Blog
Notes from
the Caretta team
Ideas on sales, organisational intelligence and building software that knows what your team knows.
- ThinkingHow to Export Your Data From Otter and FathomHow to export your data from Otter and Fathom: transcripts, recordings, and summaries, what each plan allows, and a five-step plan before you switch tools.
- ThinkingFathom Review 2026: What It Does Well, Where It StopsAn honest Fathom review for 2026: what the free AI notetaker does well, where it reaches its limits, and the signs that a sales team has outgrown it.
- ThinkingAI Sales Assistants With MCP Support (2026 Guide)What MCP support means in an AI sales assistant: how the Model Context Protocol works, why it matters for your sales stack, and the questions to ask vendors.
- ThinkingGong vs Clari Copilot: Which Fits Your Sales Team?Gong vs Clari Copilot compared honestly: analytics depth, live battlecards, pricing models, and which platform fits which kind of sales team in 2026.
- ThinkingHow to Export Your Data From GongHow to export your data from Gong: per-call downloads, bulk export through the API, what refuses to leave, and a checklist to run before you cancel.
- ThinkingGong Review 2026: Strengths, Gaps, and Who It FitsAn honest Gong review for 2026: what the platform does brilliantly, where it falls short on price and live calls, and which sales teams it actually fits.
- ProductHow to Close the Deal Visibility Gap with Caretta + SlackDeal news travels too slowly. How the Caretta + Slack integration pushes call summaries, answers, and deal signals into channels your team already reads.
- ProductHow to Turn a Notion Sales Wiki into Live Call AnswersA Notion sales wiki only works if reps can use it mid-call. How the Caretta + Notion integration turns your docs into answers on live sales calls.
- ThinkingDo You Need Both Gong and a Real-Time Assistant?Gong analyses calls after they end. A real-time assistant helps during them. When pairing both makes sense, and how the Caretta + Gong integration works.
- ProductCaretta + Attio: Call Intelligence for a Modern CRMHow the Caretta + Attio integration keeps a modern CRM current: rep-approved notes, next steps, and call context after every sales call, with no admin.
- ThinkingBest AI Tools for Sales Calls in 2026, by CategoryA guide to AI tools for sales calls in 2026 by category: recorders, conversation intelligence, real-time assistants, diallers, and platform-native tools.
- ThinkingKaia vs Gong: Which Fits Your Sales Team?Kaia vs Gong is usually a category confusion: one helps reps live inside Outreach, the other analyses calls afterwards. Here is how to choose.
- ThinkingCresta Alternatives for B2B Sales TeamsFive honest Cresta alternatives for B2B sales teams, from meeting-native copilots to dialler platforms, with a comparison table and buying advice.
- ThinkingYou Don't Ramp Reps Faster by Training HarderLonger bootcamps do not shorten ramp, because memory is the ceiling. How to ramp sales reps faster with AI that delivers answers on live calls.
- ThinkingAnswering Security and Pricing Questions on Sales CallsHow to handle technical questions on sales calls: security, pricing, compliance and SSO. What to answer live, what to escalate, and who owns each truth.
- ThinkingAI Sales Coaching Software: Live vs RoleplayAI sales coaching software splits into roleplay, post-call, and live coaching tools. Learn which type fits your team and which tools lead each category.
- ProductHow Caretta Learns From Your Top RepsTop reps' answers leave when they leave. How Caretta helps you clone your best rep by learning from top sales reps' past calls, your docs and your CRM.
- ThinkingThe AI Sales Engineer: SE Help on Every CallWhat an AI sales engineer is, how it answers security, data residency, API and SSO questions on live sales calls, and which work still needs a human SE.
- ThinkingAE Ramp Time: Benchmarks and How to Shorten ItAE ramp time benchmarks and what actually shortens them: why new account executives ramp faster when the org's knowledge reaches them on live calls.
- ThinkingAI Sales Assistant Without a Meeting BotWhat an AI sales assistant without a meeting bot is, how botless capture works, and the honest trade-offs against bot-based recorders like Fathom and Otter.
- ThinkingWhy Sales Battlecards Fail (and What Works Instead)Most sales battlecards fail in the gap between writing and the live call. Why static cards go stale, when they still work, and how live battlecards fix it.
- ThinkingOutreach Kaia Alternatives in 2026Six honest Outreach Kaia alternatives for 2026, from Clari Copilot to Salesloft, with a comparison table and the real reasons teams look beyond Kaia.
- ThinkingThe Real Cost of 'Let Me Get Back to You'Every 'let me get back to you' on a sales call trades momentum for accuracy. What it really costs, when deferring is right, and how to defer well.
- ThinkingBest Real-Time Sales Coaching Software in 2026Compare the best real-time sales coaching software in 2026: Clari Copilot, Dialpad, Outreach Kaia, Nooks and Caretta, plus where Gong and Avoma fit.
- ThinkingHow Real-Time AI Finds Answers on Live Sales CallsHow a real-time AI sales assistant finds answers mid-call: live transcription, retrieval from your own docs, CRM and past calls, and the failure modes to watch.
- ThinkingGong Alternatives for Real-Time CoachingHonest look at seven Gong alternatives for teams that want live in-call coaching, from Clari Copilot to Dialpad, with a comparison table and tradeoffs.
- ProductHow to Close the CRM Data Gap with Caretta + HubSpotThe CRM data gap: what happens on sales calls never lands in HubSpot. How the Caretta + HubSpot integration closes it with rep-approved updates.
- ThinkingSDR Ramp Time: Benchmarks and How to Cut ItSDR ramp time benchmarks, what actually consumes ramp, and the levers that cut it. Plus what does not help: more shadowing and longer onboarding decks.
- ThinkingConversation Intelligence vs Real-Time Call GuidanceConversation intelligence vs real-time call guidance: one reviews calls after they end, the other helps reps win the live call. How to choose honestly.
- ThinkingObjection Handling With AI in Real TimeHow objection handling AI surfaces the counter mid-call: 12 common sales objections, honest scripts for each, and where a live assistant helps or fails.
- ThinkingBest Real-Time AI Sales Assistants in 2026, by Use CaseThe best real-time AI sales assistants in 2026, compared by use case: cold calling at volume, discovery and demo calls, and platform-native options.
- ThinkingWhat a Real-Time Sales Assistant Actually DoesA real-time AI sales assistant listens to live calls and surfaces answers, objection responses, and next steps mid-call. How it works and when it helps.
- CompanyRobinhood Ventures Fund II invests in CarettaCaretta joins Robinhood Ventures Fund II, bringing public-market investors closer to our journey.
- CompanyCaretta launches with $1.3m Pre-Seed and Y CombinatorWe raised our pre-seed to build organisational intelligence that gives every sales team the answer, right when it matters.
