crmCopilot

Hey YC, we're Grant and Jarrek, and we're excited to launch crmCopilot!

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!

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

The Problem

I (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.)

Why It Matters

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

Our Solution

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

We 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.

Our Story

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

Call to Action

We're thrilled to start onboarding users from our waitlist. If you're tired of grunt work, bad data, missing information, or task anxiety, join our waitlist or schedule a call with our team.

Sign up or schedule a demo at crmcopilot.co