360° customer view
Contacts, open topics, stage, promises, last conversation — built from email, calendar and meetings. Every fact is backed by a quote.
Customer profile · Phu HungIllustration- ContactTuan — Head of PurchasingLast contact: email Oct 14
- We promisedSend the valve quote — due Tuesday“I'll send you the quote on Tuesday” · Email Oct 14
- They promisedConfirm quantity with his boss — next weekMeeting Oct 12 · 18 min
Every fact comes with its source sentence
Everything your sales team needs to remember — remembered.
From the first email to the signed contract, from a new hire's first week to a rep's last day.
Customer profiles that write themselves
Nobody types into a CRM: everything is built from the email, calendar, meetings and messages you already have.
Voice notes
Just left a meeting? Talk for 30 seconds; CoCollie files it to the right customer.
Chat import from screenshots
Screenshot a WhatsApp, LINE or Zalo chat; CoCollie reads it, pulls out promises, files it.
Search by meaning
Type “who asked about delivery times last month” — CoCollie finds it without exact words.
Bring existing customers in minutes
From Excel/CSV or HubSpot.
Every promise has someone keeping track
From the morning brief to reply drafts: no customer gets forgotten.
Morning brief
A short list per person: promises due today, customers waiting, meetings to prep. In the app, by email, in Slack or Teams.
Two-way promises
“I'll send the quote Friday” and “I'll check with my boss next week” are both tracked to the date.
Neglected-customer nudges
Customers quieter than usual get named, with a suggested opener.
Context-aware drafts
The AI drafts emails that match the promise and your company's voice. You approve before anything is sent.
Meeting prep and recaps
Before: a one-pager on the customer. After (from Zoom transcripts): a summary, next steps and a thank-you draft.
Know where your team stands without chasing anyone
Numbers from real conversations, not self-reported updates.
Pipeline pulse
Stalled deals, commitments about to slip, accounts that need a manager.
Deal risk and forecast
Based on real conversations, not self-reported percentages.
A weekly report that writes itself
Delivered every week; nobody compiles anything.
Win/loss and objections
Why customers chose you — or didn't — gathered from conversations.
Objection playbook
Your best rep's best answers, suggested to the whole team at the right moment.
Role-play practice
New hires practice with an AI “customer” before meeting real ones.
Multiple pipelines
One per product line or sales process.
One place for every right answer
Upload documents, import web pages
PDFs, Word files, web pages, or connect Google Drive, SharePoint and Notion. Every document is approved before the AI uses it.
Learns your company's voice
CoCollie learns how your company writes from emails you've sent.
Questions the AI couldn't answer
Collected so you can fill the gaps.
Two more big things
Two ways CoCollie is different — each has its own page.
Platform
- Sign in with Google, Microsoft or a one-time email code
- 4 permission roles
- Light and dark mode, installable on your phone's home screen
- 5 languages: English, Vietnamese, Thai, Indonesian, Spanish
- In-app and email notifications
- Access log visible in the app
Let CoCollie remember for your team.
Try it free for 14 days, no credit card. Connect your inbox in minutes.