AI Email Writing
Draft personalized, contextual emails in seconds.
AI-Powered CRM
AI-Powered Lead Management CRM
Manage Leads Smarter. Communicate Faster. Close More Deals.
Transform the way your sales team manages leads with an intelligent CRM built to automate communication, simplify follow-ups, centralize customer interactions, and accelerate sales productivity.
Less Manual Work Smarter Follow-Ups Better Sales Productivity
Sample data
Welcome back, Ananya
Here's what needs your attention today.
Pipeline value
₹48.6L
this month
New leads
128
this week
Follow-ups
24
due today
Conversion rate
18.4%
last 30 days
Recent leads
View all
Lead
Status
Score
RMRahul MehtaNorthwind Retail
Hot
92
PSPriya SharmaLumen Health
Proposal
84
DODaniel OrtizCrestline Logistics
Contacted
71
AKAisha KhanBrightPath Edu
New
58
AI suggestion
Rahul opened your proposal twice. A follow-up today is recommended.
Draft follow-upPriya Sharma · 2m
Can we schedule a call on Friday?
Follow-up reminder
Daniel Ortiz · Today, 4:30 PM
Recent activity
- Email opened · Rahul M.
- Call analysed · 12 min
- Meeting summary · Lumen
AI Follow-Up ReadyDrafted for Rahul Mehta
Lead Score 92%High buying intent
Meeting TranscribedSummary & action items
Proposal GeneratedLumen Health · ready to send
The platform
More Than a CRM. A Smarter Sales Management Platform.
Our CRM is designed to help sales teams manage the complete lead lifecycle, from the first interaction to ongoing follow-ups and deal closure.
By combining lead management, AI-powered communication, automation, call intelligence, meeting records, and proposal generation, it helps bring important sales activities together in one place.
- Lead management
- AI communication
- Automation
- Call intelligence
- Meeting records
- Proposal generation
Lead lifecycle
Live-
New
Lead
First interaction captured
-
AI
Communication
AI-assisted email & WhatsApp
-
Scheduled
Follow-Up
Automated reminders & messages
-
Recorded
Meeting
Recorded, transcribed, summarized
-
AI
Proposal
AI-generated, ready to send
-
Won
Deal
Closed and recorded
New message
Subject:
Following up on your requirements
AI-generated draft
Hi Rahul, Thank you for sharing your requirements for your 25-member sales team. Based on our previous conversation, here's a short overview of how COPS 360 can centralize your leads, automate follow-ups and keep email and WhatsApp history in one place. Would Thursday at 11:00 AM work for a quick walkthrough? Best regards, Ananya
Variables:
{{first_name}}
{{company}}
{{requirement}}
AI context
From 3 previous emails
- Team of 25 sales users
- Wants follow-ups automated
- Prefers a walkthrough this week
Tone: ProfessionalFriendly
AI Email
AI-Powered Email Communication
Write Less. Communicate Better. Save Up to 80% of Your Email Writing Time.
Simplify your email communication with intelligent AI capabilities that help your sales team respond faster without compromising personalization.
AI Replies Based on Previous Emails
Generate contextual replies that build on the earlier conversation with each lead.
Custom AI Replies with Variables
Personalize AI replies with variables such as the lead's name, company and requirement.
Template-Based Replies
Respond to common questions instantly using ready-made templates.
Consistent Communication
Keep messaging clear and consistent across your entire sales team.
Up to 80%
less time spent writing emails
WhatsApp
WhatsApp Integration & Automated Follow-Ups
Every Conversation Matters. Keep Your Lead Communication Organized and Accessible.
PS
Saved to CRM
Priya Sharma
WhatsApp · from COPS 360
Today
Hi, we reviewed the demo. Can you share pricing for 40 users?10:12 AM
Hi Priya! Thanks for reviewing it. I'll share the pricing along with the details we discussed.10:14 AM
Great. Also, can we schedule a call on Friday?10:20 AM
AI suggested reply
Sure, Priya — does Friday at 11:00 AM work? I'll send the invite and pricing before the call.
EditUse reply
Follow-up scheduled · Fri, 10:30 AM
Type a message…
WhatsApp from Your CRM
Chat with leads without leaving COPS 360.
Complete Communication History
Every conversation stays on the lead's record.
AI-Powered WhatsApp Replies
Suggested replies based on the conversation.
Custom AI Replies with Variables
Personalize replies with lead details automatically.
Template-Based Messaging
Send consistent messages in a single click.
Automated WhatsApp Follow-Ups
Schedule follow-ups so leads don't go cold.
Business Continuity
Conversations stay with the business, even when team members change.
