c o s e l l r . c o m

Frequently Asked Questions

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  • Pricing & Billing
  • How-To & Support
  • Product & Features
  • Security & Privacy
  • What’s included in each pricing tier?
    Each tier includes core features like personalized outreach, real-time AI agent access, and reporting. Higher tiers unlock greater contact volume, team collaboration tools, and advanced analytics. Check out our pricing page for more information.
  • Do I need a credit card to start the free trial?
    Yes. In order to help prevent abuse, we have to ask for a credit card to validate your identity, However, we will not charge you until after the trial is complete.
  • Is there an annual billing option, and does it come with a discount?
    Yes, annual billing is available and includes a discount compared to the monthly plan — perfect for teams looking to save long-term.
  • What happens if I exceed my monthly contact or usage limit?
    You’ll receive a notification and can upgrade your plan or purchase add-on credits without disruption to your service. We will not interrupt your services if are in a meeting or your agent is actively doing research.
  • Can I switch plans or cancel at any time?
    Yes, you can upgrade, downgrade, or cancel your subscription at any time directly from your dashboard.
  • Are there any hidden fees, onboarding costs, or setup charges?
    No hidden fees. All pricing is transparent, and onboarding is included in your subscription.
  • What’s your refund policy?
    If you’re not satisfied within the first 14 days, reach out to support and we’ll review your case for a refund. Provided that you have not used the product an unreasonable amount, we will be happy to work with you to refund your prorated payment.
  • Do you offer custom pricing for teams or enterprises?
    We do! Reach out to our sales team to learn about custom plans for large teams or unique workflows.
  • Who is Cosellr best suited for — solo founders, SDR teams, or agencies?
    Cosellr is flexible enough for solo founders and powerful enough for sales teams, agencies, and growth-stage startups. Anyone who needs smarter, faster outreach can benefit.
  • How long does it take to get fully onboarded and start seeing results?
    Most users are up and running in less than 30 minutes, with results typically visible within the first week of campaigns going live.
  • How do I troubleshoot if my outreach campaigns aren’t performing well?
    Our platform includes performance diagnostics and campaign insights. You can also book a session with our support team to review and optimize.
  • What data sources does Cosellr use to build buyer profiles?
    Cosellr pulls from publicly available data, web behavior, and social signals to build rich prospect profiles and inform outreach.
  • Can Cosellr track email opens, clicks, and replies automatically?
    Yes, every outreach is tracked with advanced analytics, so you know exactly when prospects engage and how they respond.
  • Is there a Chrome extension or mobile app available?
    Currently, Cosellr is web-based, but a Chrome extension is in development to make workflow integration even easier.
  • How much of the sales workflow can Cosellr automate from end to end?
    Cosellr can handle everything from contact sourcing and cadence design to outreach, meeting support, and follow-up — freeing you up to focus on closing.
  • Does Cosellr personalize outreach based on buyer intent or past activity?
    Absolutely. Cosellr tailors every message based on real-time data signals and historical engagement — ensuring your outreach is relevant, timely, and more likely to convert.
  • How does the AI agent help during sales calls or meetings?
    Our AI agent can join your sales calls to listen, transcribe, and even interact in real-time — offering data, sharing screens, or answering questions. It’s like having a virtual co-pilot for every meeting.
  • What exactly does Cosellr do, and how is it different from other outreach platforms?
    Cosellr is an AI-powered sales automation platform that supports your entire sales journey — from lead discovery and email outreach to real-time call support and deal closure. Unlike other tools, Cosellr combines intelligent agent support with personalized workflows for full-cycle sales enablement.
  • How is my contact and company data stored and protected?
    All data is encrypted at rest and in transit, and stored on secure cloud infrastructure with strict access controls
  • How often is the platform updated for security patches?
    Continuously. Our development team ships updates as they are ready and immediate patches for any critical vulnerabilities.
  • Does Cosellr support SSO or team-based role permissions?
    Role-based access is available for teams, and SSO support is coming soon for enterprise customers.
  • What permissions does Cosellr need to operate inside my email account?
    Cosellr requests limited access to send emails, sync data, and read replies — all of which are clearly outlined during setup.
  • Will my outreach data or messages ever be shared with third parties?
    Never. Your outreach data is your own — we do not share or sell it to any third parties. We even work to ensure none of our engineers ...
  • Can I delete my account and all related data permanently?
    Yes, you can request complete data deletion from your account settings or by contacting support.
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