A closer circle is a practice.
Coterie is for the person who gathers on purpose — who wants to remember what actually matters about their people, a quiet ping when someone’s drifting, and a Social Secretary for everything from Tuesday coffee to the holiday table. Nothing on the market helps with this. That’s why we built it.
Coterie is a personal CRM and event planning platform that uses your relationship data to deepen personal and brand connections.
Remember like you mean it.
Her daughter’s recital. The pottery class she keeps mentioning. That she hates cilantro and loves being asked about the garden. The details that make someone feel known — kept in one place that belongs only to you.
The person recordWhat you’d never trust to memory alone
Every person in your circle has a record — what they love, how you met, the family names, and “last together,” computed from every coffee, call, and gathering you log. A personal CRM, technically. A remembering, truly.
The pingA nudge when life gets loud
You set the rhythm — monthly with Priya, quarterly with the college crowd. When life drowns it out, Coterie gives you a quiet ping. Never your people; only you, about the intentions you declared. One tap turns the ping into a coffee.
Getting closer looks like gathering.
The way it’s always been done: you invite people in. A coffee, a dinner, a surprise party, the family holidays, an evening for a personal brand — the depth of the plan follows the occasion, and the Social Secretary comes to all of them.
Planning · sixty secondsA coffee with Maya
Person, place, Tuesday at ten, and one line: “Looking forward to catching up.” Maya gets a card, not a calendar invite — and the day before, a gentle “still good for Tuesday?” that Nina never has to send.
When it happens, Coterie logs it quietly. “Last together” resets itself.
Planning · it growsThe coffee becomes a dinner
Over coffee they decide: a proper dinner, the old studio crowd. Nina promotes the plan in place — nothing re-entered — and starts vetting rooms: photos, menus, pricing, seating notes, all in one workspace. When she books the terrace, her private notes become the answers her guests will get.
The surprise partyThe Social Secretary can’t spoil what it doesn’t know
For his fiftieth, every detail marked surprise stays structurally invisible to guests — the invitation answers dress code and parking warmly and knows nothing about the mariachi band. He could interrogate it all week and learn nothing, because there’s nothing there to leak.
The holidays · co-plannedHer sister brings her side of the family
One shared plan — the menu, the timing, the bring-list, the whole table. Each sister adds her own people, and everyone sees who’s coming. The only thing that stays private is each sister’s own notebook: the personal notes she keeps about her people. Your sister sees that Aunt Rosa’s confirmed — never what you’ve written about her. The plan is shared; the confidences aren’t.
Every guest gets a link that greets them by name and answers everything. Meet the Social Secretary →
Day-ofHer phone stays in her pocket
“What’s the address again?” — asked from a driveway, answered in one line with a map link. Sam’s running twenty minutes late; the Social Secretary takes the message so she can keep plating. The feed is there when she chooses to glance.
The last note of the nightGet home safe
As the night winds down, one tap sends the note every good host means to send: did you get home okay? One message, in her voice, only to the people who came — and if no reply comes, nothing follows. It’s a kindness, not a check-in system. The replies drift back as thank-yous, saved to the record.
Her personal brand · & afterA slightly larger evening — and the note that follows
When her personal brand hosts its first salon, an event page spawns from the plan — schedule, the room, request-an-invitation for the curious. Afterward, the links become keepsakes, and when Maya asks about the ceramicist she met, Coterie drafts one note — her words, her call. The next gathering practically writes itself.
They’ve always done it with various tools. There’s never been this.
The marketer, the producer, the planner — the one whose gatherings are their work. A spreadsheet for the run-of-show, a form tool for RSVPs, group texts on the day, and a CRM that feels wrong for people. Their activations, events, and experiential productions have always lived scattered across those tools. Coterie is the first place where the relationships, the production, and the follow-through live together.
Planning · the briefWritten in the brand’s voice
The team writes the brief the way the brand speaks — and the Social Secretary speaks that way to every guest from then on. An event page spawns from the plan: schedule, speakers, the room. Anyone can ask it anything; it answers from what’s published, nothing more.
A visitor who wants in requests an invitation. The team approves; they join the list as considering. The page quietly fills the room.
Experiential · two daysFully coordinated, one place
A full run-of-show — segments with owners, rooms, AV notes, and sponsor obligations living right on the timeline. A budget that tells the truth: estimated beside actual. And the caterer, the AV lead, the speakers? They’re people in the directory, with history — a producer’s rolodex is a coterie too.
Day-ofThe command center
Run-of-show on one side, the live feed on the other: arrivals, late notices, a gate question escalated and answered in forty seconds. Three hundred guests each texting a Social Secretary that knows them — dietary needs handled, plus-ones smoothed, zero calls to the ops lead’s cell.
After the activationWhat it produced
Events are episodes; community is the memory between them. Guests who asked about the fall collection get one considered note — approved by the team, never a campaign. Outcomes land in a plain ledger: intros, orders, press. The next activation opens warmer than this one did.
Gatherings are how you cultivate. The record is how you remember.
The coffee, the surprise party, the holidays, the salon, the three-hundred-guest launch — all of it runs on the same quiet engine: person records that grow from real conversations, belong only to you, and make every gathering warmer than the last. That’s the part no other tool has ever offered you. It’s the part you’ll feel most a year from now.
Start with one coffee. The circle follows.
Remember what matters, get a ping when life gets loud, and bring a Social Secretary to everything from Tuesday coffee to the biggest night of the year.
Start a gathering