CRX id
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Description from extension meta
Give Salesforce the AI upgrade it deserves - update your CRM, discover revenue, deep research, business intelligence, and more.
Image from store
Description from store
CRM Copilot – Give Salesforce the AI upgrade it deserves!
Stop with the grunt work and spend more time with your customers..
crmCopilot is an AI assistant designed specifically for the front office (sales, customer success, support, and marketing). Imagine having a dedicated assistant that not only automates tedious tasks but also proactively surfaces insights, uncovers hidden opportunities, and ensures your CRM stays pristine.
What crmCopilot Can Do for You:
-- Data Entry & CRM Hygiene: Say goodbye to your stale, messy data. crmCopilot can update your CRM, freeing you up to focus on customers. Make your CRM your ACTUAL source of truth and prepare yourself for the age of AI!
-- Cover your ass: Never miss an opportunity again, crmCopilot can identify neglected customers or forgotten threads. Ensuring that no deal is left behind and you're always spending your time in the right place.
-- Deep CRM research and Business intelligence: crmCopilot can navigate your CRM and answer quetions about your business. Need to generate a new report? Wondering if there are any leaks in your funnel? Where this data came from? crmCopilot is your one stop shop.
-- Deep Account Research: Generate summaries, strategy, and coaching for your accounts. crmCopilot can uncover insights from the news, notes, past activities, or CRM.. arming you with the full story when you walk into your next meeting.
-- CRM Enrichment: Automatically enrich your accounts with current, accurate information. crmCopilot can search the web and your activities for relevant info. If you want to connect other data providers, let us know!
-- Pipeline Generation & Business Development: Once crmCopilot learns your ICP, value prop, and selling motion, it can help you hunt for deals. crmCopilot can browse the internet for opportunities and even help you craft the right messaging.
How it works:
-- Integrates into your CRM
-- Searches the web
-- Learns about you & your business over time
-- Can capture any tab you're on
-- Can ingest documents (notes, call recordings, presentations, etc)
-- Native to your workflow via a Chrome Extension side panel
-- Can integrate into your activities (email, calls, docs), and other data prodivers
---- On request, reach out to [email protected] to learn more
-- Can generate CRM updates, reports, recommendations, and more
crmCopilot isn’t just another flashy AI tool; it’s a specialized agent built explicitly for front-office excellence. Similar to Manus or Cursor, it is designed exclusively to empower customer-facing teams.
Get your CRM in shape, unlock hidden revenue, and make smarter business decisions — all with the power of crmCopilot.
Install crmCopilot today and experience the future of business software
Release Notes
0.2.48 - Bug fixes
0.2.47 - Added support for Google Gemini, OpenAI, and Anthropic AI APIs, prompts are routed to best possible model - reach out to [email protected] if you have questions or concerns