CRM CoPilot AutoPilot Agents

Intelligent automation agents that work directly within your CRM to enhance sales productivity

Key Features

  • Daily automated CRM data enrichment
  • Real-time company and contact updates
  • Automatic job change detection
  • Company news and funding updates
  • Technographic data enrichment
  • Contact role verification

Value Proposition

98% data accuracy

Accuracy

85% more data points

Coverage

Real-time updates

Insights

Zero manual research

Efficiency

Ideal Use Case

The Agent continuously monitors your CRM contacts and automatically enriches their profiles with fresh data, ensuring your team always has the latest information for personalized outreach.

Key Features

  • Automatic lead prioritization from CRM
  • Personalized LinkedIn outreach
  • Two-way CRM synchronization
  • Engagement tracking and logging
  • Meeting scheduling automation
  • Response pattern analysis

Value Proposition

300% more connections

Outreach

45% response rate

Responses

100% activity capture

Logging

2x qualified leads

Leads

Ideal Use Case

The Agent automatically identifies your best CRM leads, conducts personalized LinkedIn outreach, and maintains a complete interaction history in your CRM without manual effort.

Key Features

  • Cross-channel CRM activity tracking
  • Automated engagement sequences
  • Smart pause on out-of-office
  • Meeting link insertion
  • Engagement score updates
  • Auto-task creation

Value Proposition

100% activity capture

Tracking

40% higher response

Engagement

Zero manual updates

Efficiency

Full journey visibility

Insights

Ideal Use Case

The Agent manages all prospect interactions across channels, keeping your CRM updated in real-time while maintaining natural conversation flows and perfect timing.

Key Features

  • Dormant opportunity detection
  • Engagement history analysis
  • Custom re-engagement sequences
  • Activity logging in CRM
  • Lead score updates
  • Task generation

Value Proposition

35% opportunity recovery

Reactivation

100% activity logging

Tracking

Real-time lead scoring

Scoring

Automatic follow-ups

Tasks

Ideal Use Case

The Agent continuously monitors your CRM for opportunities that need attention, automatically initiating and managing re-engagement campaigns while keeping all activities logged.

Key Features

  • Event prospect identification
  • Automated CRM task creation
  • Meeting coordination
  • Follow-up sequence management
  • Engagement tracking
  • ROI calculation

Value Proposition

100% prospect research

Preparation

2x meeting bookings

Meetings

Zero missed follow-ups

Followup

Automatic ROI tracking

Reporting

Ideal Use Case

The Agent manages your entire event-related CRM workflow, from prospect identification to post-event follow-up, ensuring no opportunities are missed.

Automate Your CRM Workflows Today

Deploy intelligent Agents that work directly within your existing CRM system. Native support for Hubspot, Zoho CRM, and Salesforce CRM.

CRM-Agnostic Automation That Moves With You

Why be locked into one ecosystem when your agents can work anywhere?

The CRMCoPilot Advantage

Unlike traditional CRM-specific tools, CRMCoPilot’s AutoPilot Agents are designed to work with any CRM system. When you switch CRMs, your agents move with you – no reconfiguration needed.

Real World Example:

Imagine an agent that not only finds qualified prospects and enters them into your CRM, but also:

Cost Comparison

PhantomBuster

$9,900/year

Salesforce Einstein

$6,000/year

CRMCoPilot Plus AutoPilot

$3,000/year

Why Choose CRMCoPilot?

CRM Independence

Take your automation with you across any CRM platform

Universal Integration

Connect with any tool or platform beyond just CRM

Intelligent Automation

End-to-end process automation with AI-driven decision making

Seamless Workflows

Create complex workflows that span multiple systems

Ready to Transform Your CRM Experience?

Get the power of enterprise automation without the enterprise price tag or platform lock-in.

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