Your whole sales pipeline in one workspace
Coeffection is a sales CRM that puts your pipeline, calls and email, and quote-to-cash in one workspace. Kingbird configures it around how your team already sells, connects your tools and supports it after launch.
BEST FOR Small sales teams, Growing revenue teams, Teams quoting and invoicing by hand, Companies on QuickBooks or NetSuite
What you get
Drag-and-drop deals through custom stages and fields, with automated progression rules, revenue forecasting and won and lost reasons.
Build a quote from a version-controlled catalog, send the contract through DocuSign, and create the invoice in QuickBooks or NetSuite when the deal closes.
Gmail and Outlook sync, Twilio calls and SMS with recording, AI meeting transcription, calendar sync and Slack deal rooms.
Contacts, companies, opportunities, cases, tickets, tasks and projects in the same workspace, with reports and role-based access.
Connects with tools across communication, scheduling, finance, documents and data, including Zoom, Calendly, Airtable and Mailchimp.
How it works
We walk your team through Coeffection against your own sales process.
Kingbird configures your pipeline, imports your data and connects your existing tools.
Pipeline, communications and quote-to-cash run from one workspace on a plan sized to your team.
Questions
What is Coeffection?
A sales CRM that brings pipeline management, communications and quote-to-cash into one workspace. It connects with 20+ tools across email, phone, scheduling, finance and documents so a sales team runs the whole deal in one place.
What does Coeffection replace?
One workspace covers CRM and pipeline, call and email tracking, quoting and proposals, contracts and e-signature, and invoicing. It replaces separate tools held together by manual handoffs.
How does quote-to-cash work?
From first quote to final invoice, one workflow moves the deal forward and keeps every system in sync. You pick products from a version-controlled catalog, build the quote, and send the contract for signature through DocuSign. When the deal closes, an invoice is created in QuickBooks or NetSuite with no re-keying.
How does a team get started?
Book a call. Kingbird walks your team through Coeffection against your sales process, then configures the pipeline, imports your data and connects your existing tools. Plans and seats are scoped to your team.
Related
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Tell AJ what you need, whether it's one of our products, a partner platform or something custom.
Rated ★ 5.0 on Clutch and Google, 4.0 on Trustpilot.