A short promotional talk by Mike Andes (founder & CEO of Copilot CRM) describing how Copilot CRM integrates AI (ChatGPT/OpenAI) into its email builder and CRM to automate writing sales scripts, invoices, estimates, and delicate customer communications. He emphasizes convenience (no external tools/subscriptions), design features (gifs, buttons, videos), and business benefits: increased sales, reduced customer friction, and operational efficiency.
Chapters
Hey, it's Mike andes, founder and CEO of Copilot CRM. And today I'm talking about AI. AI is a buzzword, you know. And when ChatGPT came out not too long ago, it became what everyone was talking about. But before that, we were already working on making sure that we could use AI to give predictive analysis inside your business and tell you what you need to be doing in terms of raising prices, which services are most profitable, et cetera. But one thing that was really cool is when ChatGPT came out, we were the very first home service CRM, to integrate with ChatGPT and OpenAI to ensure that when you're writing an email inside of Copilot, you can just. With one prompt, it can write you an entire sales script. With one email, it can write you a formatted email for an invoice or an estimate or any other thing inside your business. If you're trying to tell a customer that they were wrong and that they their payment was incorrect, it can do that for you. And there's just a one quick prompt. It's all in one page. You don't have to go to ChatGPT, you don't have to go to another software, and you don't have to pay for some other subscription. Inside your email builder, you'll be able to use AI to be able to write your emails and make sure that you handle sensitive information. When a customer's really mad, you want to make sure you say it in a delicate way. You don't make sure you don't lose them as a customer. And this is what the power of AI allows us to do, is tap into someone else that can type that entire email that you would have taken 30 minutes trying to get just right and redoing it three times and getting the punctuation, making sure it wasn't too mean. In just a split second, you can tell AI to write a very nice email telling the customer they have the wrong payment information and you need them to rewrite the check. This is something that we Otherwise you would have spent 15 minutes trying to craft just exactly right, and now it's all included inside of your email builder, in addition to a whole host of things you can use inside the email builder in terms of gifs and stickers and buttons and columns, and it's endless videos and pictures you can add to emails, making sure that they are just beautifully designed, completely customizable, and allows you to tap into AI to make them extremely efficient and sell more jobs, because that's ultimately what emails to be for sell more jobs and reduce all the customer friction and people getting mad at you because you accidentally put an exclamation mark instead of a comma. This is not should not be done. Use AI and the tools inside of Copilot to make sure your business is ran efficiently.