Forget CRMs and data entry. Your team’s email already has it all.

Contacts, deals, tasks, briefings—assembled from the mail your team already writes, with agents that keep it current and an assistant that answers from it. The CRM’s job, without the CRM’s work.

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Every conversation, across every inbox

No more silos, forwards, or unknowns—just clear visibility into your whole team’s communication.

Deals and pipelines, kept current from email

Stages you define for deals, renewals, hiring, or anything that moves—with agents that move the cards for you.

Connect in seconds

Just link your inbox and you’re done—seconds to integrate with immediate value.

Agents and an assistant, at your service

Optional AI agents to move deals, synthesize, remind, tag, and flag—and Ask Carom for anything your email knows.

A full reconstruction of your key artifacts

Everything you need—contacts, companies, emails, files, tasks, and more—available instantly.

Private and secure, with no lock-in

Granular sharing keeps what’s yours yours. Enterprise security on our servers, and your inbox stays the source of truth.

CRMs make you do the work. Carom just works.

A CRM only works if everyone keeps it updated—which nobody does. But Carom knows the information is in your email; we just make it visible to everyone on your team, without changing how you communicate with your customers.

Old way
Forward every email into your CRM
Manually track tasks and to-dos
Maintains silos, not collaboration
Contacts, organizations, etc. added by hand
Email is still where work actually happens
Our way
Just use email, don’t worry about data entry
AI agents extract, assign, and move deals along
What anyone knows, everyone knows
Every record, collated and easy to find
No lock-in, no training, no delay to seeing value

All the data, none of the entry.

Organizations, contacts, emails, files, events, and tasks—Carom assembles every record from your team’s email. Just connect your inbox and go. Nothing to enter, nothing to maintain.

Organization
Vantage Health vantagehealth.com Care coordination software for primary care clinics across Ontario…
Contact
Kevin Yoo Director of IT Vantage Health
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
New business BoardListReport
Open deals9
Total value$92.1K
Expected$70.6K
Closing this month4
Evaluation 3$29.2K
Wildgrove Property Management New business · 12 properties JR$8,100Sep 2
Stonefield Consulting Design partner conversion · 24 seats JR$12,960Aug 24
Harborview Clinics New business · 3 locations AC$8,100Sep 19
Proposal 2$19.5K
Oakwell Financial New business · 40 seats AC$13,000Sep 12
Crosslight Education Win-back · 8 seats, nonprofit JR$6,480Sep 8
Negotiation 3$57.6K
Mileport Supply New business · 20 seats AC$10,260Aug 10
Cedarpoint Municipal Services New business · 25 seats 53 days in stage AC$37,050Jul 9
Arcwell Health Systems Enterprise rollout · 15 seats AC$10,238Aug 15 Moved from an email
Suggested: move Oakwell Financial Negotiation “Legal is fine with the terms, sending the redline back Monday.” AcceptSkip

Every deal, 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.

Every shared thread from every inbox.

Carom assembles every exchange 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.

A team of agents.

Your agents are always working for you—moving deals along, summarizing and synthesizing, assigning and closing tasks, and preparing you for what comes next. 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 so nothing goes uncategorized.

Taskmaster

Turns emails into tasks — and marks them done.

Distiller

Summarizes long threads into a few honest lines.

Briefer

Surfaces what you need to prep each day and meeting.

Ask anything your team’s email knows.

Who am I overdue with? What’s happening with Wildgrove? What should I know before three o’clock? Ask Carom reads what you can see, answers with the records it used, and drafts the reply for you to send.

Ask Carom reads only what you can see
What’s happening with Wildgrove?
Went through the pipeline Read a thread Checked the calendar

It’s waiting on you, not on them.

Wildgrove — new business has been in Evaluation since the 4th. In Demo follow-up, Carter Voss asked how pricing scales to 40 properties three days ago. No reply has gone out.

Wildgrove demo is today at 4:30. Answer the pricing question first and the demo is a walkthrough, not an apology.

Draft the pricing reply to Carter.
Draft for you to send · Re: Demo follow-up

Hi Carter—good question on the 40-property scenario. Pricing is per user and per mailbox rather than per property, so bringing everything under one account doesn’t change the rate…

Open in replyEdit
Ask a follow-up…

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 the whole picture is right there, 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

Good for the whole team.

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, and your private threads stay yours.

Connect your inbox, invite your colleagues, and get started.
Your first month is on us — up to $150 of usage.

Start your free month

Questions? partner@carom.io