CRM

1 article tagged CRM.

Diagram showing a sales copilot pulling pipeline and account data from Salesforce, HubSpot, or NetSuite via MCP tools, then summarizing it in chat

Sales Copilot MCP Agentic AI CRM 10 min read

AI Sales Copilot: Pipeline Summaries From the CRM You Already Run

Reps spend 17% of their week on CRM data entry. An AI sales copilot answers pipeline and account questions from live CRM data instead. Get started free.