Coanics
Coanics is a privately held, Sarasota-based SaaS company offering a customizable cloud CRM, data management, and analytics platform with tiered per-seat subscriptions and flat-fee add-on services for nonprofits, small businesses, and startups.
- Company typePrivate
- Founded2005
- HeadquartersSarasota, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Coanics does
Coanics is a privately held, Sarasota, Florida-based SaaS company that provides a fully customizable cloud-based CRM, data management, and analytics platform targeted at nonprofits, small businesses, community organizations, legal practices, driving schools, and startups. Founded in 2005 by a computer science student, the platform is built from the ground up around configurable menu items, tab-based data views, and adjustable columns, with pre-built vertical templates for use cases such as legal offices, community foundations, medical intake, driver education, and applicant tracking. The product is intended for resource-constrained organizations with limited or no IT support that need to consolidate fragmented vendor data into a single system.
The product portfolio is structured as four tiered subscriptions: Basic ($9.95/user/month, 1-3 users), Basic Plus ($19.95/user/month, 1-3 users), Standard ($34.95/user/month, 1-10 users), and Premium ($47.95/user/month, 1-20 users). Every tier includes the AI Query Notebook for natural-language data queries, a Document Manager, an event calendar with Google and Outlook integration, and MS Word/Excel-style editors. Beyond core subscriptions, Coanics sells four flat-fee add-on services at $49.95 per month each, covering Customization, Automation, Integration, and Data Import, which the company builds, deploys, and maintains on behalf of the customer.
The go-to-market combines a 15-day self-serve free trial (no credit card required) with a consultative sales motion conducted over Zoom, in which prospects review templates, submit a design customization form, and meet with assigned team members. Coanics operates virtually with a small team largely composed of college interns from local colleges and communities supported by cloud technology, and there is no indication of external venture or private equity funding, a parent company, or named institutional customers in the available data.
Coanics firmographics
Firmographics- Name
- Coanics
- Legal name
- Coanics
- Website
- https://coanics.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Coanics is a privately held, Sarasota-based SaaS company offering a customizable cloud CRM, data management, and analytics platform with tiered per-seat subscriptions and flat-fee add-on services for nonprofits, small businesses, and startups.
- Ownership category
- akta.pro rank
Coanics industry classification
Industry- Product category
- Customer Relationship Management (CRM) Software
- NAICS
- Custom Computer Programming Services (541511)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- CRM Data Quality, Enrichment & CDP-Adjacent CRM (HDAEAFAJ)
- akta.pro secondary industry
- CRM Strategy, Implementation & Managed Services (MPAAAIAD)
Keywords
Where Coanics is headquartered
LocationHeadquarters
- HQ city
- Sarasota
- HQ country
- United States
- HQ region
- North America
Markets served
Coanics business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Software Subscriptions: Monthly subscription-based SaaS model with per-user pricing. Four tiers available: Basic ($9.95/user), Basic Plus ($19.95/user), Standard ($34.95/user), and Premium ($47.95/user). Prices are per month per user with different user limits per tier.
- Customization Services: Fixed monthly fee of $49.95 for ongoing customization services. Includes building, deploying, and maintaining custom features. New customization requests can be made anytime without additional fees. Custom built reports and dashboards are included.
- Automation Services: Fixed monthly fee of $49.95 for automation services. Features are built, deployed, and maintained. New automation can be requested anytime without additional fees.
- Integration Services: Fixed monthly fee of $49.95 for integration services to exchange data with other vendors' products or external organizations. Features are built, deployed, and maintained. New integrations can be requested anytime.
- Data Import Services: Fixed monthly fee of $49.95 for data import services. Automates import and processing of specific files or data structures on a scheduled or daily basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Coanics Basic - Entry tier for 1-3 users at $9.95/month/user |
| Per seat | Monthly | Coanics Basic Plus - Mid-tier for 1-3 users at $19.95/month/user |
| Per seat | Monthly | Coanics Standard - Professional tier for 1-10 users at $34.95/month/user |
| Per seat | Monthly | Coanics Premium - Enterprise tier for 1-20 users at $47.95/month/user |
| Subscription | Monthly | Coanics Customization Services - $49.95/month flat fee |
| Subscription | Monthly | Coanics Automation Services - $49.95/month flat fee |
| Subscription | Monthly | Coanics Integration Services - $49.95/month flat fee |
| Subscription | Monthly | Coanics Data Import Services - $49.95/month flat fee |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Coanics product offering
Product offeringCore offering
Coanics provides a fully customizable, cloud-based CRM, data management, and analytics SaaS platform targeted at nonprofits, small businesses, and startups. The core platform integrates data from multiple vendors into one solution, secures critical data, and automates reports and routine tasks, with industry-specific templates for use cases such as nonprofit case management, legal offices, driving schools, applicant tracking, and community foundations.
Product overview
Coanics is a fully customizable software-as-a-service platform offering CRM, data management, and analytics solutions designed for nonprofits, small businesses, and startups. The product portfolio consists of four tiered core subscription plans (Basic, Basic Plus, Standard, and Premium) that differ in user capacity and feature depth, plus four supplementary service modules (Customization, Automation, Integration, and Data Import Services) that can be added to extend functionality. All tiers include an AI Query Notebook for data analytics, document management, appointment calendars, and office-style editors. The platform architecture centers on customizable menu-driven data views with tabs, supporting industry-specific templates for nonprofits, driving schools, and membership organizations.
Differentiator
Problem solved
Functional benefit
Products and services
- Coanics CRM Platform Fully customizable cloud-based CRM, data management, and analytics SaaS for nonprofits, small businesses, and startups, with tiered plans supporting 1-20 users, dashboards, reports, AI Query Notebook, document manager, calendar, and office-style editors.
- Coanics Customization Services Monthly flat-rate service that builds, deploys, and maintains custom features, reports, and dashboards in the Coanics CRM platform for subscribing customers.
- Coanics Automation Services Monthly flat-rate service that builds, deploys, and maintains automation features in the Coanics CRM platform, allowing customers to request new automations at any time without additional fees.
- Coanics Integration Services Monthly flat-rate service that builds, deploys, and maintains integrations that exchange data between the Coanics platform and other vendors' cloud products or external organizations.
- Coanics Data Import Services Monthly flat-rate service that automates the import and processing of specific files or data structures into the Coanics platform on a scheduled or daily basis.
Companies that use Coanics
Customer profileSegments7 records
Ideal customer profiles3 records
Coanics technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability2 records
Feature6 records
Coanics partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights5 records
Coanics competitors and assessment
Company assessmentDirect peers
- Pipedrive: Pipedrive is a sales-focused CRM designed for small businesses with pipeline management, customization, and automation. Comparable in targeting small sales teams with low-cost, easy-to-deploy CRM.
- Insightly: Insightly provides CRM with project management and customization for SMBs, including nonprofit-friendly features. Directly comparable to Coanics in combining CRM with workflow/project functionality for small organizations.
- Keap (Infusionsoft): Keap offers CRM plus marketing automation tailored to small businesses and solopreneurs with bundled customization services. Comparable in combining per-seat subscription with bundled automation/integration support services.
- Bitrix24: Bitrix24 offers free/affordable CRM with customization, automation, and integrations for SMBs. Comparable in low-price point, customization emphasis, and bundled automation/integration services aimed at budget-constrained small organizations.
- Zoho CRM: Zoho CRM offers affordable, highly customizable CRM for SMBs with extensive workflow, integration, and customization features. Closest direct competitor in pricing tier, customization depth, and SMB target market.
Broad incumbents
- HubSpot: HubSpot is the dominant SMB CRM and marketing automation suite with free CRM tier and paid hubs. Directly comparable in targeting small businesses and nonprofits with an all-in-one platform approach.
- Salesforce Starter Suite: Salesforce's Starter Suite targets very small businesses with a simplified, lower-cost CRM entry point. Comparable in attempting to serve the SMB segment Salesforce historically underserved, raising competitive pressure on affordable CRMs like Coanics.
- monday.com: monday.com is a customizable work management platform used by SMBs for CRM, projects, and workflows. Comparable in offering highly configurable data structures and templates for non-technical small business users.
Emerging players
- Airtable: Airtable is a customizable database/spreadsheet platform used by small teams to build CRM-like systems. Comparable in target market (SMB/nonprofit) and emphasis on configurable data structures over rigid pre-built CRM.
- Caspio: Caspio is a low-code database platform enabling SMBs and nonprofits to build custom CRM-like applications. Comparable in delivering customizable data management for non-technical small organizations with integration and reporting features.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Coanics social profiles
Digital presenceCoanics financial estimates
Financial estimateRevenue estimate
Valuation estimate
Coanics leadership team
Management profileNumber of profiles
Coanics funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Coanics M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Coanics
What does Coanics do?
Coanics provides a fully customizable, cloud-based CRM, data management, and analytics SaaS platform targeted at nonprofits, small businesses, and startups. The core platform integrates data from multiple vendors into one solution, secures critical data, and automates reports and routine tasks, with industry-specific templates for use cases such as nonprofit case management, legal offices, driving schools, applicant tracking, and community foundations.
Is Coanics a public or private company?
Coanics is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Coanics founded?
Coanics was founded in 2005. It employs 1 to 10 people.
Where is Coanics based?
Coanics is headquartered in Sarasota, United States, in the North America region.
How does Coanics make money?
Five revenue lines are on record. Software Subscriptions are the primary driver. The others are customization Services, automation Services, integration Services and data Import Services.
Who are Coanics's main competitors?
Direct peers on record are Pipedrive, Insightly, Keap (Infusionsoft), Bitrix24 and Zoho CRM. Broad incumbents are HubSpot, Salesforce Starter Suite and monday.com. Emerging players are Airtable and Caspio.
Does Coanics have an API?
No public API is recorded for Coanics.
What industry is Coanics in?
Coanics's product category is Customer Relationship Management (CRM) Software. Its primary akta.pro industry code is HDAEAFAJ, CRM Data Quality, Enrichment & CDP-Adjacent CRM, with a secondary code of MPAAAIAD, CRM Strategy, Implementation & Managed Services. Its NAICS code is 541511 and its SIC code is 7370.