Audience: Sellers and Admins
Sales Copilot is designed to deliver value from day one, whether or not your CRM is connected. Start CRM-less, then add integrations when you're ready for end-to-end execution.
Starting without a CRM
No CRM connection is required to get started. Upload a CSV list and begin prospecting immediately. Reps can research accounts, review scores, and run plays from day one, which keeps time to value low: no integration project stands between your team and their first prospecting motion.
Supported CRMs
Sales Copilot fully supports both Salesforce and HubSpot as CRMs, including territory mappings for each. Your Admin connects the CRM from the Integrations screen; see Connecting Integrations.
CRM integrations and workflows
When you're ready, connect your CRM to unlock end-to-end execution:
Contacts written to your CRM
Mapping CRM Events and activities
Sequence enrollment