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Zero-Click CRM Concept: This is the core vision where the platform acts as a contact center, eliminating the need for application forms, storing all conversations and transcripts in one place, and automating data extraction and input utilizing AI
Automated Status Updates: Copilot pushes agents to update the CRM pipeline statuses (e.g., from new lead to viewing or contacted) through simple interactions
Task/Reminder Management: Copilot can set calendar events and send agents a daily plan/reminders to ensure they follow up on leads