Your customer relationships should never depend on a single employee's chat history.
Scattered
Sales Executive
Personal Phone
Customer
With COPS 360
Sales Executive
CRM
Customer
Call Intelligence
Turn Sales Conversations into Actionable Insights.
Call recordings and AI call analysis keep every conversation on record — with summaries, customer requirements, objections, buying signals and next steps ready before your next follow-up.
Call with Neha Kapoor
Crestline Logistics · Outbound · 12:48
04:12
12:48
1x
Arjun · Sales Rep
Neha · Customer
03:51Arjun: What's the biggest challenge with your current follow-up process?
04:05Neha: Leads slip through because updates live in different phones and inboxes.
AI call summary
Neha's team struggles with scattered lead updates and missed follow-ups. She's evaluating a centralized CRM and asked for a pricing proposal before month-end.
Interest Level
High
Buying Intent
87%
Follow-Up Required
Yes
Sales sentimentPositive
Customer requirements
- • Centralized lead history
- • Automated follow-ups
Objections
- • Concerned about onboarding time
Buying signals
- • Asked for pricing
- • Decision before month-end
Next steps
- • Send proposal
- • Book follow-up call
Centralized Call Records
Every recorded call stored against the right lead.
AI Call Analysis
Summaries, requirements, objections and next steps.
Conversation Insights
Spot buying signals and sentiment quickly.
Better Follow-Up Preparation
Know exactly what was discussed before you call back.
Improved Sales Visibility
Managers see what's happening across conversations.
Meeting Intelligence
Every Meeting. Every Detail. One Place.
Meeting recordings, transcriptions, AI summaries and action items — kept together with the lead they belong to.
Requirements Review — Lumen Health
Tue, 13 Oct · 3:00 PM42 min
AN
PS
VK
RJ
REC
ANAnanya · Speaking
PSPriya
VKVikram
RJRohan
Requirements
Pricing
Next steps
AI summary
Lumen Health wants one place for lead communication and automated follow-ups. Pricing reviewed for 40 users; proposal requested by Friday.
Action items
- Share pricing — Ananya
- Send proposal by Friday
- Schedule follow-up call
Transcript
English
Hindi
Spanish
French
AN
Ananya · 02:14
Could you walk us through your current requirements for the sales team?
PS
Priya · 02:31
We need every WhatsApp and email conversation in one place, and automatic follow-ups for new leads.
VK
Vikram · 18:47
If the pricing for 40 users works, we'd like to decide this month.
AN
Ananya · 39:02
Great — I'll send the proposal by Friday and book a follow-up.
AI Transcription Complete
AI Proposals
Create Professional Proposals Faster and Move Deals Forward.
Up to 75%
Save up to 75% of proposal preparation time.
AI Proposal Builder
DraftCustomer
Priya Sharma
Company
Lumen Health
Requirements
Centralized lead communication, WhatsApp & email history, automated follow-ups for a 40-member team.
Products
CRM licences × 40
Implementation
Team training
Pricing
Annual plan · per user
Instructions
Keep it concise. Highlight automated follow-ups and business continuity.
Proposal
Sales CRM Implementation
Prepared for Priya Sharma, Lumen Health
Executive summary
Lumen Health is looking to bring lead communication into one place and reduce missed follow-ups. This proposal outlines a CRM setup that centralizes conversations and automates routine follow-ups for the sales team.
Recommended solution
- Lead management
- Email & WhatsApp in CRM
- Automated follow-ups
- Call & meeting records
| Item | Amount |
|---|---|
| CRM licences × 40 (annual) | ₹ — |
| Implementation & setup | ₹ — |
| Team training | ₹ — |
| Total | ₹ — |
Valid for 30 days
Accept & schedule kick-off
Proposal generated in seconds
- AI-Generated Proposals
- Custom AI Proposals
- Product-Based Proposals
- Reusable Proposal Structures
- Faster Proposal Preparation
Campaign Automation
Stay Connected with Your Leads Throughout the Year.
Plan email campaigns in advance with the email scheduler, and keep every lead engaged without manual sending.
Scheduled Email Campaigns
Plan emails ahead and send at the right time.
Year-Round Promotions
Run seasonal and festival campaigns all year.
Consistent Lead Nurturing
Stay in touch between sales conversations.
Reduced Manual Work
Let the scheduler handle the sending.
Organized Campaign Planning
See every campaign on one timeline.
Campaign planner · 2026
Scheduled
Sending
Completed
Schedule email
Campaign
Festival Promotion
Send on
24 Oct 2026
Time
10:00 AM
October 2026
MoTuWeThFrSaSu
Cancel
Schedule
Campaign