Product Tour
See how CopilotGTM helps reps execute every deal
From call prep and account research to follow-ups, internal actions, CRM updates, and expansion signals, CopilotGTM gives every rep an AI teammate inside the CRM.
See WhatsApp Voice CRMToday's calls
- CFO call · 2 PM
- Procurement sync · 4 PM
- Renewal review · Tomorrow
Call prep ready
- Account summary
- Last 3 conversations
- Stakeholder map
- Similar deals
- Questions to ask
Prepared actions
- Follow-up draft ready
- Proposal task created
- Legal kickoff task ready
- ROI summary ready
CRM updates pending approval
- Stage update ready
- New stakeholder added
- Qualification updated
- Risk added
Expansion signals
- Two new regions discussed
- Support team mentioned onboarding gaps
- Similar expansion pattern found
Inbound Lead Qualification
Qualify inbound leads before they hit your pipeline
CopilotGTM can engage inbound leads through AI voice calling, capture qualification context, identify intent, update the CRM, and route the right leads to reps with next steps ready.
New inbound lead
- Source: Website demo request
- Company: Zenlogix
- Persona: VP Sales
- Team size: 18 reps
- Current CRM: Pipedrive
- Intent: CRM replacement
- Timeline: This quarter
AI voice qualification summary
- Primary pain: Reps do not update CRM
- Buying trigger: Missed follow-ups and poor pipeline visibility
- Budget: Not confirmed
- Decision process: Sales Head + Founder
- Next step: Discovery call recommended
Prepared CRM actions
- Lead score updated
- Contact created
- Account enriched
- Discovery task ready
- Follow-up email drafted
- CRM notes ready for review
Prospecting Research
Find more accounts that look like your best deals
CopilotGTM learns from won deals, active opportunities, use cases, industries, buying triggers, and stakeholder patterns to help reps research and prioritize similar accounts.
Winning pattern detected
- 10 to 50 sales reps
- Founder or sales-head-led GTM
- Using Pipedrive or Zoho
- Poor CRM hygiene
- Follow-up delays
- Proposal-heavy sales cycle
- No dedicated RevOps
Suggested accounts
FieldPro Logistics · 87% match
Reason: Field sales team, Pipedrive, 30 reps, similar workflow pain
RouteStack · 82% match
Reason: Logistics SaaS, multiple regional teams, proposal-heavy motion
MedRep Connect · 78% match
Reason: Field reps, complex follow-ups, similar buying committee
Prepared execution
- Account research ready
- Stakeholder list suggested
- Outreach angle prepared
- Similar customer story attached
- First email drafted
- Call prep generated
Before The Call
Walk into every call prepared
CopilotGTM brings together account research, stakeholder context, past conversations, similar deals, open risks, and expansion signals before the meeting starts.
Account context
- Industry: Logistics SaaS
- Team size: 450
- Current CRM: Pipedrive
- Active use case: Field sales productivity
- Existing pain: CRM hygiene and follow-up delays
Stakeholder context
- Champion: VP Engineering
- Buyer: CFO
- Blocker: Legal not engaged
- Missing: Procurement
Similar deals
- 3 similar wins found
- Common winning pattern: ROI summary before CFO approval
- Reference story: RouteOps expansion
Expansion signals
- Support team mentioned onboarding gaps
- Two new regions discussed
- Cross-sell angle: onboarding workflow
- Upsell angle: regional rollout
Questions to ask
- Should support be included in the next discussion?
- Are other regions facing the same workflow issue?
- What approval steps are needed before rollout?
After The Call
Turn every conversation into next steps
After every call, CopilotGTM prepares the follow-up, updates CRM fields, creates internal tasks, and keeps open items attached to the deal.
Follow-up email
Thanks for the discussion. Sharing the implementation plan, ROI summary, and next steps we discussed.
CRM update
- Stage: Evaluation -> Negotiation
- New stakeholder: CFO
- Risk: Timeline concern
- Qualification: Economic buyer confirmed
Internal actions
- Solutions: Prepare implementation plan
- Finance: Confirm pricing range
- Legal: Review procurement terms
- Add implementation timeline to agenda
Next meeting
- Schedule CFO + Legal kickoff
Deal Workspace
One living view of the account and deal
Calls, emails, meetings, voice notes, stakeholders, account research, similar deals, tasks, risks, and next steps stay connected to the opportunity.
Active deal
Acme Corp Enterprise
Recent activity
Account Context
- Use case: Field sales productivity
- Current process: Manual CRM updates
- Relevant customer story: RouteOps expansion
Similar Deals
- 3 similar wins found
- 1 similar stalled deal
- Pattern: legal engaged before pricing
Expansion Signals
- Support onboarding gap
- Regional rollout discussed
Deal Health & Momentum
Know what is moving, drifting, or blocked
CopilotGTM tracks stakeholder coverage, qualification, response patterns, meeting cadence, open work, and buying signals so reps and managers know where execution needs attention.
Deal Health: 62
At risk- Economic buyer not confirmed
- CFO silent 19 days
- Proposal owner missing
- Next meeting not scheduled
Next action: assign proposal owner and confirm CFO kickoff.
Momentum
Drifting- Engagement peaked week 5
- Buying group activity down
- Follow-up overdue
- Legal kickoff not scheduled
Next action: send ROI follow-up and create legal kickoff task.
Expansion
Signal detected- Two new regions discussed
- Support team mentioned onboarding gaps
- Similar expansion pattern found
Next action: prepare regional rollout angle.
Manager Visibility
See where execution is slipping without chasing reps
CopilotGTM gives founders, sales heads, and managers a live view of deal progress, risks, and rep execution without relying on manual CRM updates.
Focus the right deals
See which deals need attention based on momentum, risk, stage, stakeholder coverage, expansion signals, and next-step quality.
Spot execution gaps
Identify overdue follow-ups, missing owners, delayed proposals, silent buyers, and internal tasks blocking progress.
Coach with evidence
Review actual signals from calls, emails, meetings, CRM activity, and prepared actions instead of relying on rep-reported updates.
Improve forecast confidence
Understand which commit deals have real buyer progress and which ones are at risk because key milestones are missing.
Related reading
Read more about the future of agentic CRM
Why manual CRM updates break revenue teams
How stale CRM data, missed follow-ups, and manual admin create execution risk.
Read articleCRM as institutional memory
Why the next CRM should preserve deal context, not just store meetings and emails.
Read articleWhy sales automation needs intelligence
Automation moves faster with context; without it, workflows execute the wrong reality.
Read article