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:
- 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:
- 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
- Microsoft
- Cloud
