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OrcaStrate

CRM + AI employee for small sales teams

Every customer relationship.
One brain.

A CRM that keeps every relationship organized and your pipeline moving — with Kira, an AI employee you teach how your company works.

Book a demoMeet Kira

No repetitive admin. No endless setup.

A CRM and an AI employee, built to work together

Example CRM record for Daniel Reyes, VP Operations at Harbor Freight Co: contact details, files, related deals, an activity timeline, the Q4 rollout deal in negotiation at $70,400, upcoming meetings, and a suggestion from Kira to ask for a decision date.

Example of Kira after a discovery call with Daniel Reyes: it moves the deal to Negotiation with 40 seats, $70,400 and an October 31 close date, adds the requirements, flags the missing decision date, drafts a follow-up and tells Marcus what needs attention next.

The problem

Your CRM probably isn't telling you the truth.

Because your CRM only knows what your team remembers to put into it.

  • A lead wasn't updated.

  • A follow-up never happened.

  • Six tabs to answer one question.

  • Notes that never made it back.

  • A forecast nobody trusts.

Your sales data should not depend on everyone remembering to update software.

The CRM

Your CRM, shaped around how you sell.

See the person, company, deal, activity, and everything your team knows without jumping between disconnected tools.

Set up contacts, companies, deals and custom fields around the way your team actually sells — not someone else's template.

Example customer record for Daniel Reyes, VP Operations at Harbor Freight Co: contact and company details, a timeline of emails, calls and updates from Kira and the sales rep, open tasks, and the Q4 rollout deal in negotiation at $70,400.

Open the customer. See the whole story.

Meet Kira

Your best rep's habits, done by Kira on every deal.

Describe the job once. Kira turns it into a skill your team can trust.

  1. Describe the job
  2. Type / to add any tool
  3. Add conditions
  4. Choose how much he does
    Do itSuggestAsk first

Example skill in Kira's editor, “Follow up after a discovery call”, used after any discovery or demo call once the transcript is ready. Kira recaps the call from the transcript, creates a follow-up task for everything the rep promised, updates the deal fields, then drafts a short recap in the rep's tone with two meeting times using Gmail and Calendar. If the deal is over the approval limit or the rep is still onboarding, the deal owner approves the recap first; otherwise it is sent from the rep's inbox, or suggested on WhatsApp if the customer prefers. Then the skill is set live.

Use cases

Teach Kira a job once. He does it every time.

Kira tells you what he's doing as he does it. Every line lands somewhere in OrcaStrate you can check.

Six jobs Kira does in OrcaStrate, narrated step by step:

  • Keep the CRM up to date: The call with Daniel just ended. Opening his record. Budget, a Q4 deadline, and a promise to send pricing. Daniel looped in Ana Torres, their CFO. Marcus says they’re comparing a cheaper tool. Daniel is the champion. Ana Torres signs anything over $50k. Filling in 5 fields on the deal. You asked me to check before a stage change, so I’m asking Marcus. Marcus approved. The deal moves to Proposal.
  • Weekly team report: It’s Monday, 8:00. Time for the team report. Pipeline is $482,000 this week. Five people on the sales team. Pipeline, won, lost and slipped, by rep, for last week. Done. Copying the table. Pasting it into an email to Sarah. Sent to Sarah at 8:03.
  • Revive quiet leads: Looking for leads nobody has talked to in 3 days. Six went quiet. Only Daniel and Mei still show buying signals. Drafting a follow-up the way Marcus writes. This one’s a suggestion. Marcus decides if it goes. Marcus sent it. Mei’s draft is next.
  • Brief before every call: Marcus has a call with Harbor Freight Co in 30 minutes. Opening the call. Ana Torres, their CFO, is joining. Last call: 40 seats, live by Q4, pricing by Thursday. Ana signs over $50k. They’re comparing a cheaper tool. Pricing went out yesterday. One task is still open: the security doc for Ana. Writing Marcus a brief. Sent to Marcus, 26 minutes before the call.
  • Onboard a new hire: Sam joined the sales team today. Reading the sales playbook and the pricing doc. Building week 1. Week 2, and a list of 5 starter accounts to shadow. Plans for new hires need Elena’s OK. Asking her. Elena approved. 12 tasks created.
  • Teach the team: Sam asked: how do I handle a discount over 15%? Checking the pricing doc, the best practice and the skill. Answering from “Discounts and approvals”. Monthly plans. Nobody has taught me that yet. I flagged the gap to Sarah, who owns the skill. Sarah is adding monthly plans to the skill. Live. Next time someone asks, I’ll know.

