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Mike Andes (video: May 3, 2023) recommends which businesses should join Copilot CRM. He advises small-to-midsize businesses — especially those currently under about $1–1.5M in annual revenue or planning to exceed $200k within two years — to join now to avoid costly CRM migrations later. He suggests larger businesses (around or above $1–1.5M) may wait until end of 2023 for more enterprise features. Andes emphasizes Copilot’s rapid innovation since its spring 2023 launch and frames joining as a bet on future product development and long-term fit.

Questions this video answers

May 3, 2023

Under about $1–1.5 million in annual revenue

Above $200,000 in annual revenue (or planning to exceed $200k within two years)

Until the end of 2023 (for more enterprise-level features)

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