crmCopilot recently launched!

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^{"Stop with the grunt work, spend more time with customers"}

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^{TL;DR: crmCopilot automates data entry, proactively manages your tasks, and helps you quickly find critical information across all your interactions… so you can spend less time on grunt work and more time with customers!}

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Founded by Grant Margerum

Grant and Jarrek met at their last startup, Northbeam. Grant was employee #1 & Head of Sales, Jarrek was employee #2 and Head of Product Development. They helped grow that business from $100k to $10m in revenue in about 15 months. They built a lot of trust in one another, they both love building products, and they both love building companies.

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https://www.youtube.com/watch?v=3rUnCUGin7U

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The Problem

Grant spent four years at Salesforce as a Sales Engineer and saw firsthand how frustrating CRMs can be. Despite massive investments, CRMs often become messy and unreliable, burdened with stale data, duplicates, and manual data entry. CRMs promise so much, but never live up to their full potential.

“The biggest thing I learned at Salesforce was that everyone hates Salesforce…”

So why is this the case? Why hasn’t this been solved already? Well, it’s a hard problem, and many have tried over the years (Salesforce included):

• CRMs are incredibly complicated, unique, and accumulate tech debt
• There is an enormous amount of source data to make sense of (emails, calls, files, transcripts, etc.)

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Why It Matters

Sales reps spend 30-50% of their time on grunt work (CRM updates, follow-up emails, quotes/documentation, etc.), and yet they still can't rely on their CRM for reporting, accountability, or automation.

Businesses suffer from:

• Wasted time - on grunt work instead of customers
• Unreliable data - lack of accountability, reporting, automation, and insights
• Revenue left on the table - opportunities fall through the cracks

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Their Solution

CRMs are absolutely critical to their business, but they need to be smarter… and thanks to AI, they can be.

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The team built crmCopilot—an AI assistant specifically optimized for front-office teams:

• Automated CRM Updates - crmCopilot intelligently identifies when your CRM needs updating, drafting accurate and timely updates that you can approve with just one click.
• Task Management (Cover Your Ass) - crmCopilot proactively identifies next steps, tracks important follow-ups, and ensures no opportunity or critical task ever slips through the cracks.
• Global Search - Instantly find important details across emails, CRM records, calendar events, call recordings, notes, and documents with one simple search.

crmCopilot integrates into your existing tools/workflow, enhancing your systems rather than replacing them.

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Learn More

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^{🌐 Visit www.crmcopilot.co to learn more.}

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^{📲 Sign up or schedule a demo at crmcopilot.co}

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^{🤝  The team is thrilled to start onboarding users from their waitlist. If you're tired of grunt work, bad data, missing information, or task anxiety, join their waitlist or schedule a call with their team.}

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^{👣 Follow crmCopilot on LinkedIn & X.}