Coeffection

About Coeffection

Most CRMs make you bend your business to fit their software. Coeffection is built the other way around. We're a flexible CRM for mid-market teams (roughly 20 to 200 people) who have outgrown rigid tools and are tired of hearing "sorry, the software doesn't do that." With Coeffection you build the records, relationships, and pipelines your business actually runs on, instead of forcing everything into contacts and deals. What you can do with Coeffection: • Create custom record types and connect them with real relationships, not flat tags • Run multi-branch, multi-team pipelines with stage gates • Take work from quote to signed contract to invoice, with DocuSign, QuickBooks, and NetSuite • Keep every email, call, text, and meeting in one place (Gmail, Outlook, Twilio, Zoom) • Build your own reports and dashboards and track the numbers that matter • Change your setup safely, with version-controlled config and one-click rollback Coeffection was started by an engineer who spent a decade configuring other CRMs and got tired of saying no. The name blends "coefficient," for how well a team works together, and "effect," for the results that follow. The idea is simple: you tell us the workflow, and we shape the system to fit it. If your CRM is fighting you, let's talk!