Sales & CRM · Sales & CRM

Every conversation. More of the right context.

Put account knowledge and product expertise behind your AI’s next conversation, with control over sensitive details.

Agent memory in use

Selected sources: Product availability, Alex’s clarification, Prepared account notes

Sales memory

Discuss current options. The connector has no confirmed release date.

Contact details removed

Sales assistant

Draft a reply about the connector launch.

The connector is planned, with no confirmed date. Here’s a reply using the product guidance Alex saved.

Source: Connector availability

Customer follow-up

The connector is on our roadmap. Let’s review your requirements and the options available today.

Recalled guidance: The connector is still planned. Do not promise it for the rollout. Offer to discuss the customer’s current requirements.

Account owner reviews before sending.

Fictional content. People review the work.

Use cases for Sales & CRM

Account preparation

Prepare for a call with the account’s goals, open questions and what your team learned last time.

Sales answers

Answer product questions using confirmed guidance, with a source to check when a detail matters.

Follow-up guidance

Draft the next email or CRM note with the customer’s requirements and agreed next steps in mind.

Share account knowledge on your terms.

Keep useful account context available to agents. Remove contact details or exclude private pricing discussions before sharing a memory with another team.

Explore your controls

Give your AI more to go on.

Bring a sales workflow. Let’s put your team’s knowledge behind it.

About Cofleet

Company knowledge, ready for your agents. The foundation for putting AI to work. Built in Stockholm, Sweden.

Operated by Cofleet AB, organisationsnummer 559594-0965, Stockholm, Sweden.

Turn your AI into an expert.

Request a demo.

Shared memory for your organization

Cofleet captures knowledge from company sources and experts, turning decisions and corrections into reusable guidance for existing AI tools. Sources stay linked. You choose what enters Cofleet and what goes into each shared memory, with the option to scrub or anonymize sensitive details.

The team

Markus, Co-Founder and CEO. LinkedIn
Gabriel, Co-Founder and CTO. LinkedIn
Viktor, Co-Founder and VP of Engineering. LinkedIn

Contact markus@cofleet.dev.