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— AI Agent · Sales

The copilot that helps reps close, not type.

An AI sales copilot that researches accounts, drafts outreach that sounds like your best rep, summarises every call, and coaches deals forward — all inside the CRM your team already uses. Less admin, more pipeline.

Book a live demo → See the architecture
8 hrsper rep saved each week · CRM-embedded · live in 2–4 weeks
+30%More qualified pipeline
8 hrsSaved per rep per week
100%CRM data captured
2–4 wksTo production
— What it does

Every rep, backed by a research team.

The copilot does the busywork that steals selling time — research, notes, follow-ups and CRM updates — and nudges the deal forward.

— 01

Account & contact research

Pulls together firmographics, news, tech stack and buying signals into a one-screen brief before every call.

  • Firmographic & news signals
  • Tech-stack detection
  • One-screen account brief
— 02

Personalised outreach

Drafts emails and sequences in your voice, grounded in real account context — not generic spam.

  • Email & sequence drafting
  • Your tone, your playbook
  • Context-grounded, not templated
— 03

Call summaries & next steps

Joins calls, writes the summary, extracts action items and updates the CRM automatically.

  • Auto call notes
  • Action-item extraction
  • Zero-typing CRM sync
— 04

Deal coaching

Flags risk — missing champion, stalled stage, no next step — and suggests the play to move it forward.

  • Risk & gap detection
  • MEDDIC / stage checks
  • Next-best-action nudges
— 05

Pipeline hygiene

Keeps the CRM clean automatically so forecasts are real, not wishful.

  • Auto field updates
  • Stale-deal alerts
  • Forecast-ready data
— 06

Knowledge on tap

Answers product, pricing and competitor questions instantly from your approved content.

  • RAG over your content
  • Battlecards & pricing
  • Cited, approved answers
— How it works

The architecture, end to end.

Signals flow in from your CRM, email and calls, the copilot enriches and reasons over them, takes actions like drafting and logging, and surfaces coaching — all inside the CRM.

Embedded in Salesforce or HubSpot · your data stays in your CRM · SOC 2 & GDPR-ready

— Connects to

Plugs into the stack you already run.

Lives where your reps already work and acts through your revenue stack.

Salesforce
HubSpot
Pipedrive
Outreach
Salesloft
Gmail
Outlook
Gong
Zoom
Slack
LinkedIn
GPT-4o
Claude
Clearbit
Your VPC
— Deployment

From CRM connect to selling in weeks.

A fixed-scope rollout with a pilot on one team before you roll it to the whole floor.

01

Discovery — Week 0

We map your sales motion, CRM, playbook and the metrics that matter, and agree success criteria.

02

Connect — Weeks 1–2

We embed in your CRM and email, ingest your content and battlecards, and pilot with one team.

03

Tune — Weeks 2–3

Tone, sequences, coaching rules and approvals tuned to your playbook and brand voice.

04

Roll out — Week 4+

Team-by-team rollout with adoption analytics. Optional retainer for new plays and content.

— Enterprise-grade

Adoption you can measure, data you can trust.

Sales tools fail on adoption and dirty data. This is built to win both.

— 01 · Your data, your CRM

Nothing leaves your revenue stack.

The copilot works inside Salesforce or HubSpot; your pipeline data never trains third-party models. Deploy in your VPC, sign NDAs, and own the deployment and prompts.

— 02 · Grounded & on-brand

It sounds like your best rep — because it's trained on your playbook.

Outreach and answers are grounded in your approved content with your tone and guardrails, so reps trust it and managers stay compliant. Every claim is cited to approved material.

— Frequently asked

The questions sales leaders ask first.

Something missing? Email Prakash directly — same-day replies, no SDR layer.

Where does the copilot live?
Inside the CRM your reps already use — Salesforce or HubSpot — plus their email and call tools. There's no new app to adopt; the copilot appears in the workflow reps already have.
Will the emails sound generic?
No. Every draft is grounded in real account research and written in your team's tone and playbook, not a generic template. Reps review and send with one click, so it always sounds human.
Does it keep our CRM clean?
Yes — it auto-logs calls, updates fields and flags stale deals, so your pipeline data and forecast are based on reality rather than what reps remembered to type.
Is our pipeline data secure?
Yes. The copilot operates within your CRM and cloud; your deal data never trains third-party models. We deploy in your VPC, sign NDAs, and support SOC 2 and GDPR.
How much time does it actually save?
Teams typically recover around 8 hours per rep per week from research, note-taking and CRM admin — time that goes back into selling.
How long to deploy and how is it priced?
A pilot on one team ships in 2–3 weeks, full rollout in 2–4 weeks. Pricing is a fixed setup fee plus a per-seat monthly platform fee. Book a demo for a scoped quote.
— See it brief a real deal

Book a demo. Watch it work one of your accounts.

A 30-minute session with Prakash or a senior AI engineer — never an SDR. Bring one live account and we'll show the copilot researching, drafting and coaching it in your CRM.

Book a live demo →
— Founder will reply personallyPrakash Singh · Matrytech