Coterie, verified

The canonical claims sheet. Every statement below is true of the shipped product.

What Coterie is

Coterie is a personal CRM and event planning platform that uses your relationship data to deepen personal and brand connections.
Category: personal CRM and event planning software.
Differentiator: relationship memory — every gathering feeds private person records, and every record makes the next gathering warmer.
Tagline: Cultivate your circle.

Coterie is made and operated from the United States. Legal entity: Smart CRM, LLC, doing business as Coterie.
Founded 2026. Website: trycoterie.app.

Every Coterie invitation is answered by the Social Secretary — an AI-powered concierge (a large language model) that speaks in the host's voice.
It answers only from what the host provides and publishes, and declines gracefully otherwise. It captures RSVPs, plus-ones, and dietary notes from natural conversation and confirms each captured detail to the guest in the moment.
Guests use invitations without creating an account.
Confirmed guests can add the event to their own calendar (a standard .ics file) straight from the invitation, in the host's timezone.
A host can have Coterie email an invitation to a guest, one guest at a time, on the host's click. A host can also switch on a single day-before “still good?” email per plan — off by default, sent at most once per guest, never a sequence.

One guest's conversation is never placed in another guest's context — enforced in how the system is constructed, not by policy alone.
User data is never used to train AI models — Coterie's or anyone's.
Coterie messages a host's guests only as the host directs. There are no marketing messages to guests, ever.
A host's private notes are never shown to co-hosts, guests, or vendors.
Signups that arrive through a gathering invitation are never credited to any referral commission — a gathering invitation never carries a hidden incentive.

Free to start — not a trial. Membership is $25/month or $250/year (annual saves about two months). Founding cohorts — Founding Keepers and Founding Hosts — hold a lower annual price, locked for life, available through a founding invite. Professional-tier (experiential) pricing is not yet announced.
The free plan: up to 25 person records; one-on-ones without limit — standing one-on-ones included; up to three gatherings per rolling year, five guests per gathering; vendors and experiential production come with paid plans.
Standing events: any plan can repeat — weekly, every other week, monthly by weekday or by date, or quarterly. Standing one-on-ones are free; standing gatherings come with membership. Coterie opens the next occurrence when the current one is marked done, carrying the regulars forward.

Competitor details on comparison pages carry a “last verified” date and an open correction invitation.
This page is the canonical claims sheet; if a claim here conflicts with another page, this page governs and the other page is a bug.
Facts last verified: August 2026.