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
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Create Blog Post from Sales Call

Generates a long form blog post from a sales transcript
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Enrich Company from Domain

Enriches a company based on a given domain
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Enrich Person from LinkedIn Profile

Enriches a contact given a Linkedin profile URL
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Enrich personal from email address

Enriches a contact given an email adress
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Extract MEDDIC from sales transcript

Extracts Metrics, Economic buyer, Decision criteria, Decisi...
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Extract Product Feedback from Sale...

Summarizes a sales transcript into a bulleted list
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Find cross-sell leads at company

Search for cross-sell expansion leads at an existing customer
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Personalized Cold Outbound Email...

Generates a cold sales email given recipient and sender...
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Prioritize Leads / Lead Scoring

Categorizes a lead based on provided information
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Research Account from Domain

Map out important details about a new prospect or existing...
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Research public company

Research the priorities and goals of public company and...
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Cold LinkedIn Connection Note

Scrape a Linkedin profile and write a note asking to connect
Try it
Try it
Try it
Find out more details

Create Blog Post from Sales Call

Generates a long form blog post from a sales transcript
Try it
Try it
Try it
Find out more details

Enrich Company from Domain

Enriches a company based on a given domain
Try it
Try it
Try it
Find out more details

Enrich Person from LinkedIn Profile

Enriches a contact given a Linkedin profile URL
Try it
Try it
Try it
Find out more details

Enrich personal from email address

Enriches a contact given an email adress
Try it
Try it
Try it
Find out more details

Extract MEDDIC from sales transcript

Extracts Metrics, Economic buyer, Decision criteria, Decisi...
Try it
Try it
Try it
Find out more details

Extract Product Feedback from Sale...

Summarizes a sales transcript into a bulleted list
Try it
Try it
Try it
Find out more details

Find cross-sell leads at company

Search for cross-sell expansion leads at an existing customer
Try it
Try it
Try it
Find out more details

Personalized Cold Outbound Email...

Generates a cold sales email given recipient and sender...
Try it
Try it
Try it
Find out more details

Prioritize Leads / Lead Scoring

Categorizes a lead based on provided information
Try it
Try it
Try it
Find out more details

Research Account from Domain

Map out important details about a new prospect or existing...
Try it
Try it
Try it
Find out more details

Research public company

Research the priorities and goals of public company and...
Try it
Try it
Try it
Find out more details

Research public company

Research the priorities and goals of public company and...
Try it
Try it
Try it
Find out more details

Research Account from Domain

Map out important details about a new prospect or existing...
Try it
Try it
Try it
Find out more details

Prioritize Leads / Lead Scoring

Categorizes a lead based on provided information
Try it
Try it
Try it
Find out more details

Personalized Cold Outbound Email...

Generates a cold sales email given recipient and sender...
Try it
Try it
Try it
Find out more details

Find cross-sell leads at company

Search for cross-sell expansion leads at an existing customer
Try it
Try it
Try it
Find out more details

Extract Product Feedback from Sale...

Summarizes a sales transcript into a bulleted list
Try it
Try it
Try it
Find out more details

Extract MEDDIC from sales transcript

Extracts Metrics, Economic buyer, Decision criteria, Decisi...
Try it
Try it
Try it
Find out more details

Enrich personal from email address

Enriches a contact given an email adress
Try it
Try it
Try it
Find out more details

Enrich Person from LinkedIn Profile

Enriches a contact given a Linkedin profile URL
Try it
Try it
Try it
Find out more details

Enrich Company from Domain

Enriches a company based on a given domain
Try it
Try it
Try it
Find out more details

Create Blog Post from Sales Call

Generates a long form blog post from a sales transcript
Try it
Try it
Try it
Find out more details

Cold LinkedIn Connection Note

Scrape a Linkedin profile and write a note asking to connect
Try it
Try it
Try it
Find out more details

Research public company

Research the priorities and goals of public company and...
Try it
Try it
Try it
Find out more details

Research Account from Domain

Map out important details about a new prospect or existing...
Try it
Try it
Try it
Find out more details

Prioritize Leads / Lead Scoring

Categorizes a lead based on provided information
Try it
Try it
Try it
Find out more details

Personalized Cold Outbound Email...

Generates a cold sales email given recipient and sender...
Try it
Try it
Try it
Find out more details

Find cross-sell leads at company

Search for cross-sell expansion leads at an existing customer
Try it
Try it
Try it
Find out more details

Extract Product Feedback from Sale...

Summarizes a sales transcript into a bulleted list
Try it
Try it
Try it
Find out more details

Extract MEDDIC from sales transcript

Extracts Metrics, Economic buyer, Decision criteria, Decisi...
Try it
Try it
Try it
Find out more details

Enrich personal from email address

Enriches a contact given an email adress
Try it
Try it
Try it
Find out more details

Enrich Person from LinkedIn Profile

Enriches a contact given a Linkedin profile URL
Try it
Try it
Try it
Find out more details

Enrich Company from Domain

Enriches a company based on a given domain
Try it
Try it
Try it
Find out more details

Create Blog Post from Sales Call

Generates a long form blog post from a sales transcript
Try it
Try it
Try it
Find out more details

Cold LinkedIn Connection Note

Scrape a Linkedin profile and write a note asking to connect
Try it
Try it
Try it
Find out more details
Explore the Platform
Explore the Platform
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

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.

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.
february 5th, 2024 | 11:00am pst

3

days

24

hours

60

seconds

Join Kyle Coleman, CMO at Copy.ai, and CEO Chris Orlob to learn how AI can drastically improve your sales process.