Lead
Riya · Orbit
Qualified
Meridian
A real CRM board
Stages, contacts, fields — dense like the tools operators already live in. Not another chat wrapper.
Private beta
·
AI-native CRM for operators
Kori runs the chase. You run the company.
Plan · CRM collections
Chase every overdue contact this quarter — log each touch, escalate the risky ones.
Thought for 4s
Read aging-report
collections-plan +9
Question · 1 of 2
How firm should the first reminder be?
Q2 board run
Agents draft the work. You approve once — CRM does the rest.
4 tasks
Pull overdue from aging report
Draft a reminder per contact 
Log touch on each CRM card
Escalate > ₹1L to Slack 
Effort saved
12 contacts · ~3 hours of manual chase → one Continue.
Touches drafted12
CRM fields updated36
Human minutes left~4
Ask Kori to build a pet…
Mochi · Collections
✓ Running ReadyNamed, scheduled, board-native — Pets cut the chase work.
Triggers
Every Monday · 9:00 AM
When a contact sits quiet for 7 days
CRM
A
Aanya
Can we clear the Qualified column before board?
R
Ravi
Looping @Mochi — chase quiet contacts now.
Pet Chase 12 quiet contacts
Thought · board → draft → log → escalate
✓
Updating CRM cards…
CRM cards updated
ContactCompanyLast touchStatus
Riya KapoorOrbit Labsjust nowFollowed up
Jordan SinghNorthwindjust nowFollowed up
Meridian StudioMeridian1m agoLogged
Cedar & Co.CedarAug 9Quiet
0
people joined the waitlist
Autonomy
You hold Kori's leash.
Kori sits at the center of your stack. Every Pet only goes as far as you let it — chase, log, escalate, nothing more, until you say so.
Works with 100+ apps — Slack, Gmail, Notion, Stripe, HubSpot, and more
Agents
Ask once. The CRM does the rest.
Tell Kori the outcome. It reads your live board, drafts the work, and comes back with one approval — not another checklist.
How agents workPlan · CRM collections
Chase every overdue contact this quarter — log each touch on the board, escalate the risky ones.
Thought for 4s
Read aging-report
collections-plan +9
Question · 1 of 2 ◂ ▸
How firm should the first reminder be?
1 Gentle nudge, keep it warm
2 Friendly but clear on the due date
3 Formal — attach the contract terms
SkipContinue
collections-plan.md
aging-report
Q2 board run
Touch 12 overdue contacts on the CRM board in three passes over 10 days — escalate anything past 30 days to a named owner.
4 tasks
Segment Qualified contacts by days overdue
Draft a reminder per contact
Log every send on the contact card
Escalate 30+ day contacts to Aanya
Pets
Name it. Set it. It never misses a Monday.
Mochi chases collections. Bean nudges quiet leads. Give a Pet a trigger once — it shows up on time, every time, and leaves a trail on the board so nobody has to ask "did this happen?"
See PetsAsk Kori to build a pet…
Mochi · Collections
RunningAutomations that run on a schedule or on demand — and write back to the CRM board.
Triggers
Every Monday · 9:00 AM
When a contact sits quiet for 7 days
CRM
Draft a reminder for each quiet contact, log the touch on the card,
@mention the owner, and hold anything over ₹1L for approval.
One system
Board, Pets, and chat share one brain
Move a contact on the board — the Pet already knows. Ask in chat — the CRM updates. No glue scripts. No shadow spreadsheet.
@Mochi chase quiet leads · log CRM · /report
A
Aanya
Can we clear the Qualified column before board?
R
Ravi
Looping @Mochi — chase quiet contacts now.
Pet Chase 12 quiet contacts
Thought · board → draft → log → escalate
✓ CRM cards updated
Autonomy
You set how far Pets go
From draft-only to fully autonomous — per Pet. Scroll to turn it up as trust builds.
Manual
Assisted
Supervised
Autonomous
Keep scrolling to unlock Autonomous
Level 01 · Manual
Pets draft. You act.
Surfaces quiet or overdue contacts on the board — with a draft ready. Nothing leaves without you.
Pet · Chase 12 quiet CRM contacts
Find & draft reminders
Kori
Send to each account
You approve
Log on the contact card
You approve
Escalate 30+ day accounts
You approve
A CRM your team will actually run
SlackCustomerEmailCustomer
CalendlyProspect
Pets + live data
Pets write back to the board in real time. Ask Kori to build or run a Pet anytime.
Type anything…
Run Pet · Mochi
Move to Proposal
Pipeline report
Fast path to action
⌘K, @mentions, and /commands — point at a contact, put a Pet to work.
How you drive it
Point at a contact. Command a Pet.
@mention a person or company on the board. /command to put Kori or a Pet to work. No forms. No training deck.
@ Mention anything
Pull any contact into context. Kori reads the live CRM fields behind it.
Loop in @Aanya on @Northwind
N Northwind Traders Deal
A Aanya Rao Person
# INV-0042 Invoice
◳ Q2 Board deck Doc
/ Command everything
Every Pet and workflow is one slash away. Follow up, move stage, report.
/reconcile
/follow-upDraft outreach
/moveAdvance CRM stage
/reportPipeline summary
/petRun a Pet
One memory for the CRM
Contacts, stages, notes, and Pet runs stay linked. Change one — the rest already know.
Meridian → Qualified
Mochi logged a touch
Pipeline report ready
Run CRM with Pets.
Small cohorts each week. Founding teams keep founding pricing.
No credit card. You set how far each Pet goes.