The CRM’s job, without the CRM’s work.

For client teams who live in email. Carom builds your contacts, deals, and tasks from the mail your team already writes, keeps them current with AI agents, and answers questions about any client. Nobody has to type anything in.

Try the live demo Start with $150 in credit
  • Your mail is private until you share it
  • Never used to train AI
  • Nothing sends without you
  • Revoke access anytime

Carom does the work a CRM makes you do.

A CRM only works if everyone keeps it updated, and the people asked to do the typing rarely get anything back for it. Everything it needs is already in your team’s email, so Carom builds the record from there, without changing how you write to your customers.

Old way
Forward every email into your CRM
Manually track tasks and to-dos
Keep each person’s work in a silo
Every contact typed in by hand
The real updates stay in email
Our way
Use email and don’t worry about data entry
AI agents extract, assign, and move deals along
What’s shared, the whole team can find
Records collated and easy to find
No setup project, no imports, no lock-in

When someone’s out, the next person already knows.

Jamie is out for Thursday’s demo, and Alex is stepping in. One question gets Alex the account, the deal, and who will be in the room, drawn only from what Alex is allowed to see.

Ask Carom answering “Jamie is out. What do I need to know before Thursday’s Wildgrove demo?” with the account, the open deal, and the people attending, each linked to its source.

All the data, none of the entry.

Carom assembles organizations, contacts, emails, files, events, and tasks from your team’s email. Connect your inbox and go.

Organization
Arcwell Health Systems arcwellhealth.com Regional health system; onboarding a 15-seat rollout…
Contact
Kevin Yoo Director of IT Arcwell Health Systems
File
Q1 forecast.pdf 2.4 MB · PDF Uploaded May 6 by Jamie
Event
FEB 14
Bankshot Demo — Cascade Feb 14, 8:00 AM 30 minutes · Zoom
Task
Send Patricia pricing Due May 6 · Taylor Brooks Quarterly breakdown by fiscal year

Deals at every stage, assisted by agents.

Pipelines with your own stages, for new business, renewals, hiring, or anything that moves. Drag a card when you want to, or let your agents keep the board current from the emails and meeting transcripts you already have.

A New Business pipeline board in Carom with five stages from Lead to Negotiation; three deals carry a marker showing an agent has a suggestion for them.

Every shared thread from every inbox.

Carom assembles your exchanges with your organization’s main contacts, always shareable and searchable so your whole team is on one page.

A shared email thread in Carom showing an AI summary at the top, the email body, internal team comments, and threaded replies.

The whole product is open in a live demo, with no signup.

Try the live demo

A team of agents.

Your agents are always working for you: moving deals along, summarizing threads, assigning and closing tasks, and preparing you for meetings. Turn them on when you need them, or off if you’ve got it covered.

Dealmaker

Spots deal activity in email and keeps your pipeline current.

Labelmaker

Tags every interaction.

Taskmaster

Turns emails into tasks and marks them done.

Distiller

Summarizes long threads into a few plain lines.

Briefer

Surfaces what you need to prep each day and meeting.

A Space for everything that belongs together.

Carom gathers emails, tasks, events, files, and the people involved into Spaces grouped by theme—a deal, an initiative, a quarter. Open one and everything about it is in one place, with no curation required.

Q1 Pipeline
Snapshot Discussions Emails Files
Alex 1:1
Demo prep
Send Patricia pricing TB
Follow up with Diana JR
Re: Q1 budget alignment
JR "Already on it — drafted a 3-week plan."
Q1 forecast.pdf
7 emails 12 files 4 people
Demo prep
Pricing.pdf
Send pricing
"On it…"
AC JR TB

Share with the team and keep private mail private.

Carom knows the difference between your inbox, your teammate’s inbox, and the team’s shared mailboxes, so the right people see the right things.

Connect your inbox and invite your team.

Start with $150 in credit

Enough for three people and their mailboxes for a month. Or try the live demo first.