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crmCopilot

Give Salesforce the AI upgrade it deserves

Y CombinatorWinter 2024InactiveB2BSalesSalesSales EnablementAutomationAI

What they do

Problem

Salesforce users waste time on manual CRM data entry and risk missed follow-ups, duplicates, and unreliable pipeline reporting.

Solution

crmCopilot is an AI assistant that automates Salesforce updates and surfaces proactive insights with one-click approval.

Who it's for

Front-office teams such as sales and customer success teams using Salesforce, especially across multiple accounts and conversations.

Founders

Grant Margerum
Founder

- Studied CS - Worked at Salesforce as a dev for two years then as an SE (pre-sales engineer) for two years - Joined Northbeam as the 1st employee and Head of Sales; grew the business from $200k -> $10m in 15 months

Garrett Graves
Founder

Dropped out of college to build Real Time Video at Mux and Twitch. Avid open-source contributor (https://github.com/GRVYDEV). Built AI Agents before they were cool at Quantic. Currently leading the Agent Environments team at Perplexity

Company timeline

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