The AI-powered 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, with Grace, your AI assistant, ready to answer questions about all of it.
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
Built-in AI assistant
Meet Grace, your AI assistant.
Grace is the AI that lives on every page of Coeffection. Ask her about your records, your pipeline and your team in plain English. She answers with charts, clickable lists and reports.
Answers as charts, not chat
Counts, totals and breakdowns come back as KPI tiles, bar charts, funnels and tables built from your live records.
Knows how your business is set up
Your record types, fields, stages and teammates. Ask about “permitting” and it knows that's a stage in your pipeline.
Lists you can click
Ask for deals, companies or projects and get a list where every row opens the real record.
Turn an answer into a report
Save it as a real report in one click, with the records behind it, ready to share or export.
Save a question, run it any time
Recipes keep the questions you ask every week one click away.
Sees only what you can see
It follows your roles and permissions. Admins set monthly usage limits and can review conversations.
Screens from a made-up sign company. Grace is an AI, and her answers here are real.
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.
27 integrations across 9 categories, and growing!
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More to come
On the 2027 build list
Don't see a tool you rely on? Tell us. Requests decide what we build next.
- Jobber
- CompanyCam
- Asana
- Aspire
- Autotask
- ClickUp
- ConnectWise PSA
- Corebridge
- Current RMS
- Dotloop
- Flex Rental Solutions
- Goodshuffle Pro
- HaloPSA
- Harvest
- Housecall Pro
- Janitorial Manager
- JobBOSS²
- LMN
- MLS listing feeds
- Paperless Parts
- Pax8
- ProShop ERP
- Rentman
- ServiceTitan
- shopVOX
- SingleOps
- SkySlope
- Swept
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
Meet Grace: Find Any Lead Just by Describing It
Grace is the AI assistant in Coeffection. Describe a lead in your own words and she finds it, plus charts, reminders and email drafts that wait for you.
What's new: tags, smarter search, and quotes that fit how you price
A new Tags field, search that filters by record type, context chips, quote pricing controls, and a friendlier signing experience. Here is what you can do now.
See the Story in Your Data
New dashboard trend charts, cleaner reports that show real names instead of ID codes, and smarter catalog search in this week's Coeffection update.
The File Stays With the Comment Now
Attach files directly to comments, sort by latest activity, and see clearer Design Completion reports with per-widget grouping and SLA visibility.
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.