“When a rep leaves, their pipeline walks out the door.”
The history, the promises, the right contact on the customer's side all live in one person's phone and inbox.
Morning brief · TuesdayIllustration- Promised todaySend the industrial valve quote to Tuan (Phu Hung)Email Oct 14: “I'll send you the quote on Tuesday”
- Waiting on youLan (Minh An Logistics) asked about next week's deliveryMeeting Oct 12 · 18 min
- Gone quietDong A Steel: no contact for 21 days — usually 7Suggested opener ready
The AI teammate for B2B sales teams
People leave. Customers stay.
Your reps sell. CoCollie remembers.
CoCollie reads your team's email, meetings and notes, and keeps track of what each customer said, what you promised, and what's about to slip. Nobody types into a CRM. No customer gets forgotten. And when someone leaves, their customers stay with you.
14-day free trial · No credit card
Sound familiar?
The three things owners, managers and reps tell us most.
“Nobody updates the CRM.”
Data entry costs the rep time today and helps someone else later. So the data is always stale.
“The lead asked for a quote. Nobody called back.”
Evening messages, weekend emails, “I'll send it tomorrow”… lost among a hundred other tasks.
CoCollie doesn't add work to your team. It takes the remembering off their plate.
Four things CoCollie does for your team
Each one runs on data you already have: email, calendar, meetings, messages.
01
People leave. Customers stay.
When a rep leaves, CoCollie prepares a one-page handover brief, intro emails for each customer, and moves every open promise. Until someone takes over, the AI keeps customers warm.
See how handover works 02Remembers for you — no CRM typing
Customer profiles update themselves from email, meetings, voice notes and chat screenshots. Everything the AI extracts comes with the original sentence.
See features 03No customer slips through
A personal morning brief. Two-way promises tracked to the date. Customers who've gone quiet get named.
See features 04On duty while you sleep
AI answers customers on your website, Messenger and shared inbox — always says it's an AI, only says what you approved, hands over when needed.
See AI on dutyConnect once. CoCollie takes it from there.
- 01
Connect email and calendar
Gmail, Outlook or any company mailbox. Add Zoom, Slack or Teams if your team uses them.
- 02
CoCollie builds customer profiles
Who the contacts are, what's being discussed, who promised what and by when. Every line links back to its source.
- 03
Every morning, everyone knows what to do
A morning brief, nudges about neglected customers, reply drafts ready to approve.
Customers on personal WhatsApp, LINE or Zalo? Screenshot the chat — CoCollie reads it and files it to the right customer.
A teammate, not a supervisor.
Most sales software is bought so managers can watch reps. CoCollie is built to help the rep first.
AI drafts, people decide
Every AI email waits in a queue for at least 10 minutes so you can edit or cancel.
No employee scoring
CoCollie doesn't rank anyone or measure who “works harder”.
Private notes stay private
Managers can't read them.
Your data belongs to your company
Export everything, any time.
What everyone gets
Reps
No more
CRM data entry, tracking every promise in your head, writing emails from scratch
Instead
A morning brief, context-aware drafts, meeting prep in a minute
Sales managers
No more
Chasing everyone for “any update on that account?”
Instead
At-risk commitments and deals, a weekly report built from real conversations
Business owners
No more
Losing customers when people leave
Instead
Customers that belong to the company, handover in minutes, AI on duty when the team is off
Busywork is eating your selling time.
28%
of the week reps actually spend selling.
Salesforce, State of Sales, 5th ed., 2022
42 hours
average time companies take to respond to an online lead; 23% never respond.
Harvard Business Review, 2011
About half
of departing employees keep confidential data from their former employer.
Symantec & Ponemon Institute, 2013
Industry research, not CoCollie results.
Works with the tools your team already uses.
- Gmail
- Google Calendar
- Outlook
- Any IMAP mailbox
- Zoom
- Slack
- Microsoft Teams
- HubSpot
- Google Sheets
- Messenger
- Google Drive
- SharePoint
- Notion
Import customers from Excel/CSV. Personal WhatsApp, LINE, Zalo: import via screenshots.
Customer relationships are your biggest asset. We treat them that way.
- Company data isolated at the database level
- Role-based access
- Tamper-proof audit log
- Servers located in Vietnam
- AI providers don't train on your data
- CoCollie staff can only look with your permission
Frequently asked questions
Do I have to replace my CRM?
No. CoCollie imports from HubSpot and can write deal stages back; for other CRMs, import via Excel/CSV.
Will the AI email my customers on its own?
Only if you turn that on. By default the AI drafts and a person approves; emails wait at least 10 minutes in a queue.
Is my data used to train AI?
No.
How long does setup take?
Connecting a mailbox takes minutes; CoCollie starts building profiles right away.
Let CoCollie remember for your team.
Try it free for 14 days, no credit card. Connect your inbox in minutes.