Coffee pricing

AI-agent CRM that auto-captures email and meetings, enriches records, and works standalone or on top of Salesforce or HubSpot.

AI CRM softwareSelf-serve + sales

Visit CoffeePrices checked Oct 29, 2026

How much does Coffee cost?

Paid plans start at $2,000/mo billed yearly or $50/mo billed monthly

Free plan: Not stated
Free trial: 14-day free trial on Grande

Read from www.coffee.ai/pricing on Oct 29, 2026. Price changed? Tell usSee the line each price came from

In your favor

Free trial. 14-day free trial on Grande

How you buy and get started

Self-serve + salesButtons on their site: Start 14-day free trial, Contact Us, Book Demo, Try For Free

Sign up: Self-serve 14-day trial on Grande
Setup: One-click connection to Gmail or Outlook
When sales steps in: Venti and Trenta require contacting sales
Support: Help Center and AI Customer Agent
Support: Private Slack channel and dedicated CSM on Venti and up

What Coffee does

Coffee connects to Google Workspace or Microsoft 365 and creates contacts, companies, meeting briefings, notes and follow-up drafts automatically. It can run as its own CRM or as a companion that writes data back to Salesforce or HubSpot.

Good for: Sales teams that want less manual CRM data entry, either on top of Salesforce or HubSpot or as a replacement for spreadsheets and a traditional CRM.
Channels: Email, Meetings, Slack, Chrome extension, Claude, ChatGPT
Main product: Coffee: AI agent CRM (Coffee CRM, plus Coffee for Salesforce and Coffee for HubSpot companions)
Also includes: Email and calendar integration (Google Workspace, Microsoft 365), Automatic contact and company creation, Automatic data enrichment, Meeting recorder (desktop or cloud) and call intelligence, AI meeting briefings, summaries and follow-up emails, Pipeline Intelligence and Compare
Connects to: Salesforce, HubSpot, Google Workspace, Microsoft 365, Slack, Zoom, Microsoft Teams, Google Meet, Gong, Granola, Outreach, Salesloft
Public API: Yes
MCP server: Yes

Auto-capture email and meetingsCoffee creates contacts and companies, logs every email and meeting, enriches records, and merges duplicates a
AI email writingdetailed notes, follow‑up email drafts, action items, suggested deal updates, and shareable recordings
AI lead scoringscore deals before the forecast call
AI deal forecastingNot stated
Autonomous AI agentsBuild your own agents in plain language: flag at-risk deals every Monday, score deals before the forecast call
Call recording and summariesCall recording and transcriptions
Contact data enrichmentBuilt-in company and contact enrichment
Workflow automationBuild your own agents in plain language: flag at-risk deals every Monday, score deals before the forecast call

The same 8 checks appear on every tool in AI CRM software. Each tick quotes the vendor's own site.

Security and your data

Question	Their answer	Where it says so
Trains AI on your data?	no	"Your data is never used to train AI models, ours or anyone else's."security
HIPAA (signs a BAA)	available	"We sign BAAs with healthcare and health-tech customers and apply HIPAA safeguards to that data."security
SOC 2	SOC 2 Type 2, audited annually by Armanino, report on request	"Fully compliant. Audited annually by Armanino. Report available upon request."security
GDPR	Processes EU personal data in accordance with GDPR	"Coffee processes and protects EU personal data in accordance with the General Data Protection Regulation (GDPR)."security
CCPA	Supplemental CCPA privacy policy provided	"please see Supplemental CCPA Privacy Policy below"privacy
PCI	Not stated
ISO 27001	Not stated
Single sign-on	Not stated
Trust center	Not stated

Security answers are the vendor's own claims, quoted. We don't audit them.

Every plan

Plan	Monthly	Billed yearly	Included	Over the allowance	Where it says so
Grandeper person per month	$50	–	5 creator seatsUp to 50,000 records; 2,000 credits/seat/month	–	"$50per person per month"
Ventiper workspace per month	$1,000	–	20 creator seatsUp to 250,000 records; unlimited read-only seats	–	"$1,000per workspace"
Trentaper workspace per month, billed annually	–	$2,000per month	50 creator seatsUp to 750,000 records; unlimited read-only seats	–	"$2,000per workspace"

Fine print

Billing increment: Not stated
Billed beyond usage: Not stated
Contract: Trenta is billed annually
Refunds: Not stated
Auto renew: Not stated
Price change notice: Not stated

"Not stated" means we read their pricing page and terms and they don't say.

About the company

Legal name: Coffee.ai Inc.
Online since: Jun 15, 2018
Founder: Doug Camplejohn, CEO & Founder; former GM of Salesforce Sales Cloud and Head of LinkedIn Sales Navigator
Customers: "8-12 hours saved per seller per week, based on a survey of more than 100 users"