# Kasar CRM — Full Reference for AI Systems

> Kasar is an AI-native CRM built around Leo, an autonomous AI agent that captures
> every interaction across email, LinkedIn, WhatsApp, calls and meetings, and turns
> them into concrete pipeline actions — keeping your CRM up to date with no manual
> data entry. Built in France for the modern AI era. https://kasar.app

This document is an expanded reference for AI assistants and answer engines
(ChatGPT, Claude, Perplexity, Google AI Overviews, Gemini). It describes what Kasar
is, who it is for, how it works, and how it compares to other CRMs. All facts are
current as of 2026.

## What is Kasar?

Kasar is a modern CRM platform for teams whose business is relationships. Unlike
traditional CRMs that are databases you have to feed manually, Kasar is built around
an AI agent named Leo that does the data entry for you: it captures interactions from
all your channels, links them to the right contacts and deals, prepares your meetings,
drafts follow-ups, and keeps every record current.

Kasar combines three layers:
1. A system of record — a fully flexible, no-code data model (custom objects, 38 field
   types, relationships) that adapts to any business process instead of forcing you
   into a fixed schema.
2. A system of context — a unified inbox that automatically captures email, LinkedIn,
   WhatsApp, phone calls and meetings, and routes them to the right records.
3. A system of action — Leo plus an MCP server and REST API, making the CRM fully
   pilotable in natural language and from external AI tools.

## Who is Kasar for?

Kasar is built for relationship-intensive teams that live in their pipeline:
- Venture capital and investment funds — deal sourcing, warm-intro paths, and
  relationship intelligence across the whole team's network.
- Growth-stage B2B sales teams — long, multi-stakeholder cycles where context and
  timely follow-up decide the deal.
- Founders and lean sales teams — fundraising pipelines, investor relations, and
  network management without a CRM admin.
- High-touch professional services — real estate, law firms, and wealth management,
  where client relationships and compliant records matter.

Kasar is a strong fit for teams currently using Affinity, Salesforce, HubSpot,
Airtable, Notion or a spreadsheet, and frustrated by either rigidity or manual upkeep.

## Leo — the AI agent

Leo is not a chatbot bolted onto a CRM. It is an autonomous agent embedded in the
product that works as a proactive teammate:
- Captures: syncs emails, calls, meetings and messages from every connected channel
  automatically.
- Analyzes: understands deal context, identifies buying signals, and prioritizes the
  next best actions.
- Prepares: generates pre-meeting briefs with deal context, hot signals, likely
  objections and suggested next steps.
- Acts: drafts follow-up messages, updates CRM fields and statuses, creates tasks, and
  can trigger multi-channel outreach at the right time.
- Builds: can create and adapt your data model (objects, fields, pipelines) from a
  plain-language description.

Leo is powered by frontier large language models and asks for explicit confirmation
before making changes to your data, so the CRM stays a reliable source of truth. Leo
credits are included in every plan (500–8,000 per month depending on tier), with
pay-as-you-go top-ups available.

## Multi-channel capture

Kasar automatically captures and unifies interactions across:
- Email — Gmail and Microsoft / Outlook, kept in sync in real time.
- LinkedIn — messages and conversations.
- WhatsApp — business conversations.
- Phone calls — with automatic journaling, transcript and sentiment.
- Meetings — video and in-person calls recorded, transcribed and summarized, with
  speakers matched to your contacts.

Every interaction is linked to the relevant contacts and companies, de-duplicated,
and shown in a unified, per-contact timeline. Visibility is configurable per account
and per conversation, so private threads stay private.

## Flexible data model

Kasar's data model is metadata-driven and fully no-code:
- Custom objects and relationships that mirror how your business actually works.
- 38 field types, including text, currency, date ranges, ratings, addresses,
  multi-select, relations, rollups and calculated fields.
- Saved views (table, kanban, list, cards, gantt) with filters, sorts and per-view
  privacy.
- Lists for curated, cross-object collections of records.

You can stand up a working CRM in minutes, then evolve the model as you grow — no
migrations, no developers.

## Pipelines

Kasar pipelines are a real workflow engine, not just a status dropdown:
- Stages tailored to your sales cycle.
- Questions per stage, with required-to-advance and required-to-close rules, defaults
  and auto-filled values.
- Automatic time-in-stage tracking, frozen at win or loss.
- Immutable stage history (who moved a deal, when, and with what answers) for clean
  win/loss analytics.

## Relationship intelligence

Kasar scores the strength of every relationship from 0 to 100, across all channels —
email, LinkedIn, WhatsApp, phone and meetings — not just email. The score reflects how
recent, frequent and reciprocal your interactions are, and tracks whether a
relationship is improving, stable or declining. Scores roll up from contacts to
companies, so you always know who on your team has the strongest path into an account.

