Cone is an all-in-one AI-powered CRM solution that combines marketing automation, a mobile sales assistant, and advanced AI insights to drive adoption, improve sales efficiency, and enhance the user experience.

Cone is a CRM built for sales teams who actually use it — not just the managers who read the reports. Unlike bloated systems that slow reps down, Cone is lightning-fast, easy to use, and designed to help your team follow up, close deals, and grow revenue without drowning in admin work. It automates the busywork, puts client relationships front and center, and gets your team excited to use it — every day. If your current CRM feels like a chore, Cone will feel like a win

Cone is built with one goal: get reps to love using their CRM. We cut the clutter, automate the boring stuff, and bring sales tools into one easy workspace. By focusing on what reps actually need — like reminders, notes, and fast follow-ups — we drive behaviour change that sticks. Adoption isn’t a battle when the tool makes their job easier.

Cone gives you the tools to sell smarter and market faster: contact and lead tracking, deal stages, call/text/email logging, automatic task creation, notes, team collaboration, and clear reporting. You can also manage your digital presence, capture leads from your website, and run automated email campaigns — without ever leaving the CRM.

Absolutely. Cone was built to flex with your business — not the other way around. Customize your pipelines, deal stages, fields, automations, and even user permissions to match how your team actually works. Whether you're running a service business, sales team, or agency, Cone adapts to you — fast.

100%. Cone was designed mobile-first — because sales doesn’t stop when you leave your desk. Whether you're calling leads, checking notes before a meeting, or following up after hours, the Cone mobile app keeps you connected, organized, and ready to close — anytime, anywhere.

Cone’s marketing automation suite helps you attract, nurture, and convert leads — without lifting a finger. Build email sequences, set up automated follow-ups, trigger actions based on contact behaviour, and capture leads through web forms. It’s everything you need to run smart, hands-free campaigns that actually drive results.

Yes — Cone helps you generate and capture leads effortlessly. Use customizable web forms to bring in prospects from your website, track every interaction, and trigger instant follow-ups so no opportunity slips through the cracks. You’ll turn more visitors into qualified leads — automatically.

Absolutely. Whether you're sending a one-off promo or building an automated drip sequence, Cone gives you customizable email templates that make it easy to stay on-brand and on-target. Just plug in your message, hit send (or schedule it), and track the results — all in one place.

Cone’s AI Sales Assistant helps reps stay sharp and proactive, no matter where they are. It flags stalled deals, prompts next steps, and gives real-time insights to help you close more — all from your mobile device. It's like a smart, always-on assistant that never drops the ball.

The Mobile Sales Assistant uses AI to analyze your pipeline, activity, and past performance to surface the next best actions — like who to follow up with, when, and why. It helps you prioritize high-potential leads, spot deals that are slipping, and stay one step ahead without the guesswork.

It supports key sales tasks like following up with leads, logging notes, sending messages, checking deal progress, and staying on top of deadlines. Instead of juggling tools or forgetting steps, reps get a clear, AI-driven task list that keeps deals moving forward.

Absolutely. Whether it’s syncing with your email and calendar, connecting to your website forms, or integrating with your marketing tools, Cone fits right into your existing setup. And if you need something custom, our team’s here to help make it happen.

Cone has a full email campaign engine built right in — no need for third-party platforms. You can send one-off emails or automated sequences directly from your CRM using your connected business email (like Gmail or Outlook), so everything stays in sync and on-brand.

Absolutely. Cone is designed to perform flawlessly on both iOS and Android platforms, so your team can access everything they need — no matter the device. It’s one experience, optimized for every screen.

Cone has a full email campaign engine built right in — no need for third-party platforms. You can send one-off emails or automated sequences directly from your CRM using your connected business email (like Gmail or Outlook), so everything stays in sync and on-brand.

We offer hands-on onboarding, in-app guidance, and fast support from real people who understand your business. You’ll also get access to the Cone Academy — our growing library of bite-sized training content — and we’re launching a live masterclass series soon to help you level up your CRM, marketing, and sales strategies.

Absolutely. Cone supports quick and simple data imports, with tools and guidance to help you move fast. You’ll be fully set up with your existing info in no time — no stress, no hassle.

Cone offers different levels of access to a wide range of features — whether you're a small team just getting started or a growing business looking to scale. From essential tools to advanced automation, we’ve got a plan that fits. Check out our full offering on our packages page here.

Yes! You can explore everything Cone has to offer with a full-featured 15-day free trial. It’s the perfect way to see how Cone can simplify your sales and marketing — and help your team move faster, smarter, and more efficiently.

Many of our most popular integrations are built-in and ready to use, and we also support Zapier to connect Cone with thousands of other tools. Some advanced or volume-based features may come at an additional cost, depending on your plan. Need a specific integration? We’re happy to explore it with you.

Your data’s security is our top priority. Cone is hosted on Microsoft Azure with the most advanced security protocols available. We’re fully compliant with Law 25 and PIPEDA, so whether you're based in Quebec or across Canada, your client data is stored, processed, and protected to meet the highest legal and technical standards.

Cone uses enterprise-grade security through Microsoft Azure, along with encrypted data storage and rigorous privacy practices. Combined with full compliance with Law 25 and PIPEDA, your data is safe, secure, and handled with care at every step.

Cancelling your account doesn’t mean losing your data. You can request a complete export of your information before closing your account, and we’ll handle the rest securely and compliantly. At Cone, your privacy and control come first.