AI That Knows Your Business

Your tools have
the data.
Kaelio has
the next move.

Kaelio connects your CRM, analytics, billing, and ops tools into one intelligence layer. Proactive alerts, recommended actions, and one-click execution. Directly in Slack, Teams, or email.

Kaelio
JS
What Kaelio surfaced this morning
Delivered Mon, Jan 27 at 7:45am · For: All Teams
Cross-Team
Correlated across 5 sources: 1 pipeline risk, 1 ops anomaly, 1 campaign insight. 3 recommended actions.
SignalSourceRecommended Action
Acme Corp dealPipeline stalled 14dSchedule exec sponsor call
Fulfillment lagAvg resolution +40%Review bottleneck with ops
Google Ads campaignCTR up 28%, CVR flatReallocate to top variants
3 recommended actions

Trusted by high-growth companies

Gladia
Y Combinator
Mercy
AKP
BeSimple
Alt
Lucis
Raft
Junction
Gladia
Y Combinator
Mercy
AKP
BeSimple
Alt
Lucis
Raft
Junction
Gladia
Y Combinator
Mercy
AKP
BeSimple
Alt
Lucis
Raft
Junction
Gladia
Y Combinator
Mercy
AKP
BeSimple
Alt
Lucis
Raft
Junction

Use Cases

AI that monitors, recommends, and acts. For every team.

Kaelio connects your tools, surfaces signals no single system can show you, and recommends what to do next. Whether you run revenue, ops, or marketing.

Revenue

Pre-call prep in seconds, not hours

Kaelio compiles CRM, support, billing, and usage data into a brief with talking points before every call.

Acme Corp
Call in 28 min · QBR
$85K
ARR
14
Seats
↑22%
Usage
Usage up 22% since last QBR
2 new power users identified
Expansion opportunity: API tier
Operations

Morning ops check without 5 dashboards

A morning digest with everything that needs attention, prioritized with recommended actions.

Processed342+7.5%
Avg turnaround2.1h-12%
Exceptions4+2
Weekly volume
Marketing

Campaign performance across every channel

Cross-channel results in one digest. Where to double down, what to pause, and which segments to expand.

2.4%
CTR
$34
CPA
+18%
vs last wk
Daily conversions
Marketing

Acquisition and CAC intelligence

Channel-level acquisition costs tracked weekly with reallocation recommendations.

Google
$42
LinkedIn
$128
Organic
$18
Referral
$12
$48
Blended CAC
↓8%
vs last wk
Revenue

Expansion signals nobody's tracking

Cross-references usage, billing, and CRM signals to surface opportunities and recommend actions.

Acme Corp
$120K · No activity 14d
Stalled
Initech
$85K · Close date moved
Slipped
Globex
$200K · Contract sent
On track
Finance

Revenue leakage detection

Failed charges, billing mismatches, and contract gaps flagged before they compound.

$12.4K
At risk
$8.1K
Recovered
Failed charges$4.2K
Plan mismatch$5.8K
Expired contract$2.4K

How It Works

From your tools to your next move in minutes

01

Connect your tools

Plug in your CRM, project management, analytics, billing, support, and ops tools. Kaelio maps your data across systems, creating a unified foundation in minutes.

One connected foundation. Your entire operation, unified.

Kaelio
JS
Salesforce logo
Salesforce
CRM · 12 objects synced
Connected
Linear logo
Linear
Project Management · Sprints & tickets
Connected
Mixpanel logo
Mixpanel
Product Analytics · Usage & adoption
Connected
Stripe logo
Stripe
Billing · Invoices & subscriptions
Connected
#revenue-ops
8 members
JL
Jordan Lee9:15 AM

@Kaelio I want a daily digest for the revenue team. Flag deals stalled over 10 days, billing anomalies over $5K, and any ops tickets blocking delivery. Send it every weekday at 7am.

Kaelio
KaelioAPP9:15 AM
Got it. I'll watch for these signals:
Deals with no activity >10 days
Billing anomalies exceeding $5K
Ops tickets blocking customer delivery
Digest scheduled: Every weekday 7:00 AM → #revenue-ops
02

Tell Kaelio what matters to your team

Tell Kaelio what to watch in plain language. Revenue signals, ops anomalies, pipeline changes. Describe what matters and Kaelio structures alerts and recommendations around it.

No rules to configure. Just tell it what you care about.

03

Start your day with clarity. Dig deeper anytime.

Your team opens Slack to a morning brief with prioritized alerts, recommended actions, and one-click execution. The signals that matter, with clear next steps, delivered before your first meeting.

From alerts to recommendations to action. Wherever your team works.

#revenue-ops
8 members
SC
Sarah Chen10:32 AM

@Kaelio What's slowing down our Q1 pipeline? I need to brief leadership at 2pm.

