DeltaTech Innovations All products

Private beta · By DeltaTech Innovations

Kindred a CRM shaped to your industry.

A subscription CRM built by DeltaTech. Contacts, tasks, a sales pipeline, mail and calendar in one place — and a vertical pack that decides which of those a travel agency sees and which a retail brand sees. Two packs are built today: travel and retail.

Shipping today Private beta
  • Travel pack
  • Retail pack
  • Contacts
  • Tasks
  • Mail & inbox
  • Calendar
  • Roles & access
On the roadmap
  • More verticals
  • Workflow builder
  • AI chat

In private beta. Onboarding is hands-on, one customer at a time.

What Kindred stands for

01 —

One core, a pack per industry

The platform underneath is shared. On top of it sits a vertical pack that declares which modules mount in the nav and which capabilities are switched on. You get the CRM your trade needs, not a general one with the wrong parts showing.

02 —

Travel and retail are built

Travel runs bookings, an opportunity pipeline and quotes. Retail runs orders, a product catalog, subscriptions with replenishment, and customer segments. Those two packs exist today. Everything else is on the roadmap below.

03 —

A subscription, not a rebuild

You subscribe, you do not commission a custom build. Pack definitions live in our code and ship with the release, so improvements to your vertical reach you the way any other update does. Per-account tuning is configuration on top.

The product

One CRM, two vocabularies.

General CRMs give every business the same screens and the same nouns. A travel consultant and a supplement brand are handed identical software, and both spend the first month bending it into shape. Kindred starts from the vertical instead.

A pack decides two things: which modules mount, and which capabilities gate the entities, screens and tabs that render. Travel gets bookings, opportunities and quotes. Retail gets orders, a catalog, subscriptions and replenishment, and dynamic segments. The pipeline a retail brand never opens is not hidden behind a setting. It is not there.

The words follow the pack. Bookings become Orders, Contacts become Customers, Master Inventory becomes Products, Suppliers become Vendors, Segments become Customer groups. The dashboard, the reports and the tabs on a contact change with them.

One platform underneath. The right product on screen.

Modules, not a settings maze

The pack mounts the modules. Nav, screens and tabs follow it, so nobody has to switch off the half of the CRM that does not apply.

Travel is the safe default

An account with no pack set resolves to travel. Shipping a new pack cannot change what an existing desk sees.

Retail runs on repeats

Orders, subscriptions and a replenishment worklist, plus RFM segments that recompute on a schedule rather than by hand.

Read-only when it should be

The viewer role sees the whole CRM and changes none of it. No workaround permissions needed.

How it works

From empty account to working desk.

Standing up an account is four steps, and every one of them is a screen someone can reach without calling us.

01

Pick the vertical

Travel or retail. That choice loads the pack: the modules that mount, the capabilities that are on, and the words on screen. Travel is the default and the fallback.

02

Tune the pack

Where a business does not sit squarely inside its vertical, we turn individual modules and capabilities on or off for that account. It is configuration on top of the pack, not a fork of the product.

03

Connect the pipes

Add your SendGrid key for outbound email and Twilio credentials for SMS and WhatsApp. Each user connects their own mailbox and Google Calendar over OAuth.

04

Bring in the team

Add users as account admin, agent or viewer. The user list shows each person’s role and whether their mailbox is connected.

What you get

The parts a working day actually touches.

Everything below is in the product today. What is still ahead of us is set out further down the page.

Contacts that hold the whole story

Several emails and phone numbers per person, tags, links, notes, and a detail page that gathers the communication history and linked records in one place. On a retail account the same page carries Orders and Subscriptions tabs, and the travel-only tabs are gone.

Travel: bookings, pipeline, quotes

Opportunities move from lead to qualified, proposal, negotiation and close, each with a value, currency, probability and expected close date. Bookings and quotes sit beside them, and the dashboard is the travel variant.

Retail: orders, subscriptions, segments

An order list and detail, a product catalog, subscriptions with a replenishment worklist for what is due, and RFM segments built from how recently, how often and how much a customer buys. Reports and the dashboard switch to their retail variants.

