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crmCopilot

The AI Agent for Customer Facing Teams

Stop with the grunt work and spend more time with your customers! crmCopilot is an AI assistant designed specifically for the front office (sales, customer success, support, and marketing). Imagine having a dedicated assistant that not only automates tedious tasks but also proactively surfaces insights, uncovers hidden opportunities, and ensures your CRM stays pristine. What crmCopilot Can Do for You: -- Data Entry & CRM Hygiene: Say goodbye to your stale, messy data. crmCopilot can update your CRM, freeing you up to focus on customers. Make your CRM your ACTUAL source of truth and prepare yourself for the age of AI! -- Cover your ass: Never miss an opportunity again, crmCopilot can identify neglected customers or forgotten threads. Ensuring that no deal is left behind and you're always spending your time in the right place. -- Deep CRM research and Business intelligence: crmCopilot can navigate your CRM and answer quetions about your business. Need to generate a new report? Wondering if there are any leaks in your funnel? Where this data came from? crmCopilot is your one stop shop. -- Deep Account Research: Generate summaries, strategy, and coaching for your accounts. crmCopilot can uncover insights from the news, notes, past activities, or CRM.. arming you with the full story when you walk into your next meeting. -- CRM Enrichment: Automatically enrich your accounts with current, accurate information. crmCopilot can search the web and your activities for relevant info. If you want to connect other data providers, let us know! -- Pipeline Generation & Business Development: Once crmCopilot learns your ICP, value prop, and selling motion, it can help you hunt for deals. crmCopilot can browse the internet for opportunities and even help you craft the right messaging. How it works: -- Integrates into your CRM -- Searches the web -- Learns about you & your business over time -- Can capture any tab you're on -- Can ingest documents (notes, call recordings, presentations, etc) -- Native to your workflow via a Chrome Extension side panel -- Can integrate into your activities (email, calls, docs), and other data prodivers ---- On request, reach out to sales@crmcopilot.co to learn more -- Can generate CRM updates, reports, recommendations, etc crmCopilot isn’t just another flashy AI tool; it’s a specialized agent built explicitly for front-office excellence. It's like Manus or Cursor, designed exclusively to empower your sales and customer-facing teams. Get your CRM in shape, unlock hidden revenue, and make smarter business decisions — all with the power of crmCopilot. Install crmCopilot today and experience the future of business software
Active Founders
Grant Margerum
Grant Margerum

Grant Margerum, Founder

- Studied CS - Worked at Salesforce as a dev for two years then as an SE (pre-sales engineer) for two years - Joined Northbeam as the 1st employee and Head of Sales; grew the business from $200k -> $10m in 15 months
crmCopilot
Founded:2023
Batch:Winter 2024
Team Size:2
Status:
Active
Location:San Francisco
Primary Partner:Harj Taggar
Company Launches
Quantic - Next generation data for sales teams
See original launch post

TLDR

There are three T’s in sales: Territory, Talent, and Timing. What if we could solve the hardest one… Timing?

Quantic provides better data so sales reps can reach out to the right people, with the right message, at the right time.

Hey everyone! We are Garrett (left) and Grant (right), the founders of Quantic. We are building the future of sales intelligence, a next-generation data platform. If there’s one thing we’ve learned it’s that sales is hard. But it doesn’t have to be. Today, sales reps navigate between countless tools looking for an edge, an insight, or a lead. They are limited by their time and their workflows. In the future, reps won’t waste time doing monotonous data work, they will be able to focus on what they do best, selling.

We built Quantic with the mission of 10x-ing sales reps. We make it easy for reps to research their customers, identify opportunities, and optimize their time.

The Problem

Prospecting sucks. Reps have a hard time consistently building a pipeline

  • Don’t know which accounts to go after
    • Don’t know which are qualified
    • Don’t know which are ready to buy
  • Don’t have a good entry point
    • Hard to find the right contacts
    • Hard to craft personalized/engaging messaging every time
  • Don’t have enough time
    • Existing tools are clunky and filled with junk data
    • Don’t have time to do thorough research

The Solution

Better data allows reps to reach out at the right time with the right message

  • Quantic’s data is
    • Fresh/relevant
    • Personalized to you
    • Reliable
  • With Quantic, sales reps
    • Identify hot accounts & contacts
    • Send relevant messages with context
    • At the right time

Example

One of our customers sells physical security products. They look for buying signals such as crime in their area, moving offices, opening up new stores, press releases, fundraising, etc. In their first week using the platform they found an article announcing a new office development. They were able to identify the right contact at the business, reach out to them with this article, and immediately schedule a demo.

The Ask

Please like, comment, share!

We are actively onboarding customers - If this is interesting to you, please reach out to sales@quantichq.com or fill out our lead form at quantichq.com.

We appreciate your support!!

YC Sign Photo

Company photo