Coco CRM — Documentation
Coco CRM is Cocolevio's customer relationship platform with AI built in. It gives your team one place to manage Companies, People, and Deals, send bulk Email Campaigns from your own mailboxes, and generate qualified leads automatically with AI pipelines for LinkedIn and Google Places.
The production app lives at crm.cocolevio.com. Sign in with your email and password, or with your Microsoft account via SSO.
New here?
Start with the Quickstart — it walks you from first sign-in to your first sent campaign in about fifteen minutes. If you want the mental model first, read Core concepts.
What's inside
| Group | What it covers |
|---|---|
| Start here | Quickstart, Core concepts, Features, and the day-to-day User guide. |
| The basics | Core CRM work: Companies and People, Objects and fields, Views and pipelines, Tasks and notes, Calendar and email sync, Workflows, Dashboards, Members and roles, and Import and export. |
| Sales engagement | Bulk outreach and lead generation: Email Campaigns, Connected Emails, Campaign Logs, Leads, LinkedIn Leads, Google Places Leads, and the Deals pipeline. |
| AI | How the AI layer works: AI assistant, the AI gateway, and AI configuration. |
| Integrations | Connecting Coco CRM to the outside world: HubSpot import, API and webhooks, and MCP and AI tools. |
| Reference | Keyboard shortcuts, FAQ, and Troubleshooting. |
Built on open source
Coco CRM is built on Twenty, the leading open-source CRM, and extended by Cocolevio with a sales-engagement suite, AI lead-generation pipelines, a HubSpot connector, and a unified AI gateway. You get the openness and API-first design of the base platform plus everything Cocolevio has layered on top.
Support
Stuck or have a question the docs don't answer? Reach the team at cocolevio.com/contact.