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AIBeacon Sales

Copilot CRM

AI-powered CRM with agentic workflows.

Copilot CRM

The brief

Embedded GPT agents that draft emails, summarize calls, and update deal stages automatically — saving reps 11 hours/week on average.

Our approach

We started with a two-week discovery sprint — interviewing users, auditing the existing stack, and aligning on three outcomes we would measure weekly. From there, we ran a paired design-and-engineering track with daily demos.

The outcome

The launch exceeded every benchmark we set at kickoff. We continue to support the team with a monthly retainer focused on experimentation and measurement.

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