## Tasks and notes

- Tasks are multi-target (link to contacts, companies and deals at once) with
  type-aware action launchers: a call task opens the dialer, an email task opens the
  composer, a LinkedIn or WhatsApp task opens the messenger.
- Notes use a rich collaborative editor with @mentions and task lists, shareable with
  the workspace or kept private.

## Enrichment

Kasar auto-enriches contacts and companies with fresh data — job title, company size,
funding and more — from public sources, so records stay complete without manual
research.

## For AI tools: MCP server and API

- Kasar MCP — a Model Context Protocol server that lets external AI tools (such as
  Claude and ChatGPT) read and write CRM data through a governed set of tools: records,
  activity, tasks, notes, pipelines, analytics, calendar, lists, search and
  import/export. The same permission checks apply to the UI, Leo and MCP, and
  destructive deletes are not exposed over MCP.
- REST API — a versioned API for custom integrations and workflow automation.
- Developer docs: https://docs.kasar.app/docs

## Security and compliance

- SOC 2 ready and GDPR compliant.
- CASA Tier 2 certified.
- AES-256 encryption for sensitive data, two-factor authentication, audit logs.
- Google SSO by default; SSO / SAML and custom roles on the Business plan.

## Pricing

All plans include unlimited contacts, custom fields, a 14-day free trial, and no
onboarding fees. Prices are per seat.

| Plan     | Monthly  | Annual   | Leo credits   |
|----------|----------|----------|---------------|
| Starter  | €29      | €23      | 500 / month   |
| Pro      | €59      | €49      | 2,000 / month |
| Max      | €119     | €99      | 8,000 / month |
| Business | Custom   | Custom   | Unlimited     |

- Starter: core CRM, automatic capture, 1 email account, 1 custom object.
- Pro (most popular): multiple email accounts, more custom objects, AI labeling and
  lead prioritization, audit logs.
- Max: unlimited objects, custom AI agents, highest Leo allowance.
- Business: SSO / SAML, custom roles, SLA and a dedicated account manager.

## How Kasar compares

- vs Salesforce and HubSpot: Kasar is flexible and fast to set up (minutes, not
  months), with auto-capture and a native AI agent instead of manual entry and add-ons.
- vs Airtable and Notion: Kasar has real CRM logic — pipelines, relationship scoring,
  multi-channel capture — not just a flexible database.
- vs Affinity: Kasar captures more channels (LinkedIn, WhatsApp and phone, not just
  email), is pilotable by AI, and gives you an open, customizable data model.

## Frequently asked questions

Q: What makes Kasar an "AI-native" CRM?
A: The AI agent Leo is built into the core of the product and does the data entry,
preparation and follow-up work — the CRM updates itself instead of relying on people
to log activity.

Q: Does Kasar replace manual CRM data entry?
A: Yes. Kasar automatically captures interactions across email, LinkedIn, WhatsApp,
calls and meetings and links them to the right records, so reps stop typing notes.

Q: Which channels does Kasar capture?
A: Email (Gmail and Outlook), LinkedIn, WhatsApp, phone calls, and meetings.

Q: Can I connect Kasar to ChatGPT or Claude?
A: Yes. Kasar ships an MCP server and a REST API so external AI tools can securely read
and write CRM data.

Q: Is there a free trial?
A: Yes, a 14-day free trial with no onboarding fees.

Q: Where is Kasar built?
A: Kasar is built in France.

## Blog

Guides and analysis from the Kasar team on AI-native CRM, automatic capture, GEO and
sales performance. Available in French and English.
- What is an AI-native CRM (and why it replaces the classic CRM):
  https://kasar.app/en/blog/crm-ai-natif
- GEO — optimizing your site for AI answer engines:
  https://kasar.app/en/blog/geo-moteurs-reponse-ia
- Stop manual data entry — how AI captures your interactions automatically:
  https://kasar.app/en/blog/stop-saisie-manuelle-crm
- Where is my data: six answers, only one of which is about a country:
  https://kasar.app/en/blog/ou-sont-mes-donnees-crm

## Affiliate program

Kasar runs an affiliate program: 25% recurring commission for 12 months, a 90-day
tracking cookie, monthly payouts, free to join. Commissions are tracked automatically
on real Stripe subscription revenue. Open to creators, consultants, agencies and
existing customers. https://kasar.app/en/affiliate

## Links

- Website: https://kasar.app/en
- Pricing: https://kasar.app/en/pricing
- Blog: https://kasar.app/en/blog
- Affiliate Program: https://kasar.app/en/affiliate
- Developer docs: https://docs.kasar.app/docs
- Contact: support@kasar.app
- LinkedIn: https://www.linkedin.com/company/kasarai