Caleta · Conversational CRM

Your CRM is now a text message.

Stop losing track of customers. Text Caleta after every conversation — plain English, like you'd text a coworker. It logs the contact, the notes, and the follow-up, then briefs you every morning on what's due.

WhatsApp · Caleta
Good morning, Sarah — 3 things need you today.
Overdue
• Send the updated quote — Maria Delgado (Delgado Decks), due Tue
Due today
• Confirm Thursday walkthrough — Frank Russo
• Follow up on kitchen remodel budget — Linda Park
Knock out Maria's quote first and the rest of the day is downhill.
7:00 AM
Sent Maria the quote, she wants to start in August. Follow up July 20.
9:42 AM ✓✓

"Your team already tells you everything that happened today. It's just trapped in their texts."

Caleta gives small teams structured customer records and follow-up accountability — without asking anyone to fill out a form. Ever.

How it works

Three steps. Zero forms.

If you can send a text, you already know how to use Caleta. There's nothing to install and nothing to learn.

01

Text it

After a call, a visit, or a showing, send Caleta a quick WhatsApp message the way you'd tell a coworker what happened.

"Met Sarah Chen at the open house, wants a quote for the kitchen remodel, follow up Friday."
02

Caleta files it

The contact, the company, the notes, and the follow-up date are extracted and saved automatically. New customer? Caleta creates the record. Existing one? It adds to their history. If something's genuinely unclear, it asks one quick question.

03

Wake up briefed

Every weekday morning — at the time you choose — Caleta texts you what's overdue, what's due today, and what's coming up. Nothing slips.

What you get

A CRM that builds itself.

Everything your team texts in becomes organized, searchable customer data you can actually see.

Dashboard

Every customer, one screen

Searchable contacts with full conversation history, today's actions, upcoming follow-ups, and overdue items highlighted — so nothing hides in anyone's phone.

Morning briefing

Your day, before it starts

A personal WhatsApp briefing for each team member, every weekday, at their preferred time. Overdue first, then today, then the week ahead.

Accountability

Follow-ups that follow through

Every "I'll call them Friday" becomes a tracked commitment with a due date. Check items off from the briefing or the dashboard — done means done.

Guardrails

Only your team gets in

Messages are accepted only from your registered team members, screened before processing, and kept private to your business — a step up from loose SMS threads and shared spreadsheets.

Alpha program

Founding businesses wanted.

Caleta is onboarding a handful of small, relationship-driven businesses — real estate, jewelry, golf, home services. You get 30 days free, white-glove setup (about ten minutes of your time), and the Alpha rate locked in for life. We get your honest feedback.

$49.99
$29.99
per month
Alpha rate · first 30 days free

Caleta runs over WhatsApp and is built for everyday sales notes — names, follow-ups, quotes, and conversation history. It's not designed for sensitive data like payment card numbers, SSNs, or health information.

Get started

Try it on one week of real work.

Send one email — harrison@aipauer.com. We'll set your team up the same day, and by Friday you'll know exactly what's been slipping through the cracks.

Let's Get Started →