Cites its sources
Every answer links the contacts, companies, deals and notes it was built from. Click through and check.
Reads, never writes
Grok can search and read your records. It cannot edit one, move a deal, or send an email.
Says “Unknown”
Missing data stays missing. No invented job titles, revenue figures, or “recent news”.
You approve every send
Drafts wait in a review queue. Sending is a separate, owner-gated step through your own Gmail.
Everything in one workspace
A complete CRM for small sales teams, with nothing to integrate
Records, pipeline, tasks and outreach share one timeline, so the AI has the full picture and so does your team.
Contacts and companies
Owners, lifecycle stages, lead status, notes and a full timeline on every record. New contacts join the company that matches their email domain. CSV import skips duplicates and tells you which ones.
| Name | Company | Lifecycle | Owner |
|---|---|---|---|
Dana Ruiz VP Operations | Northwind Traders | Opportunity | JL |
Sam Okafor Head of Growth | Fabrikam | Sales qualified | AP |
Priya Natarajan Clinic Director | Lumen Wellness | Lead | JL |
Tomás Herrera Procurement | Contoso Spas | Customer | MK |
Deals on a board
Pipelines and stages you define, with win probability, drag-and-drop cards and running totals per stage.
Your day at a glance
Tasks assigned to you, overdue deals, accounts that have gone quiet, and the whole team's activity, computed live from the CRM.
- Send revised SOW to Dana Overdue
- Call Sam about pilot scope Today
- Prep Lumen site visit Thu
Prospecting plays
A saved audience plus a plain-English goal. Run it now or let it run every day; the audience is re-resolved from the CRM each time.
Goal: book a 15-minute call to show the new treatment-room bundle.
Results, honestly counted
Drafted, sent, replied, meeting booked, no response, bounced: real counts, including zeros. Opens are never tracked.
- Replied6
- Meeting booked3
- No response9
- Bounced1
Opens are never tracked. Outcomes are recorded by people, or detected on threads Kloshi sent.
SEO/AEO
Find what holds your site back. Approve every fix.
Kloshi crawls your public pages, runs deterministic SEO checks, and tests whether ChatGPT, Gemini and Perplexity cite you. Each finding comes with evidence, and each proposed fix is a before-and-after that waits for your approval.
Things it answers
- Which pages have no meta description?
- Does ChatGPT cite us for “best CRM for a small sales team”?
- Which competitor domains show up instead of ours?
- What content would change that answer?
- Which fixes are waiting for my approval?
Grok proposes the fixes. A person approves them. Applying a change to your site is a separate step that is not automatic.
What it looks at
- Your public pages: titles, descriptions, headings, links, structured data
- Which answers ChatGPT, Gemini and Perplexity give to the questions your buyers ask
- Where your site is cited, and which competitor domains are cited instead
- Visits that AI engines send, through a snippet you install yourself
What it never does
- Your site's admin, logins or private pages
- Changes without your approval: every fix waits for a person
- Another workspace's websites or findings
- Any credential it was not explicitly given
Agent output is treated as untrusted: it is validated against a strict schema before anything is shown, and a result that does not validate is recorded as failed instead of being repaired by guesswork.
Prospecting agent
Outreach drafted for you. Sent only by you.
A play turns a slice of your CRM into personalized, reviewable drafts. People stay in the loop at every step that touches a real inbox.
- 01
Define a play
Pick an audience from your CRM — lifecycle stage, lead status, owner, industry, how long they've been quiet — and write the goal in plain English.
- 02
Grok drafts
One personalized email per contact, grounded in their notes, your approved company knowledge and your product catalog. Thin inputs get a shorter email and a “low confidence” flag, not fabricated detail.
- 03
You review
Approve, edit-and-approve, or reject with a reason. Every decision is recorded. Nothing leaves the queue without a person.
- 04
Send from the owner's Gmail
Approving never sends. Sending is its own step, and always goes out from the contact owner's connected mailbox, so replies land where they belong.
