Coffee CRM

Coffee CRM is an AI agent designed to automate CRM tasks, including data entry, meeting preparation, and follow-up generation. It captures and enriches customer data from various sources such as emails, calendars, and call transcripts, aiming to reduce manual input. The platform can function as a standalone CRM or integrate with existing Salesforce or HubSpot systems. It includes a built-in data warehouse for historical tracking and emphasizes data entry reduction and enterprise security standards like SOC 2 Type 2 and GDPR.