coffee.ai: Smarter Sales Management with AI-Powered CRM for SMBs

coffee.ai is an AI-first CRM built specifically for small and medium businesses, revolutionizing sales operations by automating contact creation from emails and meetings, enriching data in real time, and delivering intelligent insights through conversation analysis. With ChatGPT-style reporting, pipeline intelligence, and AI-drafted workflows and follow-up emails, it turns raw interactions into actionable sales strategies. Seamlessly integrating with Salesforce and HubSpot via bi-directional sync—while letting users keep their preferred platform as the System of Record—coffee.ai enhances productivity and accuracy across sales teams. Additional AI capabilities include meeting briefings, summaries, and integrations with ChatGPT and Claude through the MCP interface. The platform also supports Zoom, Meet, and Teams for automated call transcriptions and is designed for easy adoption with a 14-day free trial, migration assistance, and dedicated customer support.

Key Features:

• Automatic Contact Creation from meetings and emails
• Built-in Data Enrichment using trusted sources
• Conversation Intelligence with AI-powered meeting capture and insights
• ChatGPT-Style Reporting for natural language sales queries
• Pipeline Intelligence to track changes and uncover hidden trends
• AI-Generated Workflows and Follow-Up Emails
• Bi-Directional Integration with Salesforce and HubSpot
• Support for Zoom, Meet, and Teams call recording and transcription
• AI Meeting Briefings and Summaries
• Integration with ChatGPT and Claude via MCP interface
• API Access available in the Grande plan
• Credit-based system for company/people lists and custom AI prompts
• Dedicated Customer Success Manager (CSM) and private Slack channel (Grande plan)
• Migration Assistance and invoice payments for enterprise orders
• 50% discount for nonprofit and educational organizations with documentation

Pricing: coffee.ai offers a 14-day free trial with three tiered plans: Single Shot (individuals), Tall (small teams), and Grande (larger teams). Pricing is based on a credit system, with costs ranging from $0.015 to $0.025 per credit depending on volume and billing frequency. Plans are billed monthly or annually, with prorated charges for new users. Subscriptions automatically renew unless canceled in advance. The platform supports enterprise billing via invoice for orders over $5,000.

Conclusion: coffee.ai is a powerful, intelligent CRM that streamlines sales workflows and boosts team efficiency with cutting-edge AI—ideal for SMBs looking to automate data entry, gain deeper insights, and stay ahead in competitive markets.