- 05
Follow up and learn
Up to four follow-ups per play, each only after the previous email was sent and nobody replied. Replies and bounces on sent threads are detected daily; a reply stops the sequence.
Approve is not send
“Approved” means a human signed off. “Sent” means it actually left, from the right mailbox. Kloshi keeps them separate on purpose.
Sequences that know when to stop
Each follow-up is its own draft in the queue, created only when the previous step was sent, the delay has passed, and the outcome is still empty or “no response”.
- Step 1Intro: the treatment-room bundleSent · Oct 2
- Step 2+3 days · short nudge, no pretending they repliedSent · Oct 5
- Step 3+5 days · one specific questionStopped: replied Oct 7
Security and honesty
Built like a system of record should be.
Your CRM is where your customers' trust lives. These aren't settings to turn on; they're how Kloshi is constructed.
Tenant isolation by construction
Every record carries its workspace id and membership is re-verified on every request. Outsiders get a 404, never a 403, so workspace names can't be enumerated.
Personal details stay out of the model
Contact emails and phone numbers are never sent to Grok. Deal amounts reach it only as formatted text, never raw numbers.
No provider retention
AI requests run server-side only, with provider retention disabled on every call. Your questions aren't stored by the model provider.
Encrypted mailbox credentials
Gmail tokens are encrypted at rest with AES-256-GCM and bound to the user they belong to, so ciphertext can't be swapped between accounts.
Minimal Gmail scopes
Send, read the threads of messages Kloshi sent, and your address. Kloshi never lists or searches your inbox.
Audit log on every change
Creates, edits, deletes, approvals, sends and outcomes are logged per workspace, without personal data in the metadata.
AI usage guardrails
Monthly request, token and per-minute caps per workspace, visible in Settings and adjustable by owners. A runaway loop cannot create a surprise bill.
Safe website analysis
When Grok reads your website during onboarding, the fetcher refuses private networks, follows redirects by hand, bounds body size and honours robots.txt.
How it works
From sign-up to your first cited answer in four steps
Onboarding is a short guided flow. The only thing Grok uses to reason about your business is what you approve.
- Step 1
Describe your company
Name, website, industry and what you sell. Two minutes, no integrations.
- Step 2
Approve your company knowledge
Grok analyses your website into a summary, products, target customers and value propositions. You edit and approve it; nothing is used until you do.
- Step 3
Add your contacts and companies
Create records from a side panel or import a CSV. Contacts link to companies by email domain automatically.
- Step 4
Prospect, audit, close
Run a play and review the drafts, audit your website for search and AI-answer problems, and send from your own Gmail when you're ready.
Pricing
Plans sized by the work your team does
Every plan includes the whole product. Tiers differ in team size, workspaces and the AI budget you get each month.
Trial
Evaluate with one workspace. Enough AI budget to research real contacts and draft outreach; tight caps so a runaway loop cannot create cost.
No credit card required.
- Up to 3 members
- 1 workspace
- 300 AI requests / month
Starter
One sales team on one workspace.
Per workspace. Billed through Stripe; cancel any time.
- Up to 5 members
- 1 workspace
- 1,500 AI requests / month
Professional
Larger teams with more research and drafting for every rep.
Per workspace. Billed through Stripe; cancel any time.
- Up to 15 members
- 1 workspace
- 6,000 AI requests / month
Agency
Multi-workspaceSeveral client workspaces managed from one account.
Per workspace. Billed through Stripe; cancel any time.
- Unlimited members
- Up to 10 workspaces
- 20,000 AI requests / month
FAQ
Questions sales teams ask before they switch
Short answers, and a longer one on the Privacy Policy if you need it.
Do I need to connect HubSpot, Salesforce or another CRM?
Which AI model does Kloshi use, and what does it see?
Can Grok change my records or send email on its own?
What happens when Grok doesn't know something?
How does sending work?
Can Kloshi run without AI?
How does the trial work?
Sell with evidence, not guesswork.
Create a workspace, describe what you sell, and ask your first question. Free for 14 days, no card required.