Everything Kasar does
19 key capabilities, demonstrated one by one.
Data
Your CRM fills itself, with no manual work
You connect your mailboxes, your LinkedIn and your WhatsApp. The complete history flows in and every exchange reaches the matching record, with no data entry required.
- Gmail and Microsoft 365 synced by push, within seconds
- Complete mailbox history, with no date cutoff
- LinkedIn in real time, WhatsApp through a QR code
- Automatic matching to contacts and companies
- History back-filled retroactively when a contact is added
Only the exchanges that matter reach your database
A CRM that captures everything becomes unusable within weeks. Kasar devotes as much attention to what it discards as to what it retains.
- Newsletters and automated messages filtered out
- Auto-replies and no-reply addresses never converted into contacts
- Internal threads and calendar invitations kept out of client history
- Exclusion lists by address, by domain and by subject
- A single exchange seen from two mailboxes still counts once
- Your choice: automatic contact creation, or a manually approved list
Thomas Leroythomas@kasar.app09:36Thursday team sync
Pushing our sync by an hour, the room is taken. Same video link, see you Thursday.
Les Échosnewsletter@lesechos.fr09:38The Échos morning brief
Today’s five economic headlines, the market review and the editorial desk’s take.
Claire Bessonclaire.besson@doctrine.fr09:41Re: commercial proposal
Thanks for sending this over. The committee approved the scope, we just need to settle the portability annex before signing.
Drag the card to uncover the verdict
- Verdict applied to each of the six incoming messages:
- Claire Besson, Re: commercial proposal : Enters the CRM, Known contact at Doctrine
- Les Échos, The Échos morning brief : Filtered out, Newsletter
- Thomas Leroy, Thursday team sync : Filtered out, Internal thread
- Pierre Marchand, Question about access : Enters the CRM, Same domain as Doctrine
- Stripe, Your payment receipt : Filtered out, No-reply address
- Google Calendar, Invitation: quarterly review : Filtered out, Calendar invitation
Email, LinkedIn and WhatsApp on a single screen
An inbox that behaves like a genuine mail client, with the client record beside the message. You reply from the tool where you work, without switching tabs or losing context.
- Several mailboxes read as one, without losing the ability to isolate one
- Archiving and triage that stay in sync with Gmail and Outlook
- Compose and reply on the right channel, from a record or from a task
- Drafts saved with your provider, not in the browser
- Stacked quotes and signatures stripped to keep threads readable
- Instant local search, then completed by the provider index
Email
LinkedIn
WhatsAppComposeThe channel changes, the screen does not. The reply always leaves from the account that received the message.
- One inbox for three channels:
- Email channel: conversation with Claire Besson at Doctrine, linked to her record. The reply is sent from marceau@kasar.app.
- LinkedIn channel: conversation with Pierre Marchand at Qonto, linked to his record. The reply is sent from the Marceau profile.
- WhatsApp channel: conversation with Sofia Nunes at Alan, linked to her record. The reply is sent from the work number.
Your current tools stay exactly where they are
Kasar asks nobody to drop their mailbox, their calendar, their phone system or their notetaker. It plugs into them and pulls back what matters.
- Your mailboxes and calendars feed your records without double entry
- Your LinkedIn and WhatsApp conversations join the same history
- Your current notetaker stays in place, its write-ups still reach the CRM
- Your phone provider is kept, or replaced by Kasar native calling
- Your Notion, Airtable or PostgreSQL bases are read, never copied across
- Inbound and outbound webhooks for anything without a dedicated connector
And around twenty more, from Microsoft 365 to PostgreSQL.
- Tools connected to Kasar:
- Gmail
- Outlook
- Google Calendar
- Google Meet
- Microsoft Teams
- Zoom
- Granola
- Aircall
- Claude
- Notion
Structure
The CRM adopts the structure of your business
Kasar imposes neither its tables nor its vocabulary. You create your objects, fields and relations from the interface, without writing code and without waiting for a migration.
- Objects and fields created from the interface, no developer needed
- 41 field types, from rich text to polymorphic relations
- Calculated fields built without writing a line of SQL
- Many-to-many relations, with attributes carried by the link itself
- Addresses, currencies and names as compound fields, filterable by sub-field
- Multiple emails and phone numbers, with a primary value
Your CRM accessible from Claude and ChatGPT
If your teams already work inside an assistant, the CRM joins them there. Kasar adds itself as a connector and exposes its entire surface, mailbox and calendar included.
