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AI-NATIVE CRM FOR SMALL B2B TEAMS

Your CRM, filled out for you

Tell CocoAI what happened — "Create a $4,500 deal for Acme Studio and add a note: proposal due Friday" — and it's on your pipeline. Deals, quotes, forms, and follow-ups in one tool, at one price.

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Free for 2 seats
No credit card
Easy migration
AI-assisted
Your CRM, filled out for you

100%

Free Start

Built for

Growing teams

5 min

Fast setup

Migration

with data mapping

You didn't start a business to update a CRM

Most CRMs make you do the work: log every call, type every deal, chase every follow-up. So your team stops updating it — and deals die quietly in a spreadsheet. Cocopipe flips it: you talk, CocoAI types.

Deals die in spreadsheetsNo reminders, no owner, no next step — just a tab nobody opens until it's too late.
Big CRMs charge for the basicsQuotes, forms, and automations are add-ons elsewhere. Here they're built in.
Data entry kills adoptionThe best CRM is the one your team actually updates. Ours updates itself when you tell it to.
Get Started FreeStart with powerful core features at no cost, then upgrade when your team is ready.

People

Manage your contacts and leads

Show25 entries
Name
K
Keenan Bartoletti
M
Montana Bosco
N
Nigel Kuphal
G
Gayle Osinski
M
Ms. Taya Mohr
FAST SETUP

Start selling in minutes

01

Start free

Create your account and invite a teammate. No credit card, no setup calls required.

02

Import your data

Bring contacts and deals in from CSV or Excel, then start from a ready-made pipeline instead of a blank page.

03

Let CocoAI type

Add contacts, create deals, and attach notes by writing a sentence. Send your first quote before the coffee gets cold.

Used CRM before

Everything your sales workflow needs

From pipeline management to tasks, forms, calendar, and custom fields — Cocopipe brings your sales workflow together in one clear system.

Track every deal, stage, and opportunity in one clear pipeline built for fast-moving sales teams.

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6 Deals

QUALIFICATION

Armstrong LLC Deal

Armstrong LLC
EUR 500.00
EUR
JD
John Duan

Abshire Group Deal

Abshire Group
USD 4,500.00
USD
JD
John Duan
3 Deals

CONTACT MADE

Abshire-Leffler Deal

Abshire-Leffler
USD 4,500.00
USD
JD
John Duan

Ankunding-Gulgowski Deal

Ankunding-Gulgowski
USD 500.00
USD
JD
John Duan

Create, assign, and manage tasks so no follow-up, meeting, or deal action gets missed.

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Shape Cocopipe around how you sell.

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Create trackable short links for emails and outreach to better understand engagement and lead intent.

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Enterprise Security

Your customers' data, treated like it matters

Encryption by default

AES-256 at rest, TLS 1.3 in transit.

GDPR-ready

Built to comply with EU data protection law.

Role-based access

Control who sees and edits what.

FAQ

Frequently Asked Questions

Cocopipe is an AI-native CRM for small B2B teams. You get pipeline, quotes, forms, tasks, and reporting in one tool — and CocoAI, an assistant that creates contacts, deals, and notes when you describe them in plain language.
Today, CocoAI turns your sentences into CRM records: contacts, companies, deals, and notes. You type what happened; it does the clicking. We ship improvements weekly — see the changelog for what's new.
Yes. You can get started with Cocopipe for free and begin managing your sales workflow right away. As your team grows, you can upgrade to access more advanced features and higher usage limits.
Cocopipe is built for small and growing businesses that want a clearer, faster way to run sales. It’s especially useful for teams that have outgrown spreadsheets or feel slowed down by bloated CRM software.
Yes. Cocopipe is designed for teams, so you can manage deals, assign tasks, organize customer data, and keep everyone aligned in one shared workspace.
Getting started is quick. You can create an account, import your data, and begin organizing your sales process without a long setup cycle or heavy onboarding.
Cocopipe is built with security and privacy in mind. We use modern security practices and access controls to help protect your business data and support confident day-to-day use.
Cocopipe includes core CRM tools plus features for pipeline management, task tracking, forms, calendar workflows, custom fields, and more — all designed to help your team stay organized and close more deals.

Ready to close more deals?

Bring your contacts, deals, tasks, and follow-ups into one simple system built to help your team move faster and sell smarter.

Get Started