Kaelio
KaelioAPP10:32 AM
Q1 Pipeline Analysis3 risks identified
Salesforce4 deals stalled >14 days, $320K total value
GongChampion contacts gone silent on 2 enterprise deals
Linear3 implementation tickets blocking go-live for signed deals
Biggest blocker: implementation backlog. 2 deals worth $180K waiting on eng resources. Recommend: escalate resourcing with VP Eng.
View full pipeline breakdown →

Features

Like putting glasses on for your entire company.

Scheduled Intelligence

Intelligence on your schedule

Kaelio delivers digests, alerts, and briefs to Slack or email on your schedule. Your team starts the day knowing exactly what needs attention, whether that's at-risk accounts, ops anomalies, or underperforming campaigns.

Teams catch critical signals weeks earlier on average.

Kaelio
JS
Your morning digests
3 delivered
Pipeline Risk Digest
Sales7:00 AM

2 deals stalled this week · 1 competitor mention in calls · $120K at risk

Open digest →
Ops Anomaly Report
Ops7:15 AM

Fulfillment SLA breach on 3 accounts · Avg resolution time up 40%

Open digest →
Campaign Performance Brief
Marketing7:30 AM

Google Ads CTR up 28% but CVR flat · 2 campaigns need budget reallocation

Open digest →
Cross-Team Digest
CS9:00 AM
Kaelio
JS
Ad Spend Anomaly: Google Ads12 min ago

Ad spend up 35% this month while conversion rate dropped 18%. Cost per acquisition now $145, up from $98.

Recommend: pause underperforming ad groups and reallocate to top 3 variants →

Deal Risk: Acme Corp2 hours ago

Deal stalled 14 days. Last Gong call showed competitor mention. 2 support tickets unresolved.

Recommend: loop in exec sponsor + resolve open tickets before next call →

Ops Efficiency: Fulfillment Team4 hours ago

Average delivery time down 22% after process change. 3 accounts moved from amber to green SLA status.

Recommend: share with leadership as Q1 win. Replicate process for EMEA team →

Cross-Tool Signals

Signals your tools can't surface alone

Ad spend climbing on a channel while conversions quietly drop. A deal stalling while support tickets pile up. Kaelio correlates signals across your entire stack, recommends the next step, and can take action on your behalf.

From signal to recommendation to action, before problems escalate.

Conversational Interface

From signal to recommendation to action.

Kaelio surfaces what needs attention, recommends the next step, and your team approves or lets Kaelio execute. Need to dig deeper? Ask a follow-up in Slack. Revenue, ops, marketing, billing. All connected, all actionable.

From context to action in under 30 seconds.

#marketing·Thread
PN
Priya Nair2:14 PM

@Kaelio How are our paid campaigns performing this month? Budget review is tomorrow.

Kaelio
KaelioAPP2:14 PM
Paid Campaigns, March3 active
HubSpotGoogle Ads: $42K spent, 1,240 MQLs, CPA $34
MixpanelLanding page conversion: 4.2% (up from 3.1%)
SalesforcePipeline sourced from paid: $380K, 12 opps
Google Ads outperforming LinkedIn 3:1 on CPA. Consider shifting 20% of LinkedIn budget.
PN
Priya Nair2:15 PM

@Kaelio Break down Google Ads by campaign. Which ones should I cut?

Kaelio
KaelioAPP2:15 PM
Google Ads Breakdown
Brand search$12K spent, CPA $18, 680 MQLs. Top performer.
Competitor$8K spent, CPA $52, 154 MQLs. Underperforming.
Retargeting$22K spent, CPA $31, 406 MQLs. Solid.
Cut “Competitor” campaign, reallocate $8K to Brand search. Projected +220 MQLs at current CPA.
Kaelio
JS
Business Context
Week 4
What Kaelio has learned
Your revenue recognition rules

You recognize on invoice date, not booking date · All reports aligned

How you measure attribution

30-day window · Marketing-sourced pipeline scored on your convention

Which signals matter to your team

Raw page views dismissed · Replaced with engaged session depth (>2 min, >3 pages)

Recommendations acted on84% (was 62%)
Adaptive Learning

Learns how your business actually works

Kaelio learns how your team defines metrics, calculates KPIs, and interprets signals. Conventions, business logic, and assumptions behind your data. Every recommendation and action reflects how your company operates.

Your business context, built in. Sharper with every interaction.

Your Stack, Connected

Every tool connected.
Every action informed.

Kaelio connects your CRM, analytics, project management, billing, support, and data warehouse tools. Run your business smarter with AI.

