AI Sales OS
Welcome to the future of sales
AI Sales OS empowers your entire sales process, from lead generation to opportunity management and sales enablement. With pre-built Workflows and playbooks, you can hit the ground running. No more juggling disparate tools—everything your team needs, all in one place
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Hit the ground running with Workflow templates
Choose from pre-built workflow templates and install one in seconds. You can use our templates out-of-the-box or tweak them to meet your exact needs.
Cold LinkedIn Connection Note
Scrape a Linkedin profile and write a note asking to connect
Create Blog Post from Sales Call
Generates a long form blog post from a sales transcript
Enrich Company from Domain
Enriches a company based on a given domain
Enrich Person from LinkedIn Profile
Enriches a contact given a Linkedin profile URL
Enrich personal from email address
Enriches a contact given an email adress
Extract MEDDIC from sales transcript
Extracts Metrics, Economic buyer, Decision criteria, Decisi...
Extract Product Feedback from Sale...
Summarizes a sales transcript into a bulleted list
Find cross-sell leads at company
Search for cross-sell expansion leads at an existing customer
Personalized Cold Outbound Email...
Generates a cold sales email given recipient and sender...
Prioritize Leads / Lead Scoring
Categorizes a lead based on provided information
Research Account from Domain
Map out important details about a new prospect or existing...
Research public company
Research the priorities and goals of public company and...
Cold LinkedIn Connection Note
Scrape a Linkedin profile and write a note asking to connect
Create Blog Post from Sales Call
Generates a long form blog post from a sales transcript
Enrich Company from Domain
Enriches a company based on a given domain
Enrich Person from LinkedIn Profile
Enriches a contact given a Linkedin profile URL
Enrich personal from email address
Enriches a contact given an email adress
Extract MEDDIC from sales transcript
Extracts Metrics, Economic buyer, Decision criteria, Decisi...
Extract Product Feedback from Sale...
Summarizes a sales transcript into a bulleted list
Find cross-sell leads at company
Search for cross-sell expansion leads at an existing customer
Personalized Cold Outbound Email...
Generates a cold sales email given recipient and sender...
Prioritize Leads / Lead Scoring
Categorizes a lead based on provided information
Research Account from Domain
Map out important details about a new prospect or existing...
Research public company
Research the priorities and goals of public company and...
Research public company
Research the priorities and goals of public company and...
Research Account from Domain
Map out important details about a new prospect or existing...
Prioritize Leads / Lead Scoring
Categorizes a lead based on provided information
Personalized Cold Outbound Email...
Generates a cold sales email given recipient and sender...
Find cross-sell leads at company
Search for cross-sell expansion leads at an existing customer
Extract Product Feedback from Sale...
Summarizes a sales transcript into a bulleted list
Extract MEDDIC from sales transcript
Extracts Metrics, Economic buyer, Decision criteria, Decisi...
Enrich personal from email address
Enriches a contact given an email adress
Enrich Person from LinkedIn Profile
Enriches a contact given a Linkedin profile URL
Enrich Company from Domain
Enriches a company based on a given domain
Create Blog Post from Sales Call
Generates a long form blog post from a sales transcript
Cold LinkedIn Connection Note
Scrape a Linkedin profile and write a note asking to connect
Research public company
Research the priorities and goals of public company and...
Research Account from Domain
Map out important details about a new prospect or existing...
Prioritize Leads / Lead Scoring
Categorizes a lead based on provided information
Personalized Cold Outbound Email...
Generates a cold sales email given recipient and sender...
Find cross-sell leads at company
Search for cross-sell expansion leads at an existing customer
Extract Product Feedback from Sale...
Summarizes a sales transcript into a bulleted list
Extract MEDDIC from sales transcript
Extracts Metrics, Economic buyer, Decision criteria, Decisi...
Enrich personal from email address
Enriches a contact given an email adress
Enrich Person from LinkedIn Profile
Enriches a contact given a Linkedin profile URL
Enrich Company from Domain
Enriches a company based on a given domain
Create Blog Post from Sales Call
Generates a long form blog post from a sales transcript
Cold LinkedIn Connection Note
Scrape a Linkedin profile and write a note asking to connect
Explore the Platform
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Explore the Platform
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Explore the Platform
*We provide full parity to the Workflows so you can build any use case your customers need.
AI Sales OS
Close more deals with less
AI Sales OS automates lead enrichment, opportunity analysis, CRM hygiene and more. It integrates with your CRM, recommending next steps to advance deals effectively. The OS works 24/7 in the background to execute Workflows, freeing up your team to concentrate on closing deals, not busywork.
AI Sales OS
Ditch your point solutions and implement a comprehensive AI platform that builds on itself.
Sales Ops Workflows
Lead enrichment
Lead scoring
AI sales manager
Automated meeting insights
Automated opportunity analysis
Automated CRM hygiene
SDR Workflows
Personalized cold outreach
Automated dead opp sequences
Company research/enrichment
Automated use case ideation
Lead enrichment
Automatically summarize company news
AE Workflows
Transcript-to-follow up email
Marketing content repurposing
Battle card recommendation
Automated use case prioritization
AI sales manager (CRM hygiene)
Lost opp automated follow-ups
Sales enablement Workflows
Content from call scripts
Automated battle card recommendation
Automated meeting insights
Marketing content repurposing
Sales OPS Workflows
Lead enrichment
Automated meeting insights
AI sales manager
Automated meeting insights
Automated opportunity analysis
Automated CRM hygiene
SDR Workflows
Personalized cold outreach
Automated dead opp sequences
Company research/enrichment
Automated use case ideation
Lead enrichment
Automatically summarize company news
AE Workflows
Transcript-to-follow up email
Marketing content repurposing
Battle card recommendation
Automated use case prioritization
AI sales manager (CRM hygiene)
Lost opp automated follow-ups
Sales enablement Workflows
Content from call scripts
Automated battle card recommendation
Automated meeting insights
Marketing content repurposing
Integrations
Connect with the tools your team uses every day
2k+
integrations
One platform, limitless possibilities
Let Copy.ai's Sales OS take your sales team from being note-takers to becoming deal-makers. With your workflows automated, watch your team's productivity and win rates soar.
No more context switching
Your team can fully immerse themselves in sales calls, secure in the knowledge that all the pre-work is flawlessly executed.
Automated CRM hygiene
Maintaining your CRM doesn't have to be a chore. The AI SalesOS automatically updates your deals with the latest from each sales call.
Enrichment and qualification
AI Sales OS enriches and qualify your leads. Focus on the right accounts, and be ready with the data you need when it's time to make your move.
Capture every call detail
Our AI Sales OS captures every call detail that matters. With non-biased, detailed, and accurate records, your CRM hygiene improves dramatically.
Guides to help you get started
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See the AI Sales OS in action
Learn how Copy.ai's Sales OS can effortlessly streamline your tasks, eliminate the constant back-and-forth, and execute your sales strategies at scale.