- MCP server, 36 tools covering the whole product
- Read and write, mailbox and calendar included
- OAuth 2.1 connector, added without recopying a token
- Revocable personal tokens for scripts and the command line
- A single connection for several workspaces
- Two-step confirmation on every irreversible action
Kasar MCP server
Model Context Protocol
platform.kasar.app/api/mcp36tools exposed
Claude
ChatGPT
Gemini
GensparkThe Kasar MCP server exposes 36 tools at platform.kasar.app/api/mcp, for reading and writing. Claude, ChatGPT, Gemini, Genspark and any compatible client.
The speed of a spreadsheet, the rigour of a database
Your data is worked from the keyboard, as in a spreadsheet. Except that here the columns know where they come from, and access rights continue to apply.
- Edit straight inside the cells, without opening the record
- Totals and averages in the view footer, no dashboard required
- Rollup columns over relations: opportunity counts, summed amounts
- Columns pulled from linked objects, without duplicating data
- Nested filters, relative date criteria, multi-column sorting
- Kanban, card view, grouping, private or shared views
Opportunities
248Edited straight in the cell, without opening the record
- What this view allows:
- Edited straight in the cell, without opening the record
- Dropdown values change in the very same place
- A column pulled from the linked company, with no duplication
- Totals and averages in the view footer, no dashboard needed
- Nested filters, with relative date criteria
- Grouping, with the count and the sum for each company
- The same data as a table or a kanban, shared with the team
Your sales cycle, the way it actually unfolds
You do not adjust your process to a vendor’s stages. You describe your own, specifying what must be established at each step for a deal to progress.
- Configurable stages, several pipelines in parallel
- Questions and required fields enforced at the stage where they matter
- Drag and drop, including on large volumes
- Stage transition history and time spent per stage
- Weighted forecast on value and progress
Context is shared, content stays private
Knowing who holds the strongest relationship with a client and reading their messages are two distinct things. Kasar separates them, so that connecting a mailbox does not amount to opening it to the entire team.
- Permissions per object, per field and per list
- Custom roles, delegated capabilities without granting admin access
- Workspaces isolated by their own database schema
- Relationship strength is visible, message content is not
- Sync exclusion for a specific contact, on request
- Active sessions revocable remotely, mailbox tokens encrypted
2027 renewal
Re: contractÉlodie sees who owns the account and how strong the relationship is. The value, the margin and the email content are never sent to her browser.
The same 2027 renewal opportunity at Doctrine, seen by two people. Field by field:
- Stage, Negotiation. Visible to Marceau and to Élodie.
- Value, 145,000 euros. Visible to Marceau. Never sent to Élodie, it is reserved for the account owner.
- Margin, 38 percent. Visible to Marceau. Never sent to Élodie, it is reserved for the account owner.
- Owner, Marceau. Visible to Marceau and to Élodie.
- Relationship, strong. Visible to Marceau and to Élodie.
- Last exchange, subject “Re: contract”, received on Gmail. Visible to Marceau. Never sent to Élodie, the content stays in Marceau’s inbox.
In total, Marceau, the account owner, sees six fields out of six. Élodie, a sales rep, sees three out of six.
Your existing files become a usable database
No preliminary clean-up required. Kasar identifies the type of each column, links it to existing records and flags duplicates before anything is created.
- Guided import that types and links your columns automatically
- Over 100,000 rows processed without freezing the interface
- Progress tracking, recovery after a failure, row-by-row report
- Duplicate detection then merging, with no loss of history
- CSV and Excel export of exactly what is displayed
Every column finds its type. The cells your file did not contain are filled by Leo, never invented in silence.
- Importing a spreadsheet, step by step:
- The file trade-show-leads-2027.xlsx is dropped.
- Kasar reads it: 1,248 rows.
- Five columns are typed: company as a relation, headcount as a number, sector as a select, note as text, owner as a user.
- Four cells missing from the file are filled by Leo, then displayed like the others.
From the figure to the deals behind it, in one click
A dashboard that does more than display a value. You click into the chart, you obtain the matching deals, and you act on them without changing screen.
- Metrics on any CRM object, including the ones you created
- Period-on-period comparison, target and trend displayed
- Filters expressed in the same language as your views
- Move from chart to records, then act on them as a group
- Leaderboards, follow-up lists, preinstalled dashboards
- Shared with the team or kept private, organised into tabs
Sales performance
TeamPersonalOpen deals by age
A dashboard chart, opened onto the records it counts.
