Keep every deal on a
clear path to closure
From conversations to execution, all in one system.
Built for B2B revenue teams running complex, multi-stakeholder deals.
”Stakeholder Gap
Legal counsel not identified
Sentiment Shift
CFO tone turned cautious
Schedule legal kickoff
8 won deals had legal by day 15
Review ROI with CFO
73% recovery with ROI outreach
Run deals in one place
Run your deals in one place from conversation to next step
Capture conversations, manage deals, and move them forward without switching between tools.
No separate CRM. No separate note-taker. One system.
Turn signals into action
CopilotGTM helps every role act with clarity
Prepare & follow up
Automated research and talking points based on deal history.
Coach & inspect deals
Real-time insights on where positioning is weak and how to improve engagement.
Improve forecast & execution
A fact-based view of deal probability, separating true progress from activity.
Works where you do.
Works inside Slack, Teams, and your daily workflows
Replace fragmented tools with one system
Start with a complete deal workspace. Pay for intelligence.
The Workspace (Included)
Everything you need to run deals, capture notes, and manage your pipeline.
- Deals
- Stakeholders
- Tasks
- Meeting capture
The Intelligence (Upgrades)
Advanced insights to help you identify win patterns, detect deal drift, and ensure alignment.
- Insights
- Momentum
- Qualification
- Actions
Choose a plan as your team grows - from basic insights to fully customized workflows.
Do I need a CRM?
No. CopilotGTM is a complete system for running your deals. It replaces the need for a separate CRM by capturing and organizing everything natively.
Do I need a note taker?
No. Meeting intelligence is built-in. It captures conversations, identifies next steps, and updates your deals automatically.
Can I start alongside my current tools?
Yes. You can import your current deals and start running them in CopilotGTM immediately without disrupting your existing workflow.
BLOG
Latest insights
The End of Manual CRM
CRM was built to store data. Modern revenue teams need systems that understand deals. This is Part 1 of our 3-part series on The Future of Revenue Systems.
The Rise of the AI RevOps Teammate
As deal complexity increases, manual oversight breaks. The question isn't whether to automate oversight, it's how fast you move. Part 2 of our 3-part series on The Future of Revenue Systems.
Execution Intelligence: The Next Revenue Infrastructure
CRM tracks activity. RevOps monitors pipeline. Neither understands how deals actually move. There is a missing layer, and it changes everything. Part 3 of our 3-part series on The Future of Revenue Systems.
Ready to run your deals in one system?
Book a demo to see how CopilotGTM helps you capture conversations and drive execution.