Mail, inbox and templates

Compose in a rich text editor, drop in a template, merge the contact’s fields. Choose the sending account: Kindred’s SendGrid, your own, or a connected mailbox. Synced mail lands in the inbox and is matched back to the contact it came from.

A calendar that includes the work

Month, week and day views showing calendar events alongside tasks that are due. Create either one by clicking a date, drag to reschedule, and connect Google Calendar over OAuth.

Four roles, one of them read-only

Platform admin, account admin, agent and viewer. Agents run the CRM, account admins own users and integrations, and viewers get the full picture with no way to change it. Every record is scoped to your account, and the backend checks that scope on every request.

Who it’s for

Who it fits today.

Two verticals are built. The ones we are studying are named on the roadmap below, and they are not in the product yet.

  • Travel agencies and consultants Travel pack

    A trip is won before it is booked, and the same client comes back once or twice a year. So the pack leads with opportunities: a pipeline with a value and a close date on it, bookings, and the quotes that carry the itinerary.

  • Retail and subscription brands Retail pack

    A vitamin reorders monthly, a clothing label repeats each festive season. The pack leads with orders, the catalog, subscriptions and replenishment, and segments that sort customers by how recently and how often they buy.

  • The people who run it Admin

    Admin screens for users and roles, integrations, OAuth applications and the account profile, plus the pack configuration itself — the modules and capabilities that decide what the rest of the team sees.

Roadmap

Where we are, honestly.

Two verticals are built. The others are not started. Kindred is also designed AI-first, and the AI is the part we have not shipped. Here is the honest split, so nobody buys a screenshot.

  1. The CRM core

    Shipping

    Contacts, tasks, mail, inbox, email templates, calendar, campaigns and the dashboard — the parts every vertical shares, in the product and in use.

  2. The travel pack

    Shipping

    Bookings, the opportunity pipeline and quotes, with the travel dashboard and the travel tab on a contact. Travel is also the fallback: an account with nothing set resolves here.

  3. The retail pack

    Shipping

    Orders, the product catalog, subscriptions with the replenishment worklist, RFM segments, loyalty and discounts, the retail dashboard and reports variants, and a contact page that shows Orders and Subscriptions and drops the travel-only tabs.

  4. Roles and access

    Shipping

    The four-role permission model with a read-only viewer tier, per-account data scoping enforced on every request, and the admin screens for users, integrations and OAuth applications.

  5. Integrations and sync

    In progress

    SendGrid for email and Twilio for SMS and WhatsApp are in. Gmail and Outlook mailboxes and Google Calendar connect over OAuth, and synced mail is matched back to the contact it belongs to.

    The candid part: mailbox sync runs when you sign in and when you press Sync now. We took out the hourly poll on purpose, because it burned provider rate limits for nobody’s benefit, but a smarter background schedule is still work in front of us. Calendar sync already runs on its own.

  6. The next verticals

    Exploratory — not built

    Construction, real estate and interior decor are the trades we are studying next. Each one runs on a pipeline rather than repeat purchases, and interior decor leans hard on design work and quotes, so the shape of the pack is different again.

    To be clear: none of these can be bought today. Travel and retail are the only packs in the product. If you work in one of these trades, telling us is how the queue gets ordered.

  7. Visual workflow builder

    Planned — not built

    An n8n-style drag-and-drop canvas: triggers such as contact created, tag added, stage changed or a schedule; condition nodes that filter on field values, tags or ownership; action nodes that send email, SMS or WhatsApp, create a task or update a record. With a dry-run mode and execution history per workflow.

  8. Chat window and prompt-driven workflows

    Planned — not built

    A chat widget that turns a sentence into a CRM action — create a task, send a follow-up to everyone at the proposal stage — grounded in the data behind it, and linked to the workflow run it produced.

Private beta

Want Kindred for your industry?

We are onboarding one customer at a time while the beta runs, so we can sit with each one properly. If you sell travel or run a retail brand, the pack is ready. If you work in another trade, tell us — that is how the next one gets picked.