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About

Coffee is an AI CRM agent built to automate CRM data entry, contact enrichment, and pipeline tracking for sales teams. Its core promise is simple: good data in, good data out. It helps teams keep their CRM clean and complete by automatically capturing and organizing the information sellers need, reducing the manual work that usually slows down sales operations. Coffee enriches contacts, tracks pipeline movement, and supports sales intelligence so teams can spend less time updating records and more time selling. Instead of relying on reps to manually maintain every field, note, and contact detail, Coffee acts as an AI layer that improves CRM hygiene and keeps customer data more useful across the sales process. It is designed to make CRM systems more accurate, current, and actionable by turning fragmented sales activity into structured information that teams can trust. For sales leaders, it helps create better visibility into pipeline health and team activity.

About

Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

B2B sales teams that need cleaner CRM data, automated contact enrichment, and more reliable pipeline visibility without adding manual admin work

Audience

Sales teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.3 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Coffee
Founded: 2024
United States
www.coffee.ai/

Company Information

InsightSquared
Founded: 2010
United States
www.insightsquared.com

Alternatives

Alternatives

Categories

Categories

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Data Visualization Features

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

Salesforce
Adobe Acrobat Sign
Adobe Marketo Engage
Anthropic
Bullhorn
ChatGPT
Claude
Gmail
Google Meet
Google Workspace
HubSpot CRM
LinkedIn Sales Navigator
Mailchimp
Microsoft Outlook
Microsoft Teams
QuickBooks Online
Rivery
Stripe
Zapier
Zendesk

Integrations

Salesforce
Adobe Acrobat Sign
Adobe Marketo Engage
Anthropic
Bullhorn
ChatGPT
Claude
Gmail
Google Meet
Google Workspace
HubSpot CRM
LinkedIn Sales Navigator
Mailchimp
Microsoft Outlook
Microsoft Teams
QuickBooks Online
Rivery
Stripe
Zapier
Zendesk
Claim Coffee and update features and information
Claim Coffee and update features and information
Claim InsightSquared and update features and information
Claim InsightSquared and update features and information