Ask Kira

Ask your business what's happening. Get a straight answer in seconds.

Ask in plain words. Kira answers from every email, call and deal already in your CRM — then acts on the answer right away.

Example: Kira answers questions about the pipeline in plain words, shows the deals, leads, objections or calls behind each answer, and offers the next step it can take. Pick a question to see its answer.

Kira's answer to “Why are deals stalling this month?”: 4 deals have sat in Proposal for 14+ days. Three are waiting on pricing approval; one lost its champion. Total at risk: $322k.

Connections

Sales doesn't happen inside your CRM. It happens everywhere.

  • Email.
  • Meetings.
  • Calls.
  • Calendar.
  • Documents.
  • Voice notes.

Keep working where conversations already happen. Let OrcaStrate bring the context home.

Your data stays yours. It's encrypted, never used to train AI models, and Kira only sees what each person's permissions allow.

  • Gmail

    Email

    Live

  • Outlook

    Email

    Coming soon

  • Google Calendar

    Calendar

    Live

  • Google Meet

    Meetings

    Coming soon

  • Zoom

    Meetings

    Coming soon

  • Notion

    Notes & docs

    Coming soon

  • WhatsApp

    Calls & messages

    Coming soon

  • Voice notes

    Mobile capture

    Live

Pricing

Priced by team. Paid back by Kira.

The whole CRM is on every plan, with Kira's credits included. Pick the plan that fits your team today, and add more Kira when he's doing more of the work.

Free while we launchThe CRM is free for every team during early access. Paid plans start when Kira arrives, and we'll tell you before anything is charged.

OrcaStrate · the CRM

  • Starter

    For a founder and the first reps.

    $240/mo

    Users
    Up to 5
    Kira credits
    250 / mo
    Book a demo
  • Recommended

    Team

    For a sales team finding its rhythm.

    $490/mo

    Users
    Up to 10
    Kira credits
    500 / mo
    Book a demo

  • Growth

    For teams adding reps every quarter.

    $1,290/mo

    Users
    Up to 25
    Kira credits
    1,250 / mo
    Book a demo

  • Company

    For a sales org with managers and teams.

    $2,590/mo

    Users
    Up to 50
    Kira credits
    2,500 / mo
    Book a demo

Free

$0

For trying OrcaStrate with a small team. Up to 3 users and 50 Kira credits a month.

Book a demo

Every plan includes

  • Contacts, companies, deals and pipelines
  • Automations with simple rules, unlimited
  • Gmail, Google Calendar and voice notes
  • Permissions for your team
  • View and export your data any time
  • Email support

More than 50 users? Book a demo and we'll price your team.

Kira · more AI workComing soon

Need more Kira? Add a package.

Packages add credits every month on top of any paid plan. The more Kira does, the less each credit costs.

  • Kira

    $190/mo

    Credits added / mo
    +1,000
    Per credit
    19¢

  • Kira 5×

    $790/mo

    Credits added / mo
    +5,000
    Per credit
    16¢

  • Kira 15×

    $1,790/mo

    Credits added / mo
    +15,000
    Per credit
    12¢

Need a little more one month? Top up 500 credits for $125.

What's a Kira credit?
A unit of Kira's AI work: 1 to update a field, 2 to draft an email, 5 to read a call transcript or build a report. A full follow-up after a call is about 7 credits, roughly $1 for 45 minutes of a rep's time.
No surprise bills
Unused credits roll over for a month. When they run out, Kira pauses and asks before going further. Nothing is ever charged automatically.
Moving from another CRM?
We migrate your data for free on any paid plan. Your data stays yours: view and export it any time, on every plan.

Bring us one sales process you hate doing manually.

We'll show you how OrcaStrate and Kira handle it.

30 minutes. No generic sales deck — we'll map it out live inside OrcaStrate.