platoseed
โ† All companies
crmCopilot logo

crmCopilot

Inactive

Give Salesforce the AI upgrade it deserves

Winter 2024Founded 20232 peopleSan Francisco, CA, USA

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

Launch

Launched on Y Combinator ยท Mar 2024
View launch post โ†—

Build better pipeline - reach out to the right people, at the right time, with the right message.

Quantic launches a next-generation sales intelligence data platform that helps sales reps identify hot accounts and contacts, craft personalized messages, and reach out at the right time with the right context. The product targets sales teams seeking improved timing and efficiency in prospecting and pipeline building.

From the original launch (Mar 2024) โ€” may be outdated.

Formerly โ€œTimecardโ€, โ€œquanticโ€, โ€œQuanticโ€, โ€œQuantic Labsโ€

B2BSalesSalesSales EnablementAutomationAI

Related startups

Also in Winter 2024