Chart “Open deals by age”, 156 deals across four bands: under 30 days, 62 deals; 30 to 60 days, 38; 60 to 90 days, 22; over 90 days, 34.
The “Over 90 days” band is selected. It opens onto the list of the 34 deals behind it, without leaving the screen. The first four:
- 2027 renewal, Doctrine, 117 days without activity, 145,000 euros, selected.
- Data migration, Qonto, 104 days without activity, 210,000 euros, selected.
- HR platform, PayFit, 96 days without activity, 96,000 euros, selected.
- CRM overhaul, Swile, 92 days without activity, 58,000 euros, selected.
All 34 deals are ticked. An action bar offers to add them to a list, export them or edit them in one go.
Channels
Your calls start in the CRM and return to it
From Kasar native calling or your own Aircall, the call is recorded and attached to the relevant record. The write-up is available the moment you hang up.
- Native telephony, with no separate carrier contract required
- Numbers and caller identity that read as credible to the recipient
- Recording and summary attached automatically to the right contact
- Sequential dialler, to work through a list without redialling
- Calling hours and do-not-call lists enforced automatically
- Voicemail drop, kept distinct from a completed conversation
Two records from the list are not in the queue: one do-not-call flag, one time zone outside calling hours.
Call queue “June follow-ups”, twelve records, two already called. The panel dials on its own and logs each outcome on the matching record:
- Marc Aubert: no answer, 0:14, logged on his record.
- Hugo Vermeersch: connected, 3:12, logged on his record.
- Amina Cherif: busy, 0:08, logged on her record.
The next call dials by itself, three seconds after the previous one is logged. Nobody redials a number.
Every meeting produces its write-up and its tasks
The Kasar bot joins your video calls, records and transcribes. By the end, the structured summary and next steps reach the record, without anyone having taken notes.
- Recording bot on Google Meet, Teams and Zoom
- Or capture through the extension, with no visible robot participant
- Per-speaker track attribution, under the participants’ real names
- Transcript aligned with the video: select a sentence, reach the passage
- Generated summary and tasks proposed from the commitments made
- Automatic attachment to the record and to the calendar event
Write-up of the Discovery meeting at Doctrine, recorded for 32 minutes and 14 seconds. Four lines came out of it, each tied to its timestamp, its voice and the passage it came from:
Discovery · Doctrine
32:14Kasar botNothing in this write-up that does not come from a timestamped passage of the recording.
Sequences sent from your own mailbox
Not a mass-mailing tool bolted on the side, betrayed by its headers on the first send. Your sequences leave from your domain and the replies return to your inbox.
- Sent from the sender’s own account, on their own domain
- Multichannel sequences that switch channel based on engagement
- Automatic stop as soon as the recipient replies
- Open, click and reply tracking, recipient by recipient
- Replies return to the inbox, on the contact record
- Launched on a list, with a full account of sends and exclusions
What changes from one send to the next: the recipient, and the lines pulled from their record. The account itself never moves, and that is where the reply lands.
- A campaign seen from its sender’s own mailbox, Thomas Leroy, thomas@kasar.app:
- Sent to Claire Besson, Doctrine. Personalised message, signed by the sender’s own domain. Status: sent.
- Sent to Marc Aubert, Qonto. Same template, two personalised lines. Status: opened.
- Sent to Sofia Nunes, Alan. Same template, two personalised lines. Status: clicked.
- Reply from Claire Besson, received in Thomas’s mailbox and attached to her record.
Your sequences run themselves, without duplicates
No third-party connector to fund, no Zapier to maintain. You describe the trigger, the conditions and the actions; Kasar runs them and keeps a record of every pass.
- Visual builder, with ready-made templates
- Triggered by an event, a schedule, a webhook or a standing condition
- 25 action blocks, from CRM writes to calling an external tool
- Condition, branch, loop and wait, to reproduce a genuine cadence
- Human approval that can be inserted before any sensitive send
- Dry run with no side effects, run history consultable step by step
- Guaranteed against double sends, even after a technical incident
The first two passes carry the same deal, four seconds apart. The second one is logged like the others, and it writes nothing.
Run log of the automation triggered when the stage becomes Negotiation and the amount is above €20,000:
- 09:41:03, Doctrine, 2027 renewal. Three actions carried out in 1.3 seconds: task created for Marceau due Friday, sales channel notified, follow-up scheduled for 24 June.
