A simple sales setup powered by Coherta data.
Use Coherta’s built-in CRM and kanban board to organise leads, follow-ups and pipeline, without heavy IT projects or complex setup.
Visual kanban pipeline
Leads with data from day one
Notes, tasks and owners
A board that matches your sales process.
Your board in Coherta is structured into simple, logical stages, so the team can work with leads quickly without having to invent a new process first.
Drag leads between stages such as new lead, contacted, dialogue, offer and won or lost, and quickly get an overview of where opportunities stall.
New leadCompanies from segments and campaigns.
ContactedThe first action has been taken by the team.
DialogueNotes, tasks and next steps in one place.
Won/lostUse learnings to sharpen ICP and pipeline.
A CRM built on better data.
The difference between Coherta’s CRM and an empty system is that the CRM is built on top of the same data engine that finds and enriches your leads.
Leads are created with CVR, name, industry, size, key figures, contacts and relevant signals, so sales starts from an up-to-date baseline.
Each lead card is a workspace for the team.
Add notes from calls, meetings and qualification directly on the card. Create tasks and deadlines so follow-ups don’t get missed.
Assign accountable sales reps, track pipeline and mark why a lead is lost, so the learnings can be used to sharpen your ICP.
Get leads, pipeline and follow-up under control in minutes.
01All leads in one place
View leads as cards with company, segment, owner, next action and relevant context in one place.
02Filter your pipeline
Filter by ICP segments, campaigns, channels or responsible sales reps, so the overview fits the situation.
03Work simply
Everything is kept simple so salespeople actually use the system every day.
Ideal when you want to get started quickly with a data-driven sales structure.
✓Build the sales team
Get up and running quickly if you’re establishing a new sales process or a smaller sales team.
✓Move away from spreadsheets
Bring notes, emails, follow-ups and pipeline into one shared system instead of scattered ways of working.
✓Test before committing to a heavy CRM
Use Coherta as a simple setup before connecting a larger CRM like Pipedrive, HubSpot or Zoho.
We provide the engine. The data is yours.
01No platform lock-in
All leads, notes and pipelines in Coherta’s CRM are your own data.
02Take your data with you
If you later move to another CRM, you can take your data with you without starting over.
03Integrations as your needs grow
Coherta can be connected to external CRM systems when the team or process requires more.
Want to see the CRM in Coherta?
See how leads, data, pipeline and follow-up can connect directly in Coherta.
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