Features
Coco CRM combines a full open-source CRM core with Cocolevio's sales-engagement suite, AI lead generation, and a unified AI layer. This page is the map — each feature links to its full guide.
Core CRM
| Feature | What it does |
|---|---|
| Companies and People | Rich records for organizations and contacts, with relations, timelines, and custom Cocolevio fields like Lead Score and AI Opportunity Insight. |
| Objects and fields | Extend any object with custom fields, or create entirely new objects — all automatically exposed through the API. |
| Views and pipelines | Table and kanban views with saved filters, sorts, and grouping per view. |
| Tasks and notes | Attach to-dos and meeting notes directly to any record so context stays with the customer. |
| Calendar and email sync | Native Gmail and Microsoft 365 connections for two-way email and calendar sync. |
| Workflows | Trigger-based automation — run actions when records are created or updated, or on a schedule. |
| Dashboards | KPI overview of campaigns sent, leads by source, and recent activity. |
| Import and export | CSV import with field mapping, validation, and dedupe; export any view. |
Sales engagement
| Feature | What it does |
|---|---|
| Email Campaigns | Build HTML campaigns with live preview and per-recipient personalization, send in bulk from any connected account, or save campaigns as Outlook drafts for human review before sending. |
| Connected Emails | Multi-account sending — every teammate connects their own Gmail, Outlook, or SMTP mailbox, with a Test Connection check before saving. |
| Campaign Logs | One log per recipient with status, timestamp, sender, and error details, plus an Emails Sent dashboard tracking every email across all campaigns and accounts. |
| Leads and Lead lists | A lead inbox that sits before your main CRM — group raw leads into named lists and promote only the qualified ones. |
| LinkedIn Leads | AI pipeline that finds LinkedIn posts showing buying intent, validates and categorizes them, researches the author, drafts outreach, and pushes winners to a lead list. |
| Google Places Leads | Grid-based local business discovery — AI researches each company, scores the opportunity 0–100, writes a pitch, and pushes high scorers to CRM. |
| Deals pipeline | Deals with amount, stage, probability, and close date — worked as a table or a kanban board grouped by stage. |
AI
| Feature | What it does |
|---|---|
| AI assistant | A chat panel that operates the CRM in plain English — "create a company called Acme", "find all deals closing this month". |
| AI gateway | All AI traffic routes through one gateway with automatic model switching — simple tasks go to fast models, complex reasoning to stronger ones, with no configuration required. |
| AI configuration | Admin settings for AI provider keys and per-feature provider overrides. |
Integrations
| Feature | What it does |
|---|---|
| HubSpot import | One-click import of Companies, Contacts, and Deals from a HubSpot portal, flowing through the native import pipeline for clean field mapping and dedupe. |
| API and webhooks | Full GraphQL and REST APIs over every object, plus webhooks that fire on record create, update, and delete. |
| MCP and AI tools | A Model Context Protocol endpoint that lets external AI agents (Claude, Cursor, custom bots) read and write CRM data. |
Not sure where to start?
Follow the Quickstart to send your first campaign, then let the User guide shape your daily routine.