Sales Copilot

AI-powered Salesforce assistant that syncs meetings and updates opportunities from emails and transcripts.

Sales Copilot is a Chrome extension that supercharges your Salesforce workflow. It works directly inside Salesforce Lightning pages to help sales teams close deals faster. Key Features: - Update Opportunities — Auto-populate Salesforce fields from recent meetings, emails, and your own notes using AI - Batch Update — Select and update multiple opportunities across accounts in minutes - Activity Sync — Automatically sync Google Calendar meetings and Gmail threads to Salesforce opportunities - Meeting Transcripts — Pull in transcripts from Zoom and Fireflies to enrich opportunity records - Duplicate Detection — Real-time fuzzy matching warns you before creating duplicate records - Opportunity Summaries — Get AI-generated summaries of status, risks, and next steps - Account Overviews — See active deals, engagement, and risks at a glance - AI Chat — Ask questions about your deals directly in the side panel Works seamlessly with Salesforce Lightning. Connects to Google Calendar, Gmail, Zoom, and Fireflies for a complete view of your sales activities.