Never wonder who to contact next again.
An AI sales assistant that watches every buyer signal in your CRM and tells your team exactly who to follow up with today — and why.
Marcus Reed
VP Operations · Northwind Logistics
92
Intent
Why this lead
High-intent prospect re-engaging after two quiet weeks. Repeated pricing visits point to active evaluation — reach out before the window closes.
Next best action: Call today
Reference the ROI summary sent last month
Every morning, it surfaces the leads worth your time.
Instead of scrolling through hundreds of records, your team starts with a short, ranked list. Here’s what the AI watches for.
01
Leads opening your emails repeatedly
02
Contacts clicking links or downloading content
03
Prospects visiting your site or pricing pages
04
Stalled opportunities that need attention
05
High-value leads with rising engagement scores
06
Contacts who haven't been reached recently
07
Deals approaching milestones or close dates
08
Cold prospects showing renewed buying interest
It doesn't just remind you to follow up. It answers the real questions.
Who should I call today?
Which deals are at risk?
Who's actively researching us right now?
Which opportunities are most likely to close?
Which leads went cold and need re-engaging?
Which contacts have the highest buying intent?
Fifteen signals, evaluated continuously.
The CoPilot reads behavior and history across your CRM and marketing channels to score real buying intent.
- Email opens
- Email link clicks
- Email replies
- Website visits
- Landing page activity
- Form submissions
- Campaign engagement
- Lead score changes
- Last activity date
- Opportunity stage duration
- Tasks & completed activities
- Notes & timeline history
- Meetings & calls
- Sales pipeline activity
- Account engagement trends
Start the day with a plan, not a pile of records.
- Your highest-priority leads to contact
- Opportunities that need immediate attention
- Deals that have stalled out
- Fresh buyer engagement signals
- An AI explanation behind every recommendation
- A suggested next action for each one
Marcus Reed
intent 92 · pricing revisits
Atlas Freight deal
stalled 19 days in negotiation
Dana Whitfield
reopened email after 3 weeks quiet
Brightline renewal
close date in 4 days · high intent
Works with the CRM you already run on.
Zoho CRM
Native integration
Salesforce
Sales Cloud
HubSpot
CRM & Marketing
GoHighLevel
HighLevel
Additional platforms supported through APIs and custom integrations.
No qualified lead falls through the cracks.
Faster
Respond to buying signals while intent is still hot
Consistent
Follow-up that happens every day, without reminders
Higher
Better conversion rates from focused outreach
Shorter
Sales cycles that move because timing is right
Focused
Time spent on the highest-value opportunities
Recovered
Forgotten and stalled deals brought back to life
It works like an AI sales manager — monitoring your CRM around the clock and telling your team exactly where to focus.
Eliminate the guesswork. Point every rep at the revenue that’s ready to move.