CoPilot AI Features

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Automates the entry of collected data.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Measure return on investment and leverage data to predict profitability of future projects.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Provides features to create and manage lists of potential customers

Monitors form’s performance and contribution to the sales pipeline

Captures form submissions from existing forms on websites or landing pages

Captures leads across social media channels

Captures measurable, real customer data gathered directly from a website

Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter

Changes colors, calls to action, or form length to personalize lead capture

Provides pre-configured templates that can be customized by users

Integrates with sales and marketing software solutions to transfer lead data between them

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives