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CRMCoPilot.AI helps sales teams find verified business contacts, connect with decision-makers, and sync leads directly into their CRM. It automates daily prospecting, ensures lead data accuracy, and personalizes outreach using AI.

Frequently Asked Questions

22 questions found

What is CRMCoPilot.AI?

CRMCoPilot.AI is an AI-powered lead generation and CRM automation platform. It helps users discover business leads, verify their contact details, and sync them automatically into their CRM system for outreach and tracking.

Who is it for?
CRMCoPilot.AI is designed for sales professionals, marketing agencies, recruiters, and business owners who want to save time prospecting and focus on closing deals.
How does it find leads?
CRMCoPilot.AI connects to global business databases with millions of verified contacts. You can search using filters such as job title, company name, industry, revenue, location, or technology stack.
How accurate is the data?
All contact details go through multi-step verification. Emails are validated for deliverability, and phone numbers are confirmed through data providers and AI checks.
Is CRMCoPilot.AI compliant with privacy regulations?
Yes. CRMCoPilot.AI follows CAN-SPAM, GDPR, and other regional data protection rules. Users must ensure their outreach messages include opt-out options and are sent to business emails only.
What is the Autopilot feature?
Autopilot automatically exports new, verified leads into your CRM on a set schedule—daily, weekly, or custom intervals—so your CRM always has fresh contacts.
What CRMs does CRMCoPilot.AI integrate with?
It integrates seamlessly with Zoho CRM, Salesforce, HubSpot, and GoHighLevel. More CRM integrations are being added.
Can I download leads?
Yes, users can download leads as CSV files for offline use or upload to any system.
Does it support team collaboration?
Yes. Teams can share lead lists, manage credit usage, and track exports to CRMs collaboratively.
What are credits?
Credits are the internal currency for unlocking verified emails and phone numbers. Typically, 1 credit is used per email and 5 per phone number.
Is there a free trial?
Yes. CRMCoPilot.AI offers a free trial that allows users to unlock and download a limited number of leads each week.
What plans are available?
Plans include: Free Plan – 5 free leads per week. Silver Plan ($55/month) – Ideal for individuals or startups. Gold Plan ($95/month) – For small sales teams. Platinum Plan ($250/month) – For agencies and enterprise users.
Can I change or cancel my plan anytime?
Yes. Plans can be upgraded, downgraded, or canceled at any time through your account dashboard.
How do I connect my CRM?
Go to Settings → Integrations and choose your CRM (e.g., Zoho, Salesforce, HubSpot, GoHighLevel). Authenticate the connection via OAuth and select where new leads should go.
How does Autopilot assign leads?
You can set rules for daily lead volume, time of export, and CRM owner assignment (round-robin or fixed user).
How do I prevent duplicate leads in my CRM?
CRMCoPilot.AI checks for existing leads based on email and domain before exporting. You can also enable duplicate rules inside your CRM.
Where does CRMCoPilot.AI get its data?
It uses licensed data providers and in-house AI validation to ensure up-to-date, verified business information.
How is my data secured?
All user and lead data is encrypted. CRM integrations use secure API connections with token-based authentication.
Can I use CRMCoPilot.AI data with my own lists?
Yes. You can upload your CSV, enrich it using CRMCoPilot.AI, and export back to your CRM.
I can't find any results. What should I do?
Try broadening your filters—use fewer keywords or include related titles or industries.
Why am I seeing duplicates?
Ensure your CRM's duplicate rules are enabled. CRMCoPilot also flags duplicates during export but may include similar roles at the same company.
How do I contact support?
You can reach support via the in-app chat or email support@crmcopilot.ai.

Frequently Asked Questions

5 questions found

What is CRMCoPilot.AI?

CRMCoPilot.AI is an AI-powered lead generation and CRM automation platform. It helps users discover business leads, verify their contact details, and sync them automatically into their CRM system for outreach and tracking.

Who is it for?

CRMCoPilot.AI is designed for sales professionals, marketing agencies, recruiters, and business owners who want to save time prospecting and focus on closing deals.

How does it find leads?

CRMCoPilot.AI connects to global business databases with millions of verified contacts. You can search using filters such as job title, company name, industry, revenue, location, or technology stack.

How accurate is the data?

All contact details go through multi-step verification. Emails are validated for deliverability, and phone numbers are confirmed through data providers and AI checks.

Is CRMCoPilot.AI compliant with privacy regulations?

Yes. CRMCoPilot.AI follows CAN-SPAM, GDPR, and other regional data protection rules. Users must ensure their outreach messages include opt-out options and are sent to business emails only.

Frequently Asked Questions

4 questions found

What is the Autopilot feature?

Autopilot automatically exports new, verified leads into your CRM on a set schedule—daily, weekly, or custom intervals—so your CRM always has fresh contacts.

Can I download leads?

Yes, users can download leads as CSV files for offline use or upload to any system.

Does it support team collaboration?

Yes. Teams can share lead lists, manage credit usage, and track exports to CRMs collaboratively.

What are credits?

Credits are the internal currency for unlocking verified emails and phone numbers. Typically, 1 credit is used per email and 5 per phone number.

Frequently Asked Questions

3 questions found

Is there a free trial?

Yes. CRMCoPilot.AI offers a free trial that allows users to unlock and download a limited number of leads each week.

What plans are available?

Plans include: Free Plan – 5 free leads per week. Silver Plan ($55/month) – Ideal for individuals or startups. Gold Plan ($95/month) – For small sales teams. Platinum Plan ($250/month) – For agencies and enterprise users.

Can I change or cancel my plan anytime?

Yes. Plans can be upgraded, downgraded, or canceled at any time through your account dashboard.

Frequently Asked Questions

4 questions found

What CRMs does CRMCoPilot.AI integrate with?
It integrates seamlessly with Zoho CRM, Salesforce, HubSpot, and GoHighLevel. More CRM integrations are being added.
How do I connect my CRM?

Go to Settings → Integrations and choose your CRM (e.g., Zoho, Salesforce, HubSpot, GoHighLevel). Authenticate the connection via OAuth and select where new leads should go.

How does Autopilot assign leads?

You can set rules for daily lead volume, time of export, and CRM owner assignment (round-robin or fixed user).

How do I prevent duplicate leads in my CRM?

CRMCoPilot.AI checks for existing leads based on email and domain before exporting. You can also enable duplicate rules inside your CRM.

Frequently Asked Questions

3 questions found

Where does CRMCoPilot.AI get its data?

It uses licensed data providers and in-house AI validation to ensure up-to-date, verified business information.

How is my data secured?

All user and lead data is encrypted. CRM integrations use secure API connections with token-based authentication.

Can I use CRMCoPilot.AI data with my own lists?

Yes. You can upload your CSV, enrich it using CRMCoPilot.AI, and export back to your CRM.

Frequently Asked Questions

3 questions found

I can't find any results. What should I do?

Try broadening your filters—use fewer keywords or include related titles or industries.

Why am I seeing duplicates?

Ensure your CRM's duplicate rules are enabled. CRMCoPilot also flags duplicates during export but may include similar roles at the same company.

How do I contact support?

You can reach support via the in-app chat or email support@crmcopilot.ai.

Getting Started Checklist

Follow these steps to start generating leads with CRMCoPilot.AI

1

Sign up for a free account

2

Create your Ideal Customer Profile (ICP)

3

Run a lead search using filters

4

Unlock and download leads

5

Connect your CRM

6

Set up Autopilot for daily lead flow

7

Launch your outreach campaign

Pricing Plans

Free Plan

$0

5 free leads per week

Perfect for trying out the platform

Silver Plan

$55/month

For individuals or startups

Ideal for solo entrepreneurs

Gold Plan

$95/month

For small sales teams

Best for growing teams

POPULAR

Platinum Plan

$250/month

For agencies and enterprise

Maximum power and scale

Still have questions?

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