Purchase a Subscription
CopilotForce streamlines your Salesforce operations to make your workday more efficient, so you, as a Sales professional, can focus on building and nurturing profitable relationships.
Lite
Free
- Avalaible on:
![Untitled design - 2024-01-10T145402.107](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-10T145402.107-e1704878903384.png)
![Untitled design - 2024-01-10T145337.507](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-10T145337.507-e1704878926497.png)
![Untitled design - 2024-01-10T195457.053](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-10T195457.053-e1704896734580.png)
- Fetch any information from your Salesforce Sales Cloud by Chat, or Voice commands to Mark, real-time, anyWHERE, anyTIME
Chat
$ 40/Month
Annual plan billed upfront
$ 50/Month
- Avalaible on:
![Untitled design - 2024-01-10T145402.107](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-10T145402.107-e1704878903384.png)
![Untitled design - 2024-01-10T145337.507](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-10T145337.507-e1704878926497.png)
![Untitled design - 2024-01-10T195457.053](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-10T195457.053-e1704896734580.png)
- Operate your Salesforce Sales Cloud in real-time using chat commands to Mark, anytime, anywhere, at your convenience. This includes:
- Activity Management
- Lead Management
- Account & Opportunity Management
- Forecast Management
- Pipeline Management
- Reports & Dashboards
- Workflow and Process Automation
- Quoting and Contract Approvals
- Fetch Relevant Sales Data and Reports From Your Salesforce. E.g., "What is Susan's designation and phone number?"
- Take Notes
- Schedule Meetings
- Draft and Send Emails
- Log Calls
- Add Tasks
- Research Mode: Research the internet, powered by OpenAI
- Most Popular
Voice + Chat
$ 120/Month
Annual plan billed upfront
$ 150/Month
- Everything in ‘Chat’, through natural voice conversations with Mark. Plus:
- CopilotMeet -
- Have Mark Join MS Teams and Google Meet calls
- Get Live and Recorded Transcripts
- Summarize Conversations and Create Action Items
- Convert Actions Items to Trigger Salesforce Operations
Enterprise Customizations
- Everything in ‘Voice + Chat’, Plus:
- Trigger custom process automations and workflows using voice commands
- Salesforce
![Untitled design - 2024-01-08T110458.600](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T110458.600-e1704692246196.png)
![Untitled design - 2024-01-08T101743.386](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T101743.386-e1704691231100.png)
![Untitled design - 2024-01-08T101725.592](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T101725.592-e1704691270717.png)
![Untitled design - 2024-01-08T101703.276](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T101703.276-e1704691116759.png)
![Untitled design - 2024-01-08T101627.529](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T101627.529-e1704691065840.png)
![Untitled design - 2024-01-08T101604.902](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T101604.902-e1704691039864.png)
![Untitled design - 2024-01-08T101539.505](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T101539.505-e1704690991654.png)
- Microsoft
![Untitled design - 2024-01-08T110521.369](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T110521.369-e1704692296351.png)
![Untitled design - 2024-01-08T110541.908](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T110541.908-e1704692331413.png)
![Untitled design - 2024-01-08T110602.146](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T110602.146-e1704692363948.png)
![Untitled design - 2024-01-08T110622.045](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T110622.045-e1704692390379.png)
![Untitled design - 2024-01-08T110645.827](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T110645.827-e1704692422264.png)
- Cloud
![Untitled design - 2024-01-08T114515.666](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T114515.666-e1704694622758.png)
![Untitled design - 2024-01-08T110521.369](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T110521.369-e1704692296351.png)
![Untitled design - 2024-01-08T114554.591](https://copilotforce.com/wp-content/uploads/2024/01/Untitled-design-2024-01-08T114554.591-e1704694693149.png)