CopilotForce Overview

CopilotForce is a sales force automation (SFA) software designed to optimize the performance of sales teams and improve the efficiency of sales processes. This intuitive platform offers tools for managing leads, opportunities, and customer accounts, all while automating repetitive tasks like data entry and follow-ups. CopilotForce integrates with CRM systems to provide a centralized location for tracking customer interactions, ensuring that sales representatives have access to key information in real-time. The software’s AI-powered analytics feature helps sales managers identify trends, predict sales outcomes, and offer targeted coaching to team members. CopilotForce also includes advanced reporting capabilities, allowing businesses to track performance metrics such as conversion rates, sales cycle times, and revenue growth. With mobile access, sales representatives can manage their pipeline on-the-go, ensuring they stay productive regardless of location. By implementing CopilotForce, businesses can streamline their sales process, boost productivity, and ultimately increase sales revenue and customer satisfaction.

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Contact Details

  • Vendor Name Mecha Technologies
  • Founded
  • Location United States

Support

  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Advertising & Marketing, Aviation & Aerospace, Computer Software, Cosmetic & Beauty, Graphic Design

CopilotForce Features

  • Arrow Icon Email Marketing
  • Arrow Icon Campaign Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Lead Capture
  • Arrow Icon Referral Tracking
  • Arrow Icon Sales Activity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Customer Database
  • Arrow Icon Territory Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Task Management
  • Arrow Icon Opportunity Management
  • Arrow Icon Customizable Fields

CopilotForce Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • NA

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

CopilotForce FAQs

CopilotForce is a sales force automation (SFA) software designed to optimize the performance of sales teams and improve the efficiency of sales processes. This intuitive platform offers tools for managing leads, opportunities, and customer accounts, all while automating repetitive tasks like data entry and follow-ups. CopilotForce integrates with CRM systems to provide a centralized location for tracking customer interactions, ensuring that sales representatives have access to key information in real-time. The software’s AI-powered analytics feature helps sales managers identify trends, predict sales outcomes, and offer targeted coaching to team members. CopilotForce also includes advanced reporting capabilities, allowing businesses to track performance metrics such as conversion rates, sales cycle times, and revenue growth. With mobile access, sales representatives can manage their pipeline on-the-go, ensuring they stay productive regardless of location. By implementing CopilotForce, businesses can streamline their sales process, boost productivity, and ultimately increase sales revenue and customer satisfaction.

  • No, CopilotForce does not offer a free version.

  • Yes, CopilotForce offers a free trial.

  • No, Credit Card details are not required for the CopilotForce trial.

  • No, CopilotForce does not offer an API.

  • CopilotForce offers support with the following options:
    • Email , Chat , Knowledge Base , FAQs/Forum

  • CopilotForce supports the following languages:
    • English

  • Following are the typical users of the CopilotForce:
    • Self-Employed , Small-Business , Midsize-Business

  • CopilotForce supports the following deployment:
    • Cloud Hosted

  • CopilotForce supports the following devices and operating systems:
    • Web-Based , iPhone