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
By clicking "See Copy.ai" you agree to Copy.ai's Privacy Notice
Trusted by
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.
SALES OPS WORKFLOWS
#1
Lead enrichment
Lead enrichment
#2
Lead scoring
Lead scoring
#3
AI sales manager
AI sales manager
#4
Automated meeting insights
Automated meeting insights
#5
Automated opportunity analysis
Automated opportunity analysis
#6
Automated CRM hygiene
Automated CRM hygiene
SDR WORKFLOWS
#1
Personalized cold outreach
Personalized cold outreach
#2
Automated dead opp sequences
Automated dead opp sequences
#3
Company research/enrichment
Company research/enrichment
#4
Automated use case ideation
Automated use case ideation
#5
Lead enrichment
Lead enrichment
#6
Automatically summarize company news
Automatically summarize company news
AE WORKFLOWS
#1
Transcript-to-follow up email
Transcript-to-follow up email
#2
Marketing content repurposing
Marketing content repurposing
#3
Battle card recommendation
Battle card recommendation
#4
Automated use case prioritization
Automated use case prioritization
#5
AI sales manager (CRM hygiene)
AI sales manager (CRM hygiene)
#6
Lost opp automated follow-ups
Lost opp automated follow-ups
SALES ENABLEMENT WORKFLOWS
#1
Content from call scripts
Content from call scripts
#2
Automated battle card recommendation
Automated battle card recommendation
#3
Automated meeting insights
Automated meeting insights
#4
Marketing content repurposing
Marketing content repurposing
2000+
integrations via Zapier
integrations via Zapier
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.
Build FAQs from documents
Paste in the text from any document and transform it into a list of FAQs
Try it
Company insights and enrichment
Research a company's industry, news, size, and offerings and generate industry terms
Try it
Competitor analysis from G2
Competitor Analysis: Uncover Their Value, Customer Sentiment and Winning Strategy
Try it
Lead/Contact enrichment from LinkedIn profile
Summarizes a person's LinkedIn profile and recommends use cases
Try it
LinkedIn posts generation
Generate LinkedIn posts from a brief using various formulas
Try it
Personalized webinar promotion
Generates a series of webinar promotion emails based on a webinar brief
Try it
Personalized webinar promotion
Generates a series of webinar promotion emails based on a webinar brief
Try it
LinkedIn posts generation
Generate LinkedIn posts from a brief using various formulas
Try it
Lead/Contact enrichment from LinkedIn profile
Summarizes a person's LinkedIn profile and recommends use cases
Try it
Competitor analysis from G2
Competitor Analysis: Uncover Their Value, Customer Sentiment and Winning Strategy
Try it
Company insights and enrichment
Research a company's industry, news, size, and offerings and generate industry terms
Try it
Build FAQs from documents
Paste in the text from any document and transform it into a list of FAQs
Try it
Explore more workflows
*We provide full parity to the Workflows so you can build any use case you need.
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 Sales OS 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
No items found.