FAQ
Questions, answered.
Everything people ask before a call. Still wondering about something? Ask us on the call.
Cosella
It runs the operations between a lead clicking your ad and their payment landing: scoring and routing leads, getting them to show up, preparing and coaching your reps on the call, and collecting the money. Software, plus the people to help run it.
No. Cosella works with the leads you already generate, so more of them show up, each talks to the right closer, and more of them pay. If you need more leads, we can run your ads for you.
No. Cosella connects to HubSpot, GoHighLevel, Google Calendar, Outlook, Calendly, Stripe, Zoom, Slack and Twilio, and fills in the call-side picture they don’t have.
It depends on your team and how many leads you bring in. We’ll go through it on the call, once we know what you need.
We set it up with you on your offer, forms and playbook in the first weeks, and your team runs it from there.
Yes. The personal copilot gives a single closer live coaching on their own calls, and you can start it yourself.
We look at your funnel and sales motion, find where revenue is leaking, and show you Cosella on the parts that matter to your team.
Funnel
No. Funnel is sales operations: it works with the leads you already generate, so more of them show up and each one talks to the right person.
Google Calendar, Outlook Calendar, Calendly and GoHighLevel. Bookings land on the closer’s own calendar.
Yes. Cosella sends qualified, booked, attended and purchase events back to Meta, Google and TikTok, so your ads learn to find more leads like your buyers.
CRM
No. Import from HubSpot or GoHighLevel and keep using them; Cosella keeps the call-side picture your CRM doesn’t have.
Cosella’s financial intelligence runs a soft check that doesn’t affect the lead’s credit score. It feeds both the contact’s profile and lead scoring.
Access levels decide who sees revenue and financial details, so setters and closers see what they need and no more.
Sales AI
Yes. The desktop app runs alongside Zoom and phone calls, so reps keep the tools they already use.
No. Suggestions come from your own Knowledge base: your scripts, pricing, FAQs and approved proof.
On their next calls. They get the answer in the moment, instead of hearing it in a review days later.
Payments
Stripe, NMI and PayPal today.
A record of every closed deal, with the objection that came up and the counter that won it, so you can see what actually brings money in.
Yes. Each plan’s installments are tracked, with retries and follow-up when a payment fails.
Build
Dashboards, reports, lead rules, coaching views and follow-up workflows. We add more kinds once each one works reliably.
No. Only the setup is shared: the numbers, sections, rules or steps. Contacts, calls, revenue and names never leave your workspace.
We do. Hosting, integrations, permissions, security and maintenance are all handled by Cosella.
Data and privacy
Cosella’s financial intelligence runs a soft check that doesn’t affect the lead’s credit score, after the lead agrees to it on your form.
No. When a team shares a feature template, only its setup is shared. Contacts, calls, revenue and names stay in your own workspace.
Access levels decide who sees revenue and financial details, so setters and closers see what they need and no more.