Who it's for Boutique luxury operators, travel brands and DMCs growing through a network of agents

Turn agent contacts into relationships that compound

Coterie captures context right after a meeting, brings it back before the next touch, and shows you who to work with next — so no valuable conversation dissolves into memory, chats and forgotten notes.

Open the app → For teams getting ready for a trade show, a sales trip, or important partner meetings.

After every trade show, some of the value just vanishes

— 01 / The problem

You meet valuable agents but never get around to a personal note — and the relationship slips. The context lives in your head, in WhatsApp and in scattered notes, not where you need it: before the next touch.

—After an event your phone holds dozens of names and scraps of notes, and it's unclear who to chase first.
—Before each touch you dig through chats and email again just to recall what it was even about.
—Half the valuable conversations after a show simply evaporate.
—You send the agent a templated message — as if you'd never met.
—Your contact network grows faster than your ability to manage it.
—As the team grows, the context stays in one person's head.

“After every event I have a stack of business cards — and no reliable way to remember who to reach out to first.”

“The CRM has the contact. But it doesn't have the relationship.”

Coterie turns conversations into working relationship memory

— 02 / How it works
1Capture

In 2 minutes — right after the meeting

Who they are, what they sell, who their clients are, what caught their interest, what you promised, and the next step. Save a single line on the go, or paste a voice transcript.

Only the name is required
2Recall

In 30 seconds — before a touch

A ready brief on the agent: priority, specialties, clients, past conversations, promises, and a suggested next step. No digging through WhatsApp and email.

A personal message instead of a template
3Prioritize

Once a week — who to work with next

Open promises: overdue first, then by agent priority (revenue · growth · strategic · competitor risk). One glance shows who to write to.

You set the priority — no black box

From a profile to a personal
message in 30 seconds

— 03 / Example
Example interface · fictional data
MS
Maria Santos
Luxury advisor · Brazil · es / pt / en
priority: growth
What they sell
Portugal, Spain, Morocco. Villas, wine & gastronomy, private guides.
Their clients
Large Brazilian families travelling several generations together. They dislike cookie-cutter “hotel” itineraries.
Last conversation
Met at ILTM. Looking for Portugal itineraries for the whole family — from grandparents to kids.
Promised
Send 2 sample family itineraries and villa options in the Douro Valley.
Last contact
12 days ago
Without Coterie — from memory

“Hi Maria! Lovely to meet you. Let me know if you need anything for Portugal.”

With Coterie — after opening the profile

“Maria, I remember you mentioned Brazilian families who want villas with wine and culture, not standard hotel itineraries. I've put together two options in the Douro Valley for exactly those clients — want a look?”

It's not a CRM. And not a replacement for one

— 04 / Its own place

You keep your database where it already lives. Coterie takes its own place — the two moments where CRMs, chats and memory fall short: right after a conversation, and before the next touch.

A CRM stores
  • Contacts and companies
  • Deals and pipeline
  • Bookings and order history
  • The system of record
Coterie stores
  • What matters to the agent and their clients
  • What was promised and left open
  • Relationship history and context
  • The next personal touch
WhatsApp & emailGreat for talking, but before a touch you still have to dig through them. Coterie hands you ready context in 30 seconds.
Memory & notesThey work until the first trade show and the first new hire. Coterie moves context out of your head into a living profile.
Heavy CRMs & spreadsheetsThey store data but don't surface live context at the right moment. That's exactly what Coterie covers.

Trust is part of the product

— 05 / Privacy

This is where the sensitive things live: agent loyalty, competitors, personal details, perceived value. So privacy isn't a footnote — it's a stance.

—Private by default: data is visible only to its owner.
—In the MVP — no team access and no sharing.
—No public enrichment or scraping of other people's profiles.
—We don't train on your relationship data.
—You decide what to store and what not to.
—When a team arrives — access and roles only with your consent.
Early access

Don't let a valuable conversation vanish after the show

We're taking a small group of luxury teams into early access. We'll help you create your first agent profiles and tidy up your contacts before the next trade show.

Open the app →