SalesforceSalesforce
HubSpotHubSpot
StripeStripe
SegmentSegment
SnowflakeSnowflake
MixpanelMixpanel
ZendeskZendesk
SlackSlack
NotionNotion
SalesforceSalesforce
HubSpotHubSpot
StripeStripe
SegmentSegment
SnowflakeSnowflake
MixpanelMixpanel
ZendeskZendesk
SlackSlack
NotionNotion
SalesforceSalesforce
HubSpotHubSpot
StripeStripe
SegmentSegment
SnowflakeSnowflake
MixpanelMixpanel
ZendeskZendesk
SlackSlack
NotionNotion
SalesforceSalesforce
HubSpotHubSpot
StripeStripe
SegmentSegment
SnowflakeSnowflake
MixpanelMixpanel
ZendeskZendesk
SlackSlack
NotionNotion
GongGong
AmplitudeAmplitude
IntercomIntercom
PendoPendo
PostgreSQLPostgreSQL
GainsightGainsight
BigQueryBigQuery
GitHubGitHub
PostHogPostHog
GongGong
AmplitudeAmplitude
IntercomIntercom
PendoPendo
PostgreSQLPostgreSQL
GainsightGainsight
BigQueryBigQuery
GitHubGitHub
PostHogPostHog
GongGong
AmplitudeAmplitude
IntercomIntercom
PendoPendo
PostgreSQLPostgreSQL
GainsightGainsight
BigQueryBigQuery
GitHubGitHub
PostHogPostHog
GongGong
AmplitudeAmplitude
IntercomIntercom
PendoPendo
PostgreSQLPostgreSQL
GainsightGainsight
BigQueryBigQuery
GitHubGitHub
PostHogPostHog
LinearLinear
JiraJira
ChargebeeChargebee
PipedrivePipedrive
GmailGmail
TeamsTeams
AsanaAsana
ChurnZeroChurnZero
MetabaseMetabase
LinearLinear
JiraJira
ChargebeeChargebee
PipedrivePipedrive
GmailGmail
TeamsTeams
AsanaAsana
ChurnZeroChurnZero
MetabaseMetabase
LinearLinear
JiraJira
ChargebeeChargebee
PipedrivePipedrive
GmailGmail
TeamsTeams
AsanaAsana
ChurnZeroChurnZero
MetabaseMetabase
LinearLinear
JiraJira
ChargebeeChargebee
PipedrivePipedrive
GmailGmail
TeamsTeams
AsanaAsana
ChurnZeroChurnZero
MetabaseMetabase

Same tools. Completely different outcomes.

That's what happens when intelligence finds you and tells you exactly what to do next.

Without Kaelio

Switching between 5 tools just to understand what’s happening
Learning about problems after they’ve already escalated
Spending 45 minutes building context before every important meeting
Seeing a risk but not knowing what to do about it
Knowing something needs to happen but nobody owns the follow-up

What Kaelio delivers

Every tool connected. Full context on anything in seconds
Risks surfaced early with a recommended action attached
Meeting briefs with talking points, risk context, and next steps
One-click execution: approve the action and Kaelio handles it
Recommendations that get sharper the more your team uses them

FAQ

Common questions

Dashboards show you what happened. Kaelio tells you what to do next. It proactively monitors your connected tools, recommends actions, and can execute them on your behalf. Your team gets prioritized recommendations delivered to Slack, Teams, or email, and can trigger actions directly or dig deeper with follow-up questions. Think of it as an AI operations layer that monitors, recommends, and acts.

No. Kaelio connects to your existing stack: Salesforce, Linear, Snowflake, Stripe, and others. It monitors your tools, correlates signals across them, recommends actions, and can execute them, all where your team already works (Slack, Teams, email). It can create tasks, update records, and trigger workflows back into your tools. Nothing to migrate, nothing to rip out.

Most teams are up and running in under 30 minutes. Connect your data sources, pick a template or build your own, and Kaelio starts monitoring. Your first digest can arrive by the next morning.

Kaelio watches the signals you tell it to care about across your connected tools. It flags situations where multiple signals converge, like declining metrics in one system combined with escalating issues in another, and recommends specific actions to resolve them. Start with proven templates out of the box, then Kaelio adapts based on which recommendations your team acts on.

Yes. Tell Kaelio what to watch and how to respond in plain language, or start with a template. You can adjust thresholds, signal weights, and the types of actions Kaelio recommends or takes. Kaelio also tunes itself based on your team's behavior, so the recommendations get sharper over time.

ChatGPT and Claude can pull data from your tools when you ask. Kaelio monitors them around the clock without being asked. It detects cross-tool signals, delivers prioritized recommendations on a schedule, and can execute actions back into your systems. Purpose-built for teams, not individual prompts. And it gets sharper over time as your team acts on its recommendations.

Every recommendation Kaelio gives cites its sources: which tool the data came from, when it was last synced, and the specific records behind it. Your team can verify anything in seconds. No black boxes, no guessing.

Yes. When connecting a data source, you control exactly which objects and fields Kaelio can read. Sensitive fields can be excluded, and you can review permissions at any time. Your data, your rules.

Yes. Kaelio is SOC 2 and HIPAA compliant and uses 256-bit encryption at rest and in transit. Your data is never shared across customers or used to train models. We offer SSO, role-based access, and audit logs for enterprise deployments.

Get Started

Your tools connected.
Your next moves delivered.

Connect your tools in minutes. Kaelio monitors, recommends, and acts by tomorrow morning.

Get Started

14-day free trial. We get you set up in one call.

SOC 2 Compliant
256-bit Encryption
HIPAA