crmCopilot
crmCopilot is an AI assistant designed to automate tedious front-office tasks and upgrade Salesforce workflows.
Free + paidWebSalesforceMultimodal
Overview
crmCopilot is an AI assistant designed to automate tedious front-office tasks and upgrade Salesforce workflows. Key features include automated CRM updates that draft and sync data with a single click, proactive task management to track deadlines and follow-ups, and global search across emails, calendars, and documents. It targets sales teams managing multiple accounts who struggle with manual data entry. Pricing details are not explicitly listed, but a trial option is available on the website.
Key features
- Automated CRM data entry and updates
- Proactive task and deadline tracking
- Unified global search across communication channels
Pricing
Free + paidStarting price: US$55/mo
Verified on:
Use cases
- Reducing manual CRM data entry time
- Preventing missed follow-ups and opportunities
- Preparing for meetings with customer history
Who it is for
Sales teamsCRM users
Integrations
SalesforceHubSpotZoho CRMPipedriveGmailOutlook
How we verified this
Company, pricing, and feature details come from the primary sources below and our latest verification pass. When sources disagree, the official source and the most recent check win.
Last verified 08/30/2026Verified sources: 1
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