Cosa CRM puts your pipeline, funnels, calendars, email and 2-way SMS in a single system — wired together with automations and AI follow-up that keep working the hours you don't.
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Fourteen tools' worth of software, built into a single system so your data, your follow-up and your reporting finally live in the same place.
Drag-and-drop deal stages, full contact timelines, custom fields and opportunity values — so you always know what's actually in play.
Build landing pages, multi-step funnels, order forms and full sites with a visual editor. Ship a campaign without waiting on a developer.
Run broadcasts and drip sequences, then keep the whole conversation in one inbox.
Round-robin or personal calendars with reminders that cut no-shows.
If-this-then-that logic across every channel, running 24/7 without you.
Trackable numbers, recordings and call logs attached to the right contact.
Automated review requests and one dashboard for every rating you earn.
Source-level reporting so you know which campaign actually produced revenue.
Host programs, communities and client portals without another subscription.
Intake forms, quizzes and signable proposals that drop straight into a pipeline.
Most operators are stitching together a stack that costs four figures a month and still loses leads between the seams. Cosa collapses it into one system.
Plus the integration fees, the Zapier tax, and the hours your team spends re-typing the same contact into four systems.
Pricing is built around your team size and volume — not a menu you have to reverse-engineer. We'll scope it live on the call.
Get your number in 15 minutesWe migrate you, build the automations, and stay on the hook until it's running.
A 15-minute call to see your current stack, your pipeline stages, and where leads are actually leaking today.
Contacts imported, pipelines mirrored, calendars connected, and your core follow-up sequences written and switched on.
Your team gets walked through the daily workflow, then we review the numbers together and tighten what's underperforming.
Every build starts from a proven template for your industry — then gets shaped around how your team actually sells.
Seller leads, cash-offer funnels, dispo lists and long-tail nurture.
Instant speed-to-lead, estimate follow-up and review generation.
Consult booking, deposit collection and reactivation campaigns.
Client sub-accounts, white-label reporting and snapshot rollouts.
Application funnels, call reminders and course delivery in one place.
Intake forms, document requests and compliant e-signature flows.
Canvassing intake, appointment setting and sit-rate recovery.
Trial funnels, check-in automations and churn-save sequences.
Don't see yours? We've built on this stack for 30+ industries — bring your process, we'll map it.
Fewer tabs, faster response times, and a pipeline you can actually forecast from.
Every lead used to land in a different inbox. Now it's one pipeline, the follow-up fires on its own, and nothing sits untouched over a weekend.
The automations do what used to take my coordinator half a day. Reminders, review requests, reactivation — all of it just runs.
We cancelled four subscriptions the month we switched, and the reporting is finally something I trust enough to make decisions on.
Fifteen minutes, screen shared, no pitch deck. We'll map your current stack, show you the same workflow inside Cosa, and give you a straight answer on cost and timeline.
For most teams: the CRM, funnel/landing page builder, email marketing platform, SMS tool, scheduler, call tracking, form builder, e-signature tool, review software and course platform. If a tool in your stack isn't covered, we'll tell you straight on the call rather than pretend otherwise.
Yes. We import contacts, custom fields, tags, notes and open opportunities, and rebuild your pipeline stages to match how you already work — so your team doesn't have to relearn their day on top of learning a new tool.
A standard build is live within a few business days. Larger migrations with multiple locations, sub-accounts or heavy custom automation typically run one to two weeks. You'll get a firm timeline before anything starts.
No. We do the build and the configuration, then train your team on the daily workflow — check the pipeline, work the inbox, book the appointment. The automation runs underneath without anyone touching it.
Because the honest number depends on seats, message volume and how much of the build you want us to do. Rather than publish a tier you'd have to reverse-engineer, we scope it live on the call and you leave with a real figure.
Month to month. Cancel any time — and your data is yours, exportable on the way out.
A direct line to a real person who knows your account, plus a shared channel for day-to-day questions. You're not filing tickets into a queue.
Still deciding?
Book a 15-minute walkthrough