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Customer and contact records
Track companies, people, status, source, domains, notes and a clean history of what has happened.
Early access for growing teams
Your complete customer operating system.
Cohort CRM gives small and growing businesses one place to manage customers, contacts, opportunities, work, documents, communication history, campaigns and team activity, without dragging in a bloated enterprise platform.
Customer hubCompanies, people, notes, files, tasks and timelines in one clear view.
Team workflowAssign work, track priorities and keep every customer moving forward.
Growth toolsSegments, campaigns, forms and source tracking for the next stage.
Startup build
Workspace snapshot
A clear view of customers, open work, activity and growth signals across your business.
Customers128
Open tasks14
Files stored312
Campaign audience842
Northstar SuppliesActive account · proposal and onboarding files attachedActive
Brightside ServicesRenewal task assigned to the teamTask
New inbound leadCaptured from website form sourceProspect
The platform
More than a contact list. More useful than a spreadsheet.
Cohort CRM is being shaped into a practical business workspace: customer records, sales opportunities, tasks, documents, communication history, newsletter campaigns and team collaboration all connected around the customer.
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Pipeline and opportunities
Keep prospects, active customers and next steps visible so good opportunities do not disappear into someone’s notebook.
✓
Tasks and team ownership
Assign follow-up, onboarding, admin or delivery work with priorities, comments and overdue visibility.
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Files and customer context
Store useful documents, assets and references against the right customer so the team has the full picture.
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Communication history
Bring important email and customer conversations into the timeline, without making the product only about email.
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Campaigns and growth
Send updates to opted-in contacts, understand where customers came from and build a stronger customer base.
Why Cohort
A CRM for businesses that are ready to get organised.
Cohort CRM is a genuine startup build: early, focused and intentionally practical. The goal is to replace scattered spreadsheets, inbox searches, loose notes and missed actions with one workspace that the whole team can understand.
✓Everything centred on the customer. People, companies, tasks, files, campaigns and activity are connected.
✓Built for real small-team workflows. Simple enough to adopt quickly, structured enough to run the business from.
✓Designed to grow over time. Start with customer management, then add smarter pipeline, automation and reporting as the product matures.
Coming soon
Already useful, with more depth on the way.
The early version focuses on the core CRM workspace first. The roadmap adds smarter tools around the same customer data, so teams can grow into more advanced workflows without switching systems.
Custom pipelines
Flexible stages for sales, onboarding, projects or renewals, built around how each team works.
Smart automations
Helpful nudges, task creation and reminders based on customer activity and important dates.
Reporting dashboards
Clear views of pipeline health, customer activity, campaign results and team workload.
More integrations
Additional form, mailbox, calendar and storage connections for teams with established tools.
How early access works
Help shape the first version.
01
Register interest
Tell us what your business needs from a CRM and where your current setup is holding you back.
02
Short fit check
We will confirm whether the current build fits your workflow and what features matter most.
03
Early workspace
Suitable teams will be invited into an early workspace as Cohort CRM stabilises.
Early access
Want to try Cohort CRM as it takes shape?
Leave your details and the Cohort CRM team will follow up. Early access is limited while the first version is being shaped with real users.
Form submissions are sent to the Cohort CRM team from the Cohort CRM noreply address.