You focus on selling. We take care of updating Salesforce.
Supercharge Salesforce with AI-powered automation, enrichment, and intelligence — without changing how your team works.
Keep Salesforce as Your System of Record
Coffee syncs data in both directions so every update flows seamlessly between Coffee and Salesforce — no duplicates, no conflicts. Your team chooses how to work:
Use Coffee as your teams' interface
Give teams a faster, AI-native workspace while every change syncs back to Salesforce automatically.
Go headless
Keep your teams in Salesforce and let Coffee enrich, capture, and update records behind the scenes.
Automatic Contact Creation
Save hundreds of hours of manual work per year.
Coffee automatically creates contacts and companies from every external meeting and email — no manual data entry, no missing records.
Built-in Data Enrichment
Keep your CRM up to date without lifting a finger.
Records are continuously enriched with the latest company and contact data so your CRM never goes stale.
Conversation Intelligence
Turn every customer interaction into actionable insights.
Every call is recorded, transcribed, and analyzed — giving you detailed notes, follow-up drafts, and suggested deal updates in minutes.
Ask Coffee
Get instant answers to your most pressing sales questions.
Ask Coffee anything about your pipeline, deals, or activity and get conversational, data-backed answers on the spot.
Pipeline Intelligence
Track every change and uncover hidden trends in your pipeline.
Compare pipeline snapshots between any two dates, spot stalled deals, and surface at-risk opportunities before it's too late.
AI-Generated Workflows
Ensure nothing falls through the cracks.
Coffee automatically generates follow-ups, reminders, and next steps based on your conversations and deal activity.