← All apps
Copilot CRM
Automate workflows, scheduling, and payments seamlessly
About
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
Categories
CRMPaymentsProductivity
Departments
Revenue GenerationOperationsAI & Automation