Description
Coffee is an AI-powered CRM agent designed to streamline and automate various CRM tasks for sales teams. By automating data entry, contact enrichment, and pipeline tracking, Coffee allows sales professionals to focus more on selling and less on administrative tasks. The platform automatically creates contacts and companies from external meetings and emails, attaching relevant emails, files, and notes to ensure no records are missed. Coffee enriches every record from its database, keeping the CRM up-to-date effortlessly.
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In addition to data management, Coffee prepares meeting briefings and follow-ups by researching prospects before calls, recording meetings, and generating detailed notes, follow-up email drafts, action items, and suggested deal updates. This ensures that sales teams are well-prepared for every conversation and can complete follow-ups quickly.
Coffee also offers pipeline management features, such as the Compare feature, which allows users to see pipeline changes between two dates. The Ask Coffee feature enables users to inquire about pipeline activity, deals at risk, and stalled opportunities. The platform even nudges users to create or update deals based on emails and conversations.
Coffee offers a 14-day free trial with no credit card required, and pricing starts at $10 per month per user. The platform integrates with popular tools like Salesforce, HubSpot, Google Workspace, Microsoft 365, Slack, and more, making it a versatile choice for sales teams looking to enhance their CRM capabilities. Coffee is particularly beneficial for sales managers, account executives, and business development professionals who need to manage large volumes of data and maintain an efficient sales pipeline.
- CategoryAI CRM Tools
- Pricing ModelFreemium
- DeploymentCloud
- PlatformsWeb
Coffee's Core Features
Automated data entry
Contact enrichment
Pipeline tracking
Meeting briefings and follow-ups
Pipeline change comparison
AI-driven insights
Integration with Salesforce and HubSpot
14-day free trial
How to use Coffee?
Connect your email: One-click setup with Gmail or Outlook
Coffee auto-populates: Contacts, companies, meeting briefings created automatically
Start selling: Focus on selling, not data entry
Optimize pipeline: Use AI insights to manage deals and opportunities
Coffee's Use Cases
- Automated Data Entry
- Contact Enrichment
- Pipeline Management
- Meeting Preparation
- Follow-up Automation
