said. Your AI team keeps the record current, so the full history of every conversation is right there when you need it.
Learn more →Reports you can trust
See your activity, conversions, and where your business stands, with reports that stay current on their own. Open any number to see the actual call or email behind it, so you can check the work yourself. No black-box dashboards, just numbers you can trust.
Learn more →Call recordings and transcripts
Every call your AI team answers is recorded, transcribed, and summarized onto the record. You get a text summary with the recording one tap away, so you can catch up on any conversation in seconds and see exactly what was said and promised.
Learn more →Approve every move that matters
You decide how much your AI team runs on its own. The moves that matter come to you to approve in one tap, you can edit anything before it goes out, and you can take over or step in any time. You see everything the team does, and nothing sends without your yes.
Learn more →Fill in a lead's details from public sources
When a lead lands, this worker fills in the details from public sources, the company, the role, the numbers you were missing, so you are not typing them by hand. Everything lands deduped on one clean record, ready to work, with nothing sent to the lead unless you say so.
Learn more →See which leads fit who you sell to
Tell Cadrey who your best customers look like. This worker gives every lead a fit score against that, so you can see at a glance which ones match who you sell to. It puts the strongest fits in front of you first, so you spend your time on the leads most likely to become customers.
Learn more →Ask for reviews and referrals at the right time
After a job or engagement goes well, this worker asks your happy customers for a five-star review and a referral, at the moment they are most likely to say yes. Every request goes out in your brand voice, on the autonomy level you set, so the ask always sounds like you and never like a machine.
Learn more →Win back customers who have gone quiet
This worker watches for customers who have gone quiet and reaches out to bring them back, in your brand voice, at a pace that never feels pushy. It reactivates the accounts worth another try and points out the ones worth a personal call, so old customers turn back into repeat business.
Learn more →Keep track of your tasks and reminders
Every task and reminder in one place, tied to the person or deal it belongs to. Your AI team sets the follow-up reminders from your calls, texts, and emails, and points out what needs you next, so the thing you meant to do never falls through the cracks while you are busy.
Learn more →One record for every person and company
Every contact, company, deal, and conversation on one clean record that keeps itself current. New leads land deduped, so you never chase the same person twice, and the full history of every call, text, and email is right there. Click any row to see everything about a customer at once.
Learn more →One brain, one record
The workers share a single brain and record, so a phone lead is the same person the drip nurtures.
Work arrives finished
It lands on your desk completed, with the next move ready for your one-tap yes.
You set the autonomy
You decide how much it runs on its own. See every call and message, and step in any time.
Built on frontier models from OpenAI and Anthropic. Cadrey shows its work, never fakes an answer, and you decide how much it runs on its own.
The plan
Up and running in three steps.
Move in
Bring your contacts and deals into one place and connect your number, email, and calendar. It takes minutes, not weeks.
Establish your voice and your rules
Tell your AI team how you talk and how you want things handled. It works the way you would, not like a robot.
Let it work, and stay in control
Your AI team handles the records, the follow-ups, and the bookings. You decide how much it runs on its own, the moves that matter come to you to approve in one tap, and you can step in any time.
Start your day with decisions, not a backlog.
Your morning begins with a short list of high-leverage choices, not an inbox to clear or records to update. Nothing slips. Your hours go exactly where your personal touch adds the most value.
It works
“Cadrey wrote the emails, answered and replied to the calls, booked the appointment, prepped me for the first meeting, and now manages the follow-up. It has already turned cold leads into four real opportunities I'm working now. It just works.”
Dwight Davis
Founder, Dwight Davis Consulting
Pricing
Start free. The CRM is yours at no cost.
See everything Cadrey can do in one place, then start free.
Questions
Common questions
- What is Cadrey? +
- Cadrey is an Agentic CRM: a complete CRM with an AI team that does the work for you. You get everything you'd expect, contacts, companies, deals, follow-ups, one inbox for your calls, texts, and emails, calendar, and reports. The difference is what happens next: give Cadrey one signal, a call, a new lead, a reply, and it runs the whole play to a finished outcome, understanding the need, booking the appointment, and building the record. A passive CRM just holds your data. Cadrey acts on it. You decide how much it runs on its own, and stay in control.
- What is an Agentic CRM? +
- An Agentic CRM is a CRM where AI agents do the work, not just store it. "Agentic" means the AI self-directs toward the goals you set, without step-by-step instructions, the leap from a chatbot you talk to, to an agent that actually does things. In Cadrey that means it takes one signal and runs the whole play, answering, reasoning, booking, and building the record, then brings you the decisions that matter. You set the goals and decide how much it runs on its own, the agents handle the steps.
- How is this different from a traditional CRM? +
- A traditional CRM is a place for you to do the work: you log the calls, update the deals, and chase the follow-ups. Cadrey is a CRM where an AI team does that work for you. You still get the clean records, deals, and reports you expect, but instead of doing the data entry yourself, you review and approve work that is already done.
- Will it replace my real-world staff? +
- No. Cadrey is built to multiply your time, not replace people. The AI team takes the repetitive busywork off your plate, the logging, the chasing, the after-hours replies, so you and your team spend your hours on the customers and the work that grows the business. It builds the team you could not afford to hire and removes the daily data friction.
- Do I stay in control of what it does? +
- Yes. You decide how much Cadrey runs on its own. It handles the routine on its own and brings you the decisions that matter to approve. It shows its work, so you can read every message and recording, edit anything, or take over any time. Your data and records are yours.
- How much does it cost? +
- The CRM is free to start. From there you get capabilities as you need them, finding leads, sending emails, web chat, a receptionist that answers your phone, marketing help, and you'll see each price in the app at the moment you turn it on. No setup fees, no long contracts. Start free, email required, no credit card.
- How long does setup take? +
- Minutes, not weeks. You connect your existing business number or get a new one, set your voice and your hours, and your AI team is live. There is nothing to install.
Ready to get your time back?
Start free today. Your AI team is up and running within minutes, while you retain total manual control over every single move.