The flexible CRM
A CRM without opinions.
It fits how you do business, not the other way around. Build your own entities, link them with real relationships, and run them on multi-branch pipelines. Then get reports, dashboards, and every conversation in one place.
Built by people who spent years configuring Salesforce, NetSuite, HubSpot and GoHighLevel. Coeffection does out of the box what took us months and six figures to wire up in those.
Uses Coeffection to track every home through its escrow stages.
Built for how mid-market teams actually sell
The differentiator
From quote to paid invoice, automatically.
Catalog to signed contract to accounting invoice, in five steps with zero manual handoffs. The moment a contract is signed, the opportunity closes and the invoice is created.
Catalog
Version-controlled pricing & product catalog.
Quote
Build a branded quote with live pricing rules.
Sign
DocuSign, signed without leaving the CRM.
Close
Signature auto-moves the deal to Won.
Invoice
Invoice created in QuickBooks or NetSuite.
The platform
Everything a mid-market sales team runs on, in one place.
Sales pipeline that fits your process
Custom stages, forecasting, and per-team routing that mirror how you actually sell.
- Custom pipelines & stages
- Approval gates & discount rules
- Forecasting & win-rate insights
Quote-to-cash automation, end to end
Turn a signed contract into a Won deal and an accounting invoice. No re-keying.
- Product catalog & versioned pricing
- DocuSign contract workflow
- QuickBooks & NetSuite sync
Every call, email & meeting in one timeline
Gmail, Outlook, Twilio voice/SMS, and Zoom, all logged against the deal automatically.
- Email & calendar sync
- Twilio voice & SMS
- Zoom + meeting transcription
See it in action
Not a rigid template. A CRM shaped to your business.
Build your own pipelines and record types, report on any of it, and talk to customers without leaving the app.
Custom pipelines
Drag-and-drop stages, approval gates, and per-team routing. Model any process, not just a generic sales funnel.
Custom entities & records
Contacts, deals, and whatever your business actually tracks (Properties, Permits, Projects) as first-class records.
Reports & dashboards
Build reports on any record and pin them to shareable dashboards: pipeline, revenue, and team performance at a glance.
Phone & SMS, built in
Call and text customers from inside the CRM with Twilio. Every conversation is logged against the record automatically.
Integrations
Works with the tools your team already runs on.
20 integrations across 7 categories, and growing!
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Pricing
Simple, transparent pricing.
Built for teams of 20–200. Not a fit for solo users or 1–2 person shops.
3 included seats · +$8.99/seat
- 10,000 records included
- Unlimited custom entities & fields
- Custom pipelines with branching stages
- One home for contacts, companies, leads & deals
- Kanban, list & calendar views of any pipeline
- Two-way Gmail, Outlook & calendar sync
- Tasks, reminders & a full activity timeline
- Model any data with rich, linked field types
- Collaborate in context: notes, @mentions & files
- Saved views & smart filters for every team
- Role-based access control (5 roles)
- One-click CSV import & export
- Audit trail on every change
7 included seats · +$8.99/seat
- 20,000 records included
- Everything in Starter
- Visual report & dashboard builder
- Workflow automation
- Quotes & proposals
- Product catalog & price books
- Contracts & e-signature (DocuSign)
- Invoicing
- Client portal
- Lead inbox & web-form capture
Save ~15% billed annually.
Why teams switch
Less duct tape. Fewer dropped deals.
Close faster
Quote, sign, and invoice in the CRM. The handoffs that used to take days now happen in minutes.
Nothing slips
One timeline for every touchpoint means no deal falls through the cracks between tools.
Own your config
Every tenant config change is version-controlled, with one-click rollback when you need it.
Enterprise concierge
Sit back. We'll get you running.
White-glove onboarding where our team does the heavy lifting. We spend real time learning how your business actually works, then set it all up to match. On the phone, on video, and on-site in your office when it helps.
Setup, done for you. Integrations, data migration, and pipeline configuration, handled by us and shaped to how your business runs.
On-site when it counts. For big rollouts we fly out and work next to your team in person until you're live.
Training for everyone. One-on-one and group sessions, so every team is confident from day one.
We'll build what's missing. Hit a gap in what Coeffection can do and we'll prioritize custom development for your company. You get the feature, and the whole product gets better.
Fresh from the team
Latest from the blog
Quotes That Move, an Assistant You Can Ask, and a Stronger Front Door
Quotes now flow through your pipeline, the AI assistant got sharper, and account security got a serious upgrade this week.
Find the Moment, Not the Meeting
This week: jump straight to the moment in a recorded call, quotes that match how you actually sell, and a few smaller things that add up.
When the quote and the invoice finally agree
For a lot of shops, the tax line on a quote is a small guess with big consequences. Here is how we made it match what QuickBooks would actually invoice, down to the cent.
The discount that should have needed a second look
A rep can drop a margin below the floor to close a deal, and nobody notices until the invoice looks wrong; this is the stretch where Coeffection learned to pause a risky quote for a manager's sign-off before it goes out, plus a gate reps can't type around, one-click Slack approvals, SLAs on templates, and pipelines that promote themselves.
FAQ
Questions, answered.
What is a quote-to-cash CRM?
It's a CRM that carries a deal all the way from the first quote through a signed contract to a paid invoice, without switching tools. Coeffection connects your product catalog, quoting, DocuSign contracts, and QuickBooks/NetSuite invoicing so the whole path lives in one place.
Who is Coeffection built for?
Mid-market sales teams of roughly 20–200 users who've outgrown a simple CRM and are stitching together separate tools for quoting, contracts, and invoicing.
Which tools does Coeffection integrate with?
DocuSign, QuickBooks, NetSuite, Gmail, Outlook, Twilio, Zoom, Slack, Fireflies.ai, Dropbox, Google Drive, and more. That's 20 integrations across 7 categories.
Is my data secure and isolated per tenant?
Yes. Every tenant's data is isolated by tenant, every change is captured in an audit log, and configuration changes are version-controlled with one-click rollback.
Do I need a credit card to start?
No. Start a 14-day free trial with no credit card, and cancel anytime.
Can I migrate from my current CRM?
Yes. Onboarding and migration help is included, and your imported pipeline, contacts, and custom fields map into Coeffection's configurable schema.