AI Copilot for Sales

Equip your sales team to increase sales performance using ZBrain’s AI Copilot. Our tool seamlessly generates executive summaries of deals, identifies issues, suggests the next best actions, and drafts agendas for the recommended actions, enhancing your CRM workflow for maximum efficiency.

Trusted By Leading Enterprises

Features of Our AI Copilot for Sales

Automatic Executive Summary Generation

Ensure your team is always working with the most current information. The tool automatically creates summaries of all deal activities in your CRM tool, keeping your team informed and organized.

  • It analyzes past activities, notes, emails, and deal history.

  • Generates detailed summaries for each deal, encompassing key events and a comprehensive overview.

  • Updates the summary in real time as new activities occur.

Optimize Workflows
Enhance Operational Efficiency

Identify Gaps and Issues

Prevent inefficiencies from stalling your deals. AI Copilot for sales analyzes your CRM data, identifying underlying reasons for potential issues or delays within your sales process.

  • Reviews deal details, meeting notes, and deliverables to identify potential gaps.

  • Provides specific insights into issues and parties involved in the sales process.

  • Facilitates proactive problem-solving to enhance sales performance and communication efficiency.

Next Best Action Suggestions

Get smart suggestions for your next best move. AI Copilot analyzes the latest activity and data within your CRM and suggests the most effective next steps to prioritize tasks and improve decision-making.

  • The tool analyzes the latest deal activity and data in your CRM to identify patterns and trends.

  • Based on thorough analysis, it suggests the next best action, whether it involves sending emails, drafting documents, or making phone calls.

  • Drafts the agenda or content for the suggested action items.

Optimize Workflows

Benefits of Our AI Copilot for Sales

Personalized Customer Engagement

Enhanced Sales Performance

Our AI Copilot streamlines your sales process, boosting sales with data-driven insights and automated workflows.

Personalized Customer Engagement

Heightened Efficiency

Saves time and resources with automated tasks, allowing your team to focus on high-value activities.

Personalized Customer Engagement

Improved Decision-making

Assists you in making informed decisions based on real-time analysis and insights, leading to highly successful deals.

Personalized Customer Engagement

Enhanced Visibility

Offers instant insights into each deal’s history and current status with automatically generated executive summaries.

CRMs Supported by ZBrain’s AI Copilot for Sales

Our Partners


AI Copilot for Sales

Optimize your sales process with the right plan.

Connect with us to learn about our pricing options and how ZBrain’s AI Copilot can transform your sales.

Industries We Serve

Financial Services




Real Estate


Retail and Consumer Goods


Unlock the potential of AI in sales!

Automate tasks, enhance visibility into your sales pipeline and stay ahead of the competition with ZBrain’s AI Copilot for Sales.