About Coffee
Coffee is an AI-powered CRM agent for sales teams that automates manual data entry. It creates and enriches contacts, prepares meeting briefings, generates notes and follow-ups, and provides pipeline intelligence to help users focus on selling.
Coffee is an AI-powered CRM agent designed to eliminate manual data entry for sales teams. It can function as a standalone CRM or integrate with Salesforce and HubSpot. The platform automatically creates and enriches contacts and companies from emails and meetings, keeping the CRM up-to-date. Key features include Meeting Intelligence, which prepares pre-call briefings and generates post-call notes and follow-ups, and Pipeline Intelligence for tracking deal progress. Users can query their data using natural language. Pricing is per-user, per-month with a 14-day free trial available. Support is offered via email and an AI-powered help center. The product is available as a web application with desktop apps for Mac and Windows for meeting recording.
Pros & Cons
- Automates CRM data entry, saving time for sales teams.
- Provides AI-driven meeting intelligence, including briefings, notes, and follow-up drafts.
- Integrates with major CRMs like Salesforce and HubSpot.
- Offers a 14-day free trial without requiring a credit card.
- Features a natural language query tool for pipeline analysis.
- The free trial is limited to 14 days, and there is no permanently free tier.
- Advanced features like Salesforce/HubSpot sync and API access are only available on higher-priced plans.
- Enterprise-level pricing requires contacting sales and is billed annually.
- Live chat and phone support are not mentioned as available options.
Features
Key features
Automatically creates and enriches contacts and companies from meetings and emails, eliminating manual input.
Researches prospects, records meetings, and generates detailed notes, follow-up email drafts, and action items.
Allows users to compare pipeline changes between dates to identify moved, stalled, or closed deals.
Users can ask natural language questions about their pipeline, at-risk deals, and stalled opportunities to get instant answers.
Records, transcribes, and analyzes calls to provide actionable insights and suggested deal updates.
Additional features
Can be used as a primary CRM or in conjunction with existing Salesforce or HubSpot instances.
Automatically generates follow-ups, reminders, and next steps based on conversations and deal activity.
Continuously enriches records with the latest company and contact data to prevent the CRM from going stale.
Offers a modern, responsive interface for use on laptops and mobile phones.
Provides a browser extension to easily add leads to the CRM from the web.
Delivers meeting briefings, follow-ups, and deal suggestions directly within Slack.
Includes a desktop meeting recorder for Mac and Windows to automatically capture and transcribe meetings.
Pricing
Monthly plans
- Email & calendar integration
- Automatic data enrichment
- Meeting recorder (desktop or cloud)
- Call Intelligence (90 day history)
- Pipeline Intelligence
- Ask Coffee
- Up to 100,000 records
- All the features of Tall
- Workspace integrations
- HubSpot or Salesforce sync
- ChatGPT, Claude support
- Slack notifications
- MCP interface and API
- Up to 250,000 records
One-time purchase
Starts at $2,000+ per workspace per month, billed annually. Includes all Grande features plus a forward deployed Sales Engineer and data migration services.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
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About Coffee
Coffee is an AI-powered CRM agent for sales teams that automates manual data entry. It creates and enriches contacts, prepares meeting briefings, generates notes and follow-ups, and provides pipeline intelligence to help users focus on selling.
Coffee Details
Coffee's In-App Market Place
Does Coffee have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- Email & calendar integration
- Automatic data enrichment
- Meeting recorder (desktop or cloud)
- Call Intelligence (90 day history)
- Pipeline Intelligence
- Ask Coffee
- Up to 100,000 records
- All the features of Tall
- Workspace integrations
- HubSpot or Salesforce sync
- ChatGPT, Claude support
- Slack notifications
- MCP interface and API
- Up to 250,000 records
One-time purchase
Starts at $2,000+ per workspace per month, billed annually. Includes all Grande features plus a forward deployed Sales Engineer and data migration services.
Source: vendor pricing page →Accepted Payment Currencies
USD
Pros & Cons
- Automates CRM data entry, saving time for sales teams.
- Provides AI-driven meeting intelligence, including briefings, notes, and follow-up drafts.
- Integrates with major CRMs like Salesforce and HubSpot.
- Offers a 14-day free trial without requiring a credit card.
- Features a natural language query tool for pipeline analysis.
- The free trial is limited to 14 days, and there is no permanently free tier.
- Advanced features like Salesforce/HubSpot sync and API access are only available on higher-priced plans.
- Enterprise-level pricing requires contacting sales and is billed annually.
- Live chat and phone support are not mentioned as available options.
Coffee's Support Options
Email Address
support@coffee.aiContact
1-855-700-6000Documentation
https://help.coffee.ai/en/Chatbot
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