Soar
together

I’ve worked with Copilot everyday for over two years and have always had a positive experience. I would recommend Copilot because of the team’s expertise on all things Salesforce coupled with their deep business context and knowledge. Specifically for the PE/VC space, they have years of experience allowing them to fully understand issues and propose relevant solutions. 

The Copilot team is highly knowledgeable, responsive, and very skilled at learning your process and configuring Salesforce to work effectively. They also have a depth of knowledge in banking to bring new ideas and best practices to maximize spend on CRM.

Prior to Copilot, operations were siloed, internal communication had gaps and data was disparate. Copilot modernized CRM and deal management. Our relationship and deal workflows are now centralized, optimized and no longer a headache. Our digital marketing effort is streamlined and quantifiable. Copilot has been a trusted copilot in our digital transformation journey for over 3 years.

Our team needed the scalability and robust ecosystem of Salesforce without the clunky UX that often comes with. The Copilot team helped us realize the best of all worlds. We’re now able to collaborate, manage pipeline, track activity, and source more quickly. I consistently recommend Copilot to peers and folks in other industries, as they’re very pragmatic and business/solution oriented.

Copilot can help you navigate the complex architecture of Salesforce with ease and expertise. Working with them was a pleasure from beginning to end. They are very knowledge about real estate, data, and scaling tech start-ups and helped us go from early stage to a successful 9 figure exit. Highly collaborative, and willing to go the extra mile.