Core concepts
Coco CRM is a small set of composable ideas: everything is a record of an object, records are worked through views, and AI accelerates every step. Learn these once and the whole product makes sense.
Workspace
Your workspace is your team's private CRM instance — its data, members, views, and settings. Everything in this documentation happens inside one workspace at crm.cocolevio.com.
Objects and records
An object is a data type (like a table); a record is one row of it. Coco CRM ships with the standard CRM objects plus custom objects added by the Cocolevio sales-engagement suite:
| Kind | Objects |
|---|---|
| Standard | Companies, People, Opportunities, Tasks, Notes |
| Coco CRM custom | Email Campaigns, Campaign Logs, Connected Emails, Leads, Lead Lists, LinkedIn Leads, Google Place Leads, Deals |
Every object can be extended with custom fields — Coco CRM's Companies, for example, carry fields like Lead Score, AI Opportunity Insight, and Cold Email Message. See Objects and fields.
Views
A view is a saved way of looking at an object's records: a table for scanning and editing, or a kanban board for stage-based work (like Deals by Stage). Each view saves its own filters, sorts, and grouping, so "My open deals" and "All deals this quarter" can live side by side. More in Views and pipelines.
The lead funnel
Coco CRM adds a lightweight lead layer that sits before the main CRM objects, so raw prospecting data never pollutes your Companies and People:
- Raw leads arrive — from the LinkedIn Leads AI pipeline, the Google Places Leads AI pipeline, or manual entry.
- AI validates and analyzes — LinkedIn leads are marked valid/invalid with an intent category and research; Google Places leads get a 0–100 opportunity score and a drafted pitch.
- Good leads get pushed — into named Lead lists (e.g. "linkedin", "google-places").
- Leads get worked — qualified leads become Companies, People, and Deals as real conversations start.
Campaigns and sending accounts
An Email Campaign is an HTML email plus a recipient set, a subject, and a sender. Senders come from Connected Emails — each teammate can connect their own Gmail, Outlook, or SMTP mailbox, and any active account appears in the Send From dropdown. Every individual send produces a Campaign Log record, so delivery history is always auditable. See Email Campaigns and Connected Emails.
The AI layer
AI shows up in two ways, and both run through one gateway:
- The assistant — a chat panel that operates the CRM conversationally: search, create, and update records in plain English. See AI assistant.
- AI-powered features — LinkedIn lead search, validation, and research; Google Places company analysis and opportunity scoring; drafted outreach messages.
All of it routes through Cocolevio's AI gateway, which automatically picks the best model for each task — you never choose or manage models unless you want to.
Roles and permissions
Access is role-based. Admins define roles that control which objects members can see and edit and which settings they can reach — so, for example, only admins manage Connected Email accounts or API keys. Details in Members and roles.
Where to go next
Skim the Features overview, then follow the Quickstart to put these concepts to work.