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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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

#2
Lead scoring

#3
AI sales manager

#4
Automated meeting insights

#5
Automated opportunity analysis

#6
Automated CRM hygiene

SDR WORKFLOWS

#1
Personalized cold outreach

#2
Automated dead opp sequences

#3
Company research/enrichment

#4
Automated use case ideation

#5
Lead enrichment

#6
Automatically summarize company news

AE WORKFLOWS

#1
Transcript-to-follow up email

#2
Marketing content repurposing

#3
Battle card recommendation

#4
Automated use case prioritization

#5
AI sales manager (CRM hygiene)

#6
Lost opp automated follow-ups

SALES ENABLEMENT WORKFLOWS

#1
Content from call scripts

#2
Automated battle card recommendation

#3
Automated meeting insights

#4
Marketing content repurposing

2000+
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

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Company insights and enrichment

Research a company's industry, news, size, and offerings and generate industry terms

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Competitor analysis from G2

Competitor Analysis: Uncover Their Value, Customer Sentiment and Winning Strategy

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Lead/Contact enrichment from LinkedIn profile

Summarizes a person's LinkedIn profile and recommends use cases

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LinkedIn posts generation

Generate LinkedIn posts from a brief using various formulas

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Personalized webinar promotion

Generates a series of webinar promotion emails based on a webinar brief

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Personalized webinar promotion

Generates a series of webinar promotion emails based on a webinar brief

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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

Personalized Campaigns with AI-Powered Lead Scoring

Learn how to personalize all your sales and marketing campaigns with a single automated workflow!

How I Use AI to Enrich Leads from Just an Email Address

Learn how to take an email address and research everything you need to know about your leads.

See the AI Sales OS in action

Learn how Copy.ai's Marketing OS can effortlessly streamline your tasks, eliminate the constant back-and-forth, and execute your marketing strategies at scale.

Try for free