Industry: Financial Services
Headquarters: New Brunswick, Canada
Stage: Seed
Employees: 2-10
Challenges
Coterie helps communities save, borrow and grow money together. The team was growing fast, but their sales pipeline and partnership process were hard to manage. They used expensive and complex tools. They also had long email threads and spreadsheets that did not work well for a busy team.
The sales pipeline was not clear. Deals were scattered in many places. The partnership process was slow because no one had one view of conversations, follow ups and next steps. The team spent too much time searching for information. This made it easy to miss follow ups or forget important updates.
For a startup like Coterie that works with partners and community leads, this made daily work harder than it should be.
“We had to manage sales and partnerships in many tools. It was stressful and slow.” Wale Abba, CEO.
Solution
Coterie chose Revwit CRM to get one simple system for sales pipeline management and partnership tracking. They wanted something easy to use, easy to understand and fast to set up.
Revwit helped Coterie bring everything into one place.
- All contacts and partners went into one CRM.
- Email integration captured new leads and partner conversations.
- A clean pipeline showed every deal, every stage and every follow up.
- The partnership process became clear because all notes, calls and tasks were in one system.
- Leaders could see progress without asking the team for updates.
The team also liked how easy it was to update stages, assign tasks and plan next steps. This made it simple to move a lead or partner from first contact to final agreement.
“Revwit made it easy to manage both our sales pipeline and our partnerships. Everything is clear and in one place.” Partnership Manager at Coterie.
Results
After switching to Revwit, Coterie saw strong improvements in how they manage their sales and partnership flow. The pipeline became more visible. Deals moved faster. The team no longer forgot follow-ups or lost partner conversations in long email chains.
Partnership work also became smoother. Every team member could see the same information. Handoffs were easier. Meetings had more context and less confusion.
The team saved time each week because tasks and updates were automatic. They felt more organised and more confident.
“We now manage our pipeline with ease. Our partnership process is also smoother. Revwit made our work simple.” Wale Abba, CEO.
Key Points
- Coterie replaced complex and costly tools with Revwit CRM.
- The new sales pipeline gave a clear view of every deal and follow up.
- The partnership process became easy because conversations and tasks were in one system.
- Email-to-CRM made sure no partner or lead was missed.
- The team saved time and felt more organised.
- Leaders could see progress in real time without asking for updates.
- Coterie now runs a smooth and simple pre-sales and partnership workflow.
Ready to improve your sales pipeline and partnership process like Coterie? Try Revwit CRM for free.