Close deals withmore clarity
Track deals, next steps, owners, and deadlines in one clear pipeline built to help growing sales teams move faster.
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Built for the way your team sells
Build clear, flexible pipelines that match your sales stages and help your team move deals forward faster.
Built for teams thatoutgrew spreadsheets
Ideal for growing sales teams.
Growing sales teams
Agencies & service businesses
B2B companies
Everything you need in a sales tool
From custom fields to next actions, the workflow is built to keep deal context centralized and execution friction low at every step.
Capture the data your team actually needs
Create custom text, dropdown, date, or number fields to track the information that matters most to your sales process.
Labels that keep your pipeline clear
Use visual labels to spot priority deals and organize opportunities at a glance.
Share links, track intent.
Generate trackable short links directly inside the deal view so your team can share proposals, follow up at the right time, and spot engagement faster.
Proposal Link
Trackable deal sharing
Task lists that move deals forward
Attach checklists to deals, assign tasks to teammates, and keep every next step visible so follow-ups never slip through the cracks.
Full deal context, always visible
Keep a running record of calls, meetings, emails, and updates so anyone on your team can understand the deal without chasing context.
Client is happy with the proposal.
Main concern is implementation speed.
Action: Need to loop in Tech team
Keep every deal document in one place
Documents
Attached to this deal
MSA-v2.pdf
1.2 MB
Q3-Proposal.pdf
860 KB
Security-Checklist.docx
420 KB
Clear reporting for better sales decisions
Turn deal activity into actionable insight so your team can forecast better, spot blockers earlier, and manage performance with more confidence.
- Forecast revenue with more confidence
- Track win rates and team performance
- Spot pipeline bottlenecks earlier
Total Pipeline Value
What changes after switching
Before Cocopipe
- Deals tracked in spreadsheets
- Follow-ups get missed
- Team context lives in chat and inboxes
- No clear pipeline visibility
After Cocopipe
- One clear pipeline per opportunity
- Next steps stay visible
- Deal history stays attached
- Team moves faster with less confusion
Start closing deals with more clarity
Replace scattered spreadsheets and messy follow-ups with one clear system built to help your team close more deals.
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