Sales copilots companies, products & suppliers
AI inside the seller's workflow (CRM, inbox, call) that drafts and recommends, not an outbound SDR agent. Jobs: pre-call briefs in crm; email drafts from the record; next-step suggestions.
What are Sales copilots?
AI inside the seller's workflow (CRM, inbox, call) that drafts and recommends, not an outbound SDR agent. Jobs: pre-call briefs in crm; email drafts from the record; next-step suggestions.
What problems does it solve?
Sellers still copy-paste from CRM into a chatbot before every call.
Typical business use cases
- Pre-call briefs in CRM
- Email drafts from the record
- Next-step suggestions
Important capabilities
- CRM context
- Draft vs send
- Activity logging
What buyers should evaluate
- Whether it can send
- CRM write rights
- Training on pipeline
Risks and governance considerations
A copilot that emails a prospect as the seller without a confirm step.
Procurement checklist
- Send permission
- CRM ACL
- Logging
Relevant AI Trustmark assurance
AI Trustmark independent findings appear only when an assessment or certificate exists. Category membership does not imply verification.
Companies and providers
Claimed suppliers appear first so buyers can start with listings the company has taken ownership of. Payment does not buy this order.
Airspeed is the AI-native platform that turns every customer conversation into automated CRM updates, proactive deal intelligence, and coaching, so your reps sell, not type. Airspe
Attention records your sales touchpoints across meetings, emails, calls, CRMs and more. Our AI agents that learn from that data and automates busywork: follow-ups, next steps, CRM
Hyperbound is a Revenue Activation Platform that turns conversational intelligence into action with AI sales roleplays and coaching to improve rep performance. Hyperbound is used f
lemlist markets an AI outbound platform where agents research, personalise, and engage prospects across channels using context and intent signals. lemlist is used for Sales copilot
Microsoft Corporation sells Windows, Azure, Microsoft 365 and Copilot AI products. Public pages cover cloud, productivity and developer APIs used by enterprises and consumers. Micr
Momentum turns customer interactions into structured GTM data—fueling real-time execution, CRM automation, and insights that drive predictable revenue. Momentum is used for Sales c
Outreach provides sales engagement software with AI for sequencing, coaching, and revenue workflows. Public marketing also emphasises sales engagement leader + AI assist. It is pre
Salesforce sells CRM cloud software with Einstein and Agentforce AI features. Public pages cover sales, service and marketing clouds used by enterprises. Salesforce publishes Agent
Salesken publishes Salesken as a named AI product. Salesken is used for Sales copilots work. Salesken publishes product information at salesken.ai. Salesken is grouped with Sales c
Salesloft provides revenue orchestration and AI assistants for sales engagement and coaching. Public marketing also emphasises revenue orchestration + AI. Salesloft publishes Sales
Remove admin work, execute flawlessly, and win more deals. Scratchpad automates Salesforce updates and keeps CRM clean. Scratchpad publishes Clearskies as named AI products. Scratc
Build predictable performance with an AI-powered sales enablement platform designed for the complex reality of field sales. Showpad publishes Showpad Genie as named AI products. Sh
Sybill is your all-knowing AI sales assistant who can answer deal questions, create sales assets, and automate grunt work like meeting prep, email follow-ups, and CRM updates. Sybi
ZoomInfo is the #1 GTM Platform: Marketing and sales AI plus the best B2B data. All-in-one lead generation, prospecting, market intelligence , and ABM software. ZoomInfo publishes
Products
Claimed products appear first. Ranking packs and payment do not change this list.
- Airspeed· Airspeed
- Attention· Attention
- lemlist· lemlist
- Microsoft 365 Copilot for Sales· Microsoft
- Momentum· Momentum
- Outreach AI· Outreach
- Outreach Kaia· Outreach
- Salesken· Salesken
- Salesloft AI· Salesloft
- Scratchpad· Scratchpad
- Showpad Genie· Showpad
- Sybill· Sybill
- ZoomInfo Copilot· ZoomInfo
Also used in this category
These products have a different primary category so they do not compete for the same ranking queries. They are listed here because buyers still encounter them in this job.
- Agentforce SDR· Salesforce
- Hyperbound· Hyperbound
- Salesforce Einstein· Salesforce
Related categories
Relevant procurement and assurance guides
Frequently asked questions
What is Sales copilots?
AI inside the seller's workflow (CRM, inbox, call) that drafts and recommends, not an outbound SDR agent. Jobs: pre-call briefs in crm; email drafts from the record; next-step suggestions.
What should not be listed as Sales copilots?
Products whose buyer job is AI SDRs that run outreach, revenue intelligence platforms, or proposal generators. Those belong on their own category page so search queries are not split.
Has AI Trustmark independently assessed every Sales copilots supplier?
No. A category listing is descriptive. Independent assessment is shown only on company or product pages that carry Trustmark evidence.
What are Sales copilots?
AI inside the seller's workflow (CRM, inbox, call) that drafts and recommends, not an outbound SDR agent. Jobs: pre-call briefs in crm; email drafts from the record; next-step suggestions.
What model or provider changes should a buyer insist on being told about?
Material change usually includes a new model family, new region, new subprocessor, new write-capable tool, or a change that affects logging, privacy or human oversight. Those changes should trigger evidence refresh rather than a silent release.
How should buyers verify where AI customer data is processed?
Ask for the named processing locations, cloud regions and any subprocessors that see prompts, files or outputs. A directory listing is not evidence of residency. Independent assessment records the locations that were in scope on the assessment date.
Does a TrustMark on one product cover the rest of the company?
No. Independent assessment is scoped to the named organisation and, where relevant, the named product. Category pages list suppliers as a topic label. They do not imply that every listed company has been assessed.
What incident-handling evidence is useful for AI suppliers?
Buyers should see how AI-specific failures are detected, contained and notified — including unsafe outputs, data leakage and unauthorised agent actions. An incident policy that never mentions models, prompts or tools is incomplete for this class of product.