- 09:41:07, Doctrine, 2027 renewal, the very same deal four seconds later. No action: the record was saved a second time, the pass is logged and nothing was replayed.
- 09:42:55, Qonto, Data migration. Four actions carried out in 1.1 seconds: task created for Élodie due Monday, sales channel notified, follow-up scheduled for 25 June, quote created in Stripe.
129 runs this month, on opportunities.
Kasar is with you on LinkedIn, in Gmail and across the web
Information is captured where it appears, before it ever reaches the CRM. The extension places Kasar inside the page you are viewing, without interrupting your browsing.
- CRM status shown on profiles, without consuming LinkedIn quota
- Enriched import of a profile or a company in one click
- Multi-select on a LinkedIn search, then grouped import
- CRM record editable directly under the profile header
- From a Gmail thread: contact detection and cascading company creation
- Company record accessible from any prospect’s website
The record is edited under the profile header, and saves without a save button.
- The same Kasar panel, on four different pages:
- The record is edited under the profile header, and saves without a save button.
- Three profiles ticked in the results page, imported and enriched in one go.
- Two participants recognised in the thread, and Swile created along with them.
- On doctrine.fr, the company record and its four contacts, without opening the CRM.
Dictate your write-up as you leave the meeting
A write-up is never more accurate than in the minutes that follow the meeting. Kasar Mobile records that moment, including where there is no signal.
- Installable app straight from your home screen
- Voice dictation and hands-free mode, suited to driving
- Answers delivered aloud
- Voice memos recorded offline, processed when signal returns
- Calendar available without delay, editable offline
Dictation happens inside the open record, and the answer comes back without the screen being touched. Nothing has to be retyped later.
- On mobile, the 2027 renewal record at Doctrine is open.
- The write-up is dictated aloud: Claire approves the scope, legal wants the portability annex before signature.
- Kasar writes it onto the record, then answers aloud and asks whether the signature is still expected before the end of the month.
- Dictation resumes without the screen being touched: yes, Friday, Claire Besson is the one signing.
Automation
Your workload and your actions in one place
Your queue lives in the CRM, with the button that triggers the expected action beside each task. Neither the contact, nor their details, nor the channel need looking up.
- Tasks edited in place, with a contextual action trigger
- A dedicated panel for overdue items and today’s deadlines
- Complete task created in a single sentence, with mentions
- Deferral and reassignment without losing track of what was postponed
- Structured notes, with mentions of people and records
- Built-in calendar, stacked team calendars, calls shown in the schedule
Kasar’s Tasks panel, with one task opened on its action surface.
- Task due today at 5:00 pm: Follow up with Sofia Ravel on the annex, Qonto.
- The task already carries the contact, Sofia Ravel, Head of Legal, the channel, WhatsApp, and the number, +33 6 39 98 24 51.
- The Send button fires the message from the task. The box ticks afterwards, and the panel counter goes from seven to six.
- Above it, an overdue task: Send the quote to Pierre Marchand, Doctrine, with its Gmail button.
- Below it, another task due today: Confirm the start date, PayFit, with its Google Calendar button.
An agent that executes, and waits for your approval
Leo does more than summarise and suggest. It creates, edits, schedules and follows up in your database. No write is possible without an explicit approval from you.
- Mandatory confirmation before any write to the database
- A complete contact, with company and job title, created in one sentence
- Data model modified in plain language, with no administrator
- Dashboards generated on request, then kept with a single click
- Pipeline analysis, detection of stalled deals, weighted forecast
- Protections against a booby-trapped message attempting to make it act
LeoDismissed, the 3 values vanish without ever reaching the database. Applied, they enter it under your name.
60-licence rollout opportunity at Spendesk, €128,000, stage Negotiation, one linked contact and two tasks. Leo is told: Spendesk signed, move it to won, add Thomas Alvès, book onboarding on Thursday. It then places three writes on the record, and they stay proposals:
- the stage would move from Negotiation to Won
- Thomas Alvès, head of procurement, would join the linked contacts
- a task Prepare Spendesk onboarding would be created for Thursday 20, assigned to Marceau
Nothing reaches the database until the Apply the 3 writes button is pressed. Once pressed, the three values become the record’s own, and the trace line reads 3 writes applied, approved by Marceau.
See what it looks like on your own data
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