Every deal. Every touchpoint. One platform.
Coeffection connects your sales team with 14 integrations, automated workflows, and quote-to-cash in a single workspace.
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Integrations
Contacts Managed
Quote to Cash in Minutes
Uptime
Smart Pipeline Management
Visualize your entire sales process with drag-and-drop Kanban boards that adapt to your team's workflow.
- Custom stages & fields for your workflow
- Automated deal progression rules
- Real-time revenue forecasting
Quote-to-Cash Automation
From first quote to final invoice — one seamless, automated workflow that eliminates manual handoffs.
- Product catalog with version control
- One-click contract generation
- Automatic invoice on close
Unified Communication Hub
Every email, call, text, and meeting in one unified timeline — nothing falls through the cracks.
- Gmail & Outlook email sync
- Twilio call tracking & recording
- AI-powered meeting transcription
Connects with the tools you already use
18 integrations across 7 categories, all working together
Calls, email, SMS, and chat — all in one timeline
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Smart scheduling that syncs with your calendar
Invoicing and revenue tracking, fully automated
Contracts signed without leaving your CRM
Import leads and manage projects from your favorite tools
Automate data flow between your favorite tools
Email delivery and audience management
Signature
DocuSign Integration
Contracts signed without leaving your CRM
- Embedded signing experience
- Template library with auto-fill
- Bulk send for high-volume deals
- Real-time status tracking
Slack Integration
Deal rooms that update themselves
- Automatic deal channel creation
- CRM notifications in Slack
- Bi-directional status sync
- Team collaboration on deals
Channels
Deal moved to Proposal
Contract sent via DocuSign
Deal Won! — $45,000
Contract
Acme Corp
$45,000
SignedInvoice
INV-2024-001
$45,000
SentQuickBooks Integration
Invoice the moment the deal closes
- Automatic invoice generation
- Revenue recognition sync
- Payment status tracking
- Financial reporting integration
Twilio Integration
Call, text, and track from one screen
- Click-to-call from any contact
- SMS conversations in CRM
- Call recording & transcription
- Automatic activity logging
Sarah Chen
Acme Corp
Connected
From quote to cash, automatically
Five steps, zero manual handoffs
Simple, transparent pricing
Start with a 14-day free trial. Scale as you grow.
Starter
For small teams getting started
- Core CRM & pipeline management
- Gmail & Outlook sync
- Custom fields & reporting
- 2 GB storage per user
- Email support
Professional
For growing sales teams
- Everything in Starter
- Quote-to-cash workflow
- Twilio, DocuSign & Zoom
- Workflow automation
- 5 GB storage per user
- Priority support
Business
For mid-market teams
- Everything in Professional
- QuickBooks & NetSuite sync
- Custom roles & full RBAC
- Advanced analytics & KPIs
- 15 GB storage per user
- Dedicated support channel