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crmCopilot

Inactive

Give Salesforce the AI upgrade it deserves

Winter 2024Founded 20232 peopleSan Francisco, CA, USA
Generate ideas โ†’
โ†ป Pivot / rename signal

This company has previously operated under โ€œTimecardโ€, โ€œquanticโ€, โ€œQuanticโ€, โ€œQuantic Labsโ€. A rename frequently marks a pivot in positioning or product โ€” useful raw material for variant ideas.

About

crmCopilot โ€“ Stop with the grunt work. Spend more time with customers. Are you juggling multiple accounts and conversations? Are you worried about missing follow-ups or letting opportunities fall through the cracks? Are you spending hours every week updating your CRMโ€ฆ but still struggle with duplicates, stale data, and unreliable reports? Does just thinking about Salesforce give you anxiety? Worry no more. crmCopilot is an AI assistant purpose-built to support front-office teams by taking care of tedious tasks and delivering proactive insights: -- Automated CRM Updates: crmCopilot intelligently detects when your CRM needs attention, drafting precise and timely updates that you can approve with a single click - transforming hours of manual data entry into mere seconds. -- Task Management: crmCopilot proactively identifies your next steps, important follow-ups, and critical tasks. It continuously tracks deadlines and action items, ensuring nothing is forgotten or overlooked. -- Global Search: Quickly find crucial information across all your emails, CRM data, calendar events, call recordings, documents, and notes, all from a single, intuitive search interface. No more time wasted hunting down important details. crmCopilot customers close more deals and build stronger relationships. Youโ€™ll spend more time with customers, never miss a task or opportunity, and walk into every meeting fully prepared with every customer interaction at your fingertips. Give Salesforce the AI upgrade it deserves. Try crmCopilot today.

Founders ยท 2

Grant Margerum
Grant MargerumFounder
Salesforce

- Studied CS - Worked at Salesforce as a dev for two years then as an SE (pre-sales engineer) for two years - Joined Northbeam as the 1st employee and Head of Sales; grew the business from $200k -> $10m in 15 months

Garrett Graves
Garrett GravesFounder

Dropped out of college to build Real Time Video at Mux and Twitch. Avid open-source contributor (https://github.com/GRVYDEV). Built AI Agents before they were cool at Quantic. Currently leading the Agent Environments team at Perplexity

B2BSalesSalesSales EnablementAutomationAI

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