Operational Intelligence
That Compounds
Not another chatbot. Your Copilot learns from every contact, account, and deal to surface insights, automate actions, and eliminate the busy work that kills momentum.
The Problem
Most CRM work is
robotic, repetitive, and rage-inducing
You already know the prospect's name, company, and context. Why spend 10 minutes copy-pasting into form fields? That's work for machines, not salespeople.
4.5 hrs
Per week spent on manual CRM data entry
That's 234 hours per year. Per rep.
11x
Context switches per hour between research and CRM
Each switch costs 23 minutes of focus.
68%
Of CRM records are incomplete or outdated
Cold start problem kills your pipeline.
The Value Loop
Intelligence that compounds
with every interaction
Unlike "AI features" bolted onto legacy CRMs, our Copilot was built from day one to create a flywheel—each action makes the next one faster and smarter.
Research
Web search with Google grounding surfaces real-time company intelligence
Enrich
Copilot extracts key data points and prepares structured records
Action
One-click approval creates contacts, accounts, and activities
Compound
Every record makes future suggestions smarter and more relevant
Capabilities
Not a chatbot. An operator.
30+ tools orchestrated by a single conversational interface. Research, create, update, analyze—all through natural language.
Research prospects without leaving CRM
Live Web Research
Google-grounded search surfaces company data, funding rounds, leadership, and news in real-time.
Query your data in plain English
Natural Language CRM
"Show me stale deals over $50k" or "List contacts at Enterprise accounts" — just ask.
Create records from conversation
Research → Action
Research Stripe, then "Add them to CRM" — Copilot extracts structured data automatically.
Understand context without clicks
Page-Aware Intelligence
Copilot knows what you're viewing. "Summarize this account" just works on any detail page.
Log activities without forms
Voice-to-Activity
"Log a call with Sarah about pricing" creates a timestamped note with one approval.
Surface insights from your pipeline
Dashboard Analytics
Ask "What's my win rate this quarter?" or "Which deals are stalling?" — instant answers.
Interface Design
Power user velocity.
Zero learning curve.
Slash Commands
/search, /contact, /account, /summarize — muscle memory for power users.
Rich Entity Cards
Results render as interactive cards with actions, not raw JSON walls.
Instant Actions
"View Details" or "Log Call" directly from result cards. One click.
Create Account
stripe.com • Fintech
Create Contact
Patrick Collison • CEO
Log Activity
Call note: Discussed enterprise pricing...
Trust & Control
AI that asks permission.
Not forgiveness.
Read operations execute instantly. Write operations always show you exactly what will change and wait for approval. Your data, your control.
- Every write operation requires explicit approval
- Preview exact changes before they happen
- Batch approve or reject multiple actions
- Full audit trail of all AI actions
Stop doing robot work.
Start closing deals.
Your Copilot is waiting. Research prospects, create records, and analyze your pipeline—all in natural language.
No credit card required · Works instantly · Cancel anytime