Shared inbox for founders and small leadership teams
You are the CRM, and that stopped scaling at employee five. Sektra holds the context instead, as a client management tool that answers any question about any client with the source attached.
At five people, one founder can still hold every client in their head. At fifteen, the CC line becomes the memory, and the founder becomes the bottleneck on every reply.
Sektra reads the team's conversations across Gmail, Outlook and WhatsApp and keeps a record per client. Leadership sees which promises are overdue, who owes whom a reply, and how fast each teammate and each client is answered. The assistant answers any question about any client with the source attached.
Sektra is a separate workspace that syncs two ways with Gmail, Outlook and WhatsApp. Mail stays where it is, and teammates who are not yet on Sektra keep working as before, so nothing has to be enforced on day one.
What it tells you, and why
“Two accounts the team is watching went quiet this week, and one of them is still owed a reply from us.”
Silence watches on the accounts that matter, with the alert going to the right person.
“Twelve commitments are overdue across the team.”
Promises are tracked per client and per teammate, so slippage is visible before the invoice goes unpaid.
“What did we promise this client this quarter?”
The assistant answers from the team's mail, with citations.
What your team gets on day one
One record per client
Every client relationship, with its commitments and open questions, across every inbox the team runs.
Numbers leadership will read
Response times per teammate, per inbox and per client, reported as medians and 90th percentiles, plus commitments met and overdue.
Out of the CC line
The record lives in Sektra, so nobody needs to copy you to keep you informed.
Adoption without enforcement
The team keeps its mail in Gmail or Outlook. Sektra syncs with it two ways.
Questions, answered
What teams like yours ask before they connect an inbox.
What is the best client management tool for a small team?
The one nobody has to update. Client management software built as a database depends on the team logging what happened. Sektra builds the record from the mail the team already sends, so a small team gets a complete record without a data entry habit.
How do founders stop being copied on every client email?
Give the team one place where the record lives. When any teammate can ask what was promised to a client and get the answer with the source, the CC line stops being the memory. Leadership reads the digest.
How long does rollout take?
Connect a mailbox in minutes, invite the team from Settings, and Sektra reads the existing history in the background. The team can work from it the same day.
Can leadership see response times per teammate and per client?
Yes. Analytics report first response and resolution times per teammate, per inbox and per client, as medians and 90th percentiles, with commitments met and overdue alongside.
Is our mail safe?
Gmail and Outlook connect through Google or Microsoft sign-in, so Sektra never sees those passwords, and an IMAP mailbox's password is stored encrypted. Mail is encrypted in transit and at rest, never used to train models, and deleted within 30 days of leaving. The security page has the detail.
Coming from another tool?
What stays the same, what changes, and what the switch takes, one tool at a time.
Playbooks for founders and leadership
CRM hygiene is a losing battle: the CRM your team stopped updating, and the record that writes itself
Every CRM rollout begins with resolve and ends with a database of good intentions. The problem is that it asks humans to be scribes. An audit, and the alternative.
Read the articleProductWhat relationship memory is, how it differs from relationship intelligence, and what it keeps getting mistaken for
Every account team already runs on relationship memory. It lives inside particular people and resigns when they do. A definition, the relationship intelligence comparison, and four things it is not.
Read the articlePlaybooksWhere does the relationship go when an account manager leaves, or when sales hands off to customer success?
Two weeks of notice, forty accounts, one handoff doc written from memory. The handoff problem is what gets lost when relationships change hands, from sales to success or from one owner to the next.
Read the articleSee it on your own inbox
Connect a mailbox and Sektra builds the memory of your clients from the history already there.