Sales CRM · pipeline · quote-to-cash
Every deal. Every touchpoint. One platform.
Coeffection connects your sales team with 20+ integrations, automated workflows, and quote-to-cash in a single workspace. We set it up around how your team already sells.
Configured and supported by Kingbird. Plans scoped to your team.
Dashboard shown with sample data.
1
Workspace for every deal
20+
Integrations, wired in
0
Manual quote-to-cash handoffs
5 steps
Quote to cash, automated
One workspace for the whole revenue motion.
📊See every deal at a glance
- ✓Drag-and-drop Kanban pipeline
- ✓Custom stages and fields for your workflow
- ✓Automated deal progression rules
- ✓Real-time revenue forecasting
- ✓Won and lost tracking with reasons
💰Quote-to-cash without the handoffs
- ✓Version-controlled product catalog
- ✓One-click quotes and proposals
- ✓Contracts and e-signature via DocuSign
- ✓Auto-invoice the moment a deal closes
- ✓QuickBooks and NetSuite revenue sync
📡Every conversation in one timeline
- ✓Gmail and Outlook email sync
- ✓Twilio calls, SMS, and recording
- ✓AI meeting transcription
- ✓Calendar and scheduling sync
- ✓Slack deal rooms that update themselves
⚙️Run the whole revenue motion
- ✓Contacts, companies, and leads
- ✓Opportunities, cases, and tickets
- ✓Tasks, projects, and assignments
- ✓Reports, analytics, and KPIs
- ✓Custom roles and full RBAC
Quote-to-cash, automated
Five steps, zero manual handoffs.
From first quote to final invoice, one workflow moves the deal forward and keeps every system in sync.
01
Product catalog
Browse version-controlled pricing.
02
Quote builder
Line items, discounts, approvals.
03
DocuSign contract
Send for signature in seconds.
04
Signed and won
The opportunity closes itself.
05
Invoice created
Synced to QuickBooks or NetSuite.
Connects with the tools you already use.
Calls, email, scheduling, finance, documents, and data, all working together in one timeline.
Communication
- Twilio
- Gmail
- Outlook
- Slack
- Microsoft Teams
- SalesLoft
- Zoom Phone
Scheduling
- Zoom
- Calendly
- ChiliPiper
Finance
- QuickBooks
- NetSuite
Documents & Storage
- DocuSign
- Dropbox
Data Sources
- Airtable
- Monday.com
- Supabase
- Clay
Productivity & Email
- Fireflies.ai
- Mailchimp
- SendGrid
Set up around how you sell.
01
Book a demo
We walk your team through Coeffection against your real sales process, not a canned tour.
02
We set it up
Kingbird configures your pipeline, imports your data, and connects your existing tools.
03
Your team sells
One workspace for pipeline, communications, and quote-to-cash. Plans scoped to your org.
Pricing
Plans scoped to your team.
Coeffection scales from a small sales team to a full enterprise revenue org. We size the right plan, seats, and integrations to your operation, then get you set up and running. Book a demo and we will walk you through it against your pipeline and quote you a number.