Product tour
A complete CRM, with an AI team that does the work for you.
The software you'd expect from a serious CRM, with an AI team doing the work inside it. Here's a look at both halves: the database floor first, then the workers.
The software
Everything a serious CRM has, and well beyond it.
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.
Your AI team
And a specialist for each job.
Answers and books your calls
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.
Brings you new leads
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.
Wins repeat business
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.
Your marketing chief
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.
Catches website leads
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.
Recovers missed calls
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.
Books your calendar
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.
Sends your follow-up
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.
Texts on your behalf
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.
Keeps your pipeline current
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.
Your one inbox
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.
Shows you the numbers
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.
Captures every call
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.
You stay in control
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.
Fills in your leads
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.
Scores your leads
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.
Grows your reviews
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.
Wins back quiet customers
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.
Tracks what needs you
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.
Your one record
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.
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.
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.