— What you get v.2026 — ed. spring

01 · WORKS WITH YOUR AI

MCP server for your AI tools

Your context in your AI tools. Connect kōdlo over MCP and use the same prospects, plans, documents and decks in Claude Desktop, Claude Code, Codex, OpenAI Work and Dots, or any other tool that supports MCP. It's also a place where your whole sales team and their agents work together: through MCP, Claude can even read the comments your teammates or their agents left in your shared workspace.

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kōdlo MCP server for Claude Desktop, Claude Code and Codex: the AI tool reads a teammate's comment on a prospect's timeline

02 · WORKING SURFACE

AI CRM workspace

The agent on the left, your CRM records live on the right. It reads the contact you have open and writes to the same database you browse. Run several threads at once: prospecting in one, a single deal in another.

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kōdlo AI-native CRM workspace with the agent beside live contact records

03 · CALL NOTES

AI note taker for sales calls

Call notes have a habit of getting lost. In kōdlo, the agent saves every call to its own project in the Knowledge Hub, where you can review and edit it. Add the notes to the lead's card, and the agent uses them to understand the conversation and write a follow-up that makes sense.

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AI note taker for sales calls: kōdlo records a discovery call and saves AI meeting notes with next steps to the Knowledge Hub

04 · PROSPECT SOURCING

Discovery: AI prospecting

Discovery searches the open web for companies and people that match your ICP. Every lead arrives with a buying signal as proof: a funding round, a job ad, a line on their site. Nothing is imported until you approve it. Up to 25 leads per run.

How AI prospecting works

AI prospecting results in kōdlo with buyer-fit evidence for each lead

05 · PRE-CALL RESEARCH

Deep search: cited account research

Ask about a company, a person or a market. Deep search reads the public web and writes a prospect research report in minutes. Every line traces to a source, and if a run hits its budget, the report names the gaps.

Sales intelligence with kōdlo

Cited account research report generated by kōdlo deep search

06 · INSTITUTIONAL MEMORY

Knowledge Hub

An AI knowledge base for your price lists, case studies and contracts, scanned PDFs included. The agent answers from them and lists the documents it used. A private project stays private, even from workspace admins.

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kōdlo Knowledge Hub answering from uploaded sales documents with sources

07 · WORK THAT REPEATS

Scheduled jobs: sales automation

"Every Monday, check these accounts for news and open a ticket if anything moved." You confirm the job once and it runs on schedule. Results arrive in your kōdlo workspace.

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Scheduled sales automation jobs in kōdlo

08 · OFFER MATERIAL

Deck (beta): AI pitch decks

Give the agent the audience and the argument. It builds the pitch deck on a template taken from your own PowerPoint or website, with your colours and layouts. Edit slide by slide, then export to PowerPoint or PDF.

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09 · THE MESSAGE

Outreach drafts

Messages written from what kōdlo knows about the contact and checked for machine-sounding phrasing. Copy them to LinkedIn in one click, or paste them anywhere else. kōdlo never sends anything: you send from your own account.

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AI outreach drafts for LinkedIn in kōdlo

10 · WHAT THE AGENT REMEMBERS

Long-term memory

On Pro and above, kōdlo remembers past conversations and documents, so "what did we tell Acme in March?" has an answer. You can see what is held, pause it and delete it. No model is trained on it.

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Long-term AI agent memory of past sales conversations in kōdlo

11 · LIST OF PROSPECTS

Campaigns and ICP

A campaign holds the prospects you are working now and the brief the agent reads first. The agent interviews you and writes the ideal customer profile and the outreach playbook into it.

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Campaign with ICP and outreach playbook in kōdlo

12 · THE RECORD

Contacts and pipeline

Contact management with the person, the company, a pipeline status and a dated timeline. Research, lead evidence and drafts all attach here. Only a person can mark a contact do not contact.

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Contact management and pipeline status in kōdlo CRM

13 · YOUR TASK TRACKER

Tickets

Follow-up tasks with a status, a priority and an owner. The agent opens and updates them, and you can ask it what is outstanding.

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Sales follow-up tickets created by the kōdlo agent

14 · WORK WITH REPORTS

Generate

Reports and drafts arrive as documents with a stable link. Read them while they are being written, edit them, and save them to the Knowledge Hub for later.

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Sales reports and drafts saved as documents in kōdlo

15 · HOW YOU SOUND

Tone of voice

Save a writing style once and switch with one click: founder to founder, or a formal reply to procurement. Presets are per person, so teammates still sound like themselves.

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Tone of voice presets for AI outreach in kōdlo

Questions, answered

What is an AI-native CRM?

A CRM built around an AI agent, not a database with a chatbot added. In kōdlo the agent finds prospects, researches accounts and writes the drafts, then records it all on the contact.

Does kōdlo work with Claude Code and Claude Desktop?

Yes. Over MCP, kōdlo works with Claude Desktop, Claude Code, Codex, OpenAI Work, Dots and any other tool that supports MCP. Your AI tool uses the same prospects, documents and team comments as the kōdlo workspace.

Does kōdlo have an AI note taker for sales calls?

Yes. The agent saves every call to its own project in the Knowledge Hub. You add the notes to the prospect's card, and the agent uses them to write a better follow-up.

Is kōdlo an AI sales agent or a CRM?

Both. It is a CRM with an AI sales agent working on the same records.

Does kōdlo send LinkedIn messages or emails?

No. It writes the drafts, and you send them from your own account.

Where does the prospect data come from?

The public web. Each prospect keeps its evidence and source links.

Is kōdlo a good CRM for startups and small teams?

Yes. Starter is one seat at $49 a month, Pro is three seats at $199 a month, and you can start on the Free plan, no credit card required. See pricing.

Do I need a credit card to try kōdlo?

No. The Free plan needs no credit card and has no time limit. It includes one-time AI credits for one user, and you can move to a paid plan at any time.