Powered By Microsoft CoPilots
The AI Sales Companion you’ll wish was
in every deal conversation
Capture every interaction, updates your CRM seamlessly, and delivers AI-powered playbooks, agents, real-time meeting coaches, and actionable insights—so your team can sell smarter, close faster, and grow revenue with confidence.
Did you know only 1% of your customer data ends up in your CRM system?
We’re here to fix this problem and make the tech you already own work for you.
Take all the friction out of getting data from conversations, emails and meetings into your CRM.
Equip Your Teams for Revenue Growth
Boost your sales workflow with built-In AI automation and real-time insight.
The World’s only Playbook – based Revenue Intelligence Solution – Built on Microsoft Copilot
Key Impacts of Dialogue Copilot Embedded in Your Systems
- AI-Powered Insights at Your Fingertips: Access crucial insights directly within your existing systems, enhancing decision-making and productivity. Proactively identify trends and take action with AI-driven predictions for your deals.
- Scale sales coaching with Intelligent call scoring: Focus your sales efforts where it matters most by identifying the most promising leads. Receive AI-powered conversation analysis to provide tailored tips for more effective client engagement.
- Contextual Meeting Summaries: Automatically generated summaries highlight important points and follow-up actions after each call.
- Playbook-Powered Meetings: Utilize best practices to analyze customer interactions and receive strategic guidance for refining negotiations.
- Enhanced Call Intelligence: Improve communication strategies through detailed conversation analysis, leading to better results.
Improve Productivity
Stop doing CRM and kick your productivity into high gear. Dialogue Copilot automatically captures, analyzes and updates every sales interaction into your CRM. This cuts down on busy work and frees up on average 5-7 hours per week per sales person, so your team can focus on what matters most.
Synergize Your Team
You’ll get your team in sync in no time with Dialogue Copilot. Get ready for cross-team collaboration and aligned strategies. Easily share insights and data across sales, marketing, and customer support teams, for a cohesive strategy that will guide your team to success.
Elevate Your Sales
Sharpen your sales strategies and mentor your people with Dialogue Copilot. Intelligent playbooks and real-time analytics guide your team to emulate your most successful sales tactics. With AI as a sales partner, you’ll greatly enhance lead conversion rates and overall customer satisfaction.
Deal Ready
Get a high-level view of all of your deals in one central place. With our RevOps Deals Dashboard, you have an AI powered view showing everything about each of your deals including all meetings, summaries, pain points, next steps, and action plans, with a visual engagement timeline for all calls and emails. Natively integrated with your Microsoft 365 and CRM.
The Future of CRM is Here
Step into the future with Dialogue Copilot, where every call, email, and meeting drives your sales forward. This video will show you how AI accelerates your sales cycle and nurtures customer relationships like never before.
Key Impacts
Dialogue Copilot is an advanced extension that integrates AI with CRM systems to revolutionize the sales and customer relationship management space. Learn more about some of our key features here.
Stop “Doing” CRM
Imagine a world where bad data is a thing of the past; where client information is automatically captured directly into your CRM system after every interaction; and where you’re finally getting true value out of your investment. This streamlined CRM experience increases user adoption rates by demonstrating immediate benefits to your representatives. Dialogue Copilot gives your people back 5-7 hours per week, so your team can spend more time doing their most value-added activities.
Intelligent Playbooks
Are you ready to meet the only conversation intelligence engine in the world with contextual playbooks that work with the tech you already have? With our intelligent playbooks you can ensure best practices are followed during every customer engagement. Using AI to guide sales interactions, your team will get real-time feedback on what worked, what didn’t, and how to improve after every, single client interaction. It’s like having a built-in mentor in your CRM. The precision of our conversation analysis guides revenue leaders to take actionable next steps, unlocking the full potential of your CRM data.
Dashboard
Your home base for a unified user experience, centralizing everything sellers need to keep the sales cycle moving and close deals faster.
Call Summaries
Informed by AI analysis, Dialogue Copilot generates detailed summaries from calls, identifying customer pain points, next steps, and follow-ups tasks.
RevOps Deal Indicators
Revenue Leaders gain clear real-time analytics on sales performance, including accurate pipeline and forecast predictions.
10X
-
Analyze your team’s performance.
-
Build a stronger relationship with your customers.
-
Manage your business with the tools and platforms you already have and unlock them with AI.
Built with Microsoft Copilot
Leveraging your investments, we bring your details into your Microsoft CoPilot for Sales. You no longer have fragmented customer information across platforms. Everything is available right where your team is already working, improving user adoption rates and creating workload efficiencies.
Our competitors want you to use their sites, where they have to store your data and leave you blind to manage your pipeline. Whether Salesforce or Dynamics 365 CRM, our extention does the work for you. Your data stays your data.
★★★★★
“Seamless handoffs between departments have greatly impacted our customer experience”
★★★★★
“Sales now has time back. Real interactions just appear, and our pipeline allows us to see our business like never before.”
★★★★★
“Dialogue CoPilot has been a game changer for our business. Our customer relationships are stronger than ever, which means more revenue.”
★★★★★
“With Dialogue CoPilot’s integration with my CRM, my team has stopped doing CRM and is now focused on our clients.”
