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Coeffection

Getting Started

Getting Started#

Welcome to Coeffection CRM — the unified platform built for mid-market sales teams. Coeffection combines a full contact and lead management system with an end-to-end Quote-to-Cash workflow, a communication hub, and deep integrations into the tools your team already uses every day.

This documentation covers every module in the product. Use the sidebar on the left to jump directly to the section you need. Each section includes a visual walkthrough of the interface, step-by-step instructions, and tips from our implementation team.

First-time setup checklist

  1. 1Sign up or accept your invitation email — you will land on the workspace setup wizard.
  2. 2Complete your company profile: name, timezone, logo, and default currency.
  3. 3Invite your team members via Admin → Users → Invite User.
  4. 4Connect your email provider (Gmail or Outlook) under Admin → Integrations.
  5. 5Import your existing contacts by uploading a CSV file from Contacts → Import.
  6. 6Set up at least one sales pipeline under Admin → Pipelines.
  7. 7Configure your product catalog under Products so quotes can be generated.
  8. 8Run through the 5-minute demo walkthrough available on the Dashboard.
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Tip: Coeffection uses role-based access control. As the account owner you start with the Admin role. You can assign roles (Sales Rep, Manager, Executive, Finance) to each invited user.
Workspace Setup Wizard
Step 1 of 4

Company Profile

Company Name
Acme Corporation
Timezone
America/New_York
Default Currency
USD ($)
Industry
Software / SaaS

Once setup is complete you will land on the main dashboard. From there you can navigate to any module using the left sidebar. The sidebar shows only the sections your role has permission to access.

Need help at any time? Click the ? icon in the top right corner to open this documentation in a side panel, or email support@coeffection.com.