# Cobalt CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Cobalt CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/10047133/Cobalt-CRM

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# 

 Cobalt CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on July 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support)

Cobalt CRM

## What is Cobalt CRM?

Cobalt CRM is a full-featured B2B CRM with a one-time purchase price — no subscriptions, no per-seat fees, no renewals. Designed for SMB sales teams switching off HubSpot, Salesforce, or Pipedrive, it delivers a visual Kanban pipeline, contact and deal management, interaction logging, and a live executive dashboard. Supports multiple contact types: customers, suppliers, subcontractors, and partners. Ask Cobalt AI uses a Bring Your Own Key model — connect your OpenAI or Anthropic API key for natural language queries with no data stored on vendor servers. Pricing: Starter $97 (1-3 users), Professional $297 (up to 10), Business $497 (unlimited). Optional encrypted cloud backup $49/year. Setup under one hour with guided documentation. CSV export included.

## What is Cobalt CRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Starting price

$97

Flat Rate, One Time

Free trial  
not available

Free version not included

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

API

Application programming interface that allows for integration with other systems/databases

Contact Management

Manage, organize, and store contact information

Data Security

Protect sensitive data for digital privacy

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Cobalt CRM 15 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Application programming interface that allows for integration with other systems/databases

Manage, organize, and store contact information

Protect sensitive data for digital privacy

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

Form predictions based on past and present data/trends

Use AI to generate content in the form of text, images, videos, etc.

Track interaction history by documenting conversations for contacts

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

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## Pricing

Starter Plan

$97.00

Flat Rate,One Time

It includes:

-   Dashboard & reporting
-   Visual Kanban pipeline
-   Contact management
-   Deal tracking
-   Interaction logging
-   Follow-up tracking
-   CSV import/export
-   Customers/Suppliers/Partners support
-   Ask Cobalt AI (Bring Your Own Key model, ~$2/year paid directly to OpenAI/Anthropic by the user)
-   Limited Features (Muted): Workflow automation
-   Limited Features (Muted): Email sequences
-   Limited Features (Muted): Multi-user with permissions

Professional Plan

$297.00

Flat Rate,One Time

It includes:

-   Includes all Starter plan features
-   Role-based permissions
-   Workflow automation
-   Email sequences
-   Company object
-   Full dashboard & export
-   Setup documentation
-   Customer self-hosting
-   Limited Features (Muted): API access
-   Limited Features (Muted): Priority support

Business Plan

$497.00

Flat Rate,One Time

It includes:

-   Includes all Professional plan features
-   Unlimited users
-   Full API access
-   Advanced reporting + export
-   Priority support
-   Custom onboarding call
-   Future version upgrade path
-   License for multiple sites
-   Audit log
-   Zapier/webhook ready
-   White-label option

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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