Overview
Stop with the grunt work and spend more time with customers! Give Salesforce the AI upgrade it deserves.
crmCopilot – Stop with the grunt work. Spend more time with customers. Are you juggling multiple accounts and conversations? Are you worried about missing follow-ups or letting opportunities fall through the cracks? Are you spending hours every week updating your CRM… but still struggle with duplicates, stale data, and unreliable reports? Does just thinking about Salesforce give you anxiety? Worry no more. crmCopilot is an AI assistant purpose-built to support front-office teams by taking care of tedious tasks and delivering proactive insights: -- Automated CRM Updates: crmCopilot intelligently detects when your CRM needs attention, drafting precise and timely updates that you can approve with a single click - transforming hours of manual data entry into mere seconds. -- Task Management: crmCopilot proactively identifies your next steps, important follow-ups, and critical tasks. It continuously tracks deadlines and action items, ensuring nothing is forgotten or overlooked. -- Global Search: Quickly find crucial information across all your emails, CRM data, calendar events, call recordings, documents, and notes, all from a single, intuitive search interface. No more time wasted hunting down important details. crmCopilot customers close more deals and build stronger relationships. You’ll spend more time with customers, never miss a task or opportunity, and walk into every meeting fully prepared with every customer interaction at your fingertips. Give Salesforce the AI upgrade it deserves. Try crmCopilot today. Release Notes 0.2.58 - Tasks / Tabs refactor 0.2.57 - Add object names to activity feed 0.2.56 - Unified activity feed plus task management 0.2.55 - Bug fixes
Details
- Version0.2.58
- UpdatedJuly 18, 2025
- FeaturesOffers in-app purchases
- Size1.22MiB
- LanguagesEnglish
- DeveloperQuantic Labs, Inc.Website
355 Bryant St 308 San Francisco, CA 94107 USEmail
help@crmcopilot.coPhone
+1 831-359-9892 - TraderThis developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
Privacy
crmCopilot has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
crmCopilot handles the following:
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
