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About Copilot CRM
Automate workflows, scheduling, and payments seamlessly
Automates customer workflows including scheduling, routing, invoicing, and payment processing to streamline business operations.
Use cases in GFunnel
- Auto-route customer inquiries to teams
- Schedule appointments with auto-confirmations
- Process invoices and payments automatically
Automation ideas
- Trigger invoices on booking completion
- Auto-assign leads based on agent availability
- Send payment reminders on invoice due dates
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Categories
CRMPaymentsProductivity
Departments
Revenue GenerationOperationsAI & Automation