PetalIt reads the client email you send it, spots the deals that need you, and drafts the updates and follow-ups. You approve each update and send each follow-up yourself.
Petal is open by invitation. Sign in or sign up with the address your invitation went to.
Five steps in the app, with example data: Ori Shaked's email filed on the deal "Saltmarsh Payments, 120 seats, yearly", with the sentence about the new amount marked; on the deal, a suggested update to its amount and expected close beside that sentence; Approve pressed; the deal showing the new amount and expected close; and, drawn for this example, the card asking whether changes like this to the expected close should apply automatically from now on, answered yes.
BCC your personal address when you write to a client, or forward the email to it. Or connect Gmail, read-only. We never use it to train AI models, and never sell it or use it for advertising.
Nothing on the deal changes until you approve.
"We usually start with an email to see if they're even open to a chat, and if they write back we get them on a quick phone call. If they're interested we book a proper demo with whoever makes the decision, then send over a proposal and follow up until they decide, and once they sign we kick things off with an onboarding call."
A live model's answer, shown unedited.
To Do lists the deals that need you, each with its reason and a suggested next move.
The app's daily check wrote this; no model was involved.
The follow-up is written from the deal record. Change the facts and the draft follows.
Subject
Office move, 40 seats
Message
Hi Maya, Thanks for joining the demo with the operations team about the Office move, 40 seats at Globex. I noted that you liked the demo and are waiting on their budget sign-off. Would you like me to check back once that sign-off is in place? Best, Dana Levin
Subject
Office move, 40 seats — two-week trial
Message
Hi Maya, Thanks for the Demo with the operations team about Office move, 40 seats at Globex. You asked for a two-week trial before deciding. Would you like to proceed with the two-week trial? Best, Dana Levin
Subject
Office move, 40 seats — next meeting
Message
Hi Maya, Following the Demo with the operations team, I’m following up on the Office move, 40 seats at Globex. You wanted a second meeting with your finance lead; let’s schedule it for [day and time]. Best, Dana Levin
From the app, not part of the email
The app won't send it until the gap is filled.
Subject
Office move, 40 seats
Message
Hi Maya, I’m following up on the Demo with the operations team about the Office move, 40 seats at Globex. Would you be open to a brief conversation about next steps? Best, Dana Levin
Subject
Office move, 40 seats
Message
Hi Maya, I’m following up on the Demo with the operations team about Globex’s Office move, 40 seats. You liked the demo and were waiting on their budget sign-off. Has their budget sign-off come through? Best, Dana Levin
Subject
Office move, 40 seats
Message
Hi Maya, Following up on the Demo with the operations team about the Office move, 40 seats at Globex. You asked for a two-week trial before deciding. Would you like to discuss the next step for the trial? Best, Dana Levin
Subject
Office move, 40 seats — next meeting
Message
Hi Maya, Our Demo with the operations team covered the Office move, 40 seats at Globex. You want a second meeting with your finance lead. Could we set up that meeting for [day and time]? Best, Dana Levin
From the app, not part of the email
The app won't send it until the gap is filled.
Subject
Office move, 40 seats
Message
Hi Maya, I’m following up on the Demo with the operations team about the Office move, 40 seats at Globex. Would you be open to a follow-up to discuss next steps? Best, Dana Levin
The drafting model's real output, unedited.
Describe a rule. See on which deals it would have run in the last 30 days.
"When a deal is won, plan a thank-you call."
Ask the chat for a report, or build one by picking fields.
"Open deals by stage and owner, this quarter."
No model ran: each question was saved as a report.
See why this quarter's forecast moved since last week, deal by deal.
Screens from PetalCRM, with example data.
AI suggestions wait for your approval.
See the source of every value.
Every change the AI makes can be undone, unless it has changed since.
| Area | Typical sales CRM | PetalCRM |
|---|---|---|
| Setting it up | Settings screens, or an admin to work them | Say how you sell, then approve the draft |
| Keeping deals up to date | Reps type in what each client said | Suggested from client email, for you to approve |
| Reports | A report builder to learn | Ask for one in plain words, or pick the fields Beta |
| Automations | On a higher plan | On every seat, tested on your last 30 days |
| Forecast | On a higher plan | On every seat, with the deals that moved it |
| AI | On a higher plan, or paid for in credits | Included in every seat. No limits until further notice. |
Typical: common among established sales CRMs, not all.
Import contacts, companies and deals. Activities and notes don't come across yet.
Your data is encrypted in transit and at rest.
We don't train or fine-tune any AI model on your data.
Your information stays yours.
No. BCC your personal address, or forward the email to it.
Yes. An owner or admin can download everything as spreadsheet files.