AI Sales Copilot
Give each rep time back by handling research and admin around the sale.
What it is
The sales copilot looks up prospects, drafts first messages, logs activity in your CRM and prepares notes before calls.
The rep decides what is sent.
A good fit if
- Reps spend hours on research
- CRM records are out of date
- Follow-up is inconsistent
What you get
- Lead research notes
- Draft messages for approval
- CRM updates
- Call preparation sheets
How we work
- 1
Share your sources
Point the agent at the documents and systems it should use.
- 2
Set the rules
We agree what it may do alone and when it hands off to a person.
- 3
Review and adjust
Staff check its work at first, then you loosen the checks as you gain trust.
Pricing
Contact us for pricing. We quote a fixed scope wherever we can and name the cheapest route that does the job first.
Questions about ai sales copilot
Does a person stay in control?
Yes. You decide which actions need approval and which do not.
Can it use our own data?
Yes, once access is agreed. Data handling is written down before we start.
Figures and timelines are agreed in writing before any work starts. Nothing on this page is a quote.
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Learn moreFind out what AI would cost you
Book a free call. We will map three opportunities and give you a rough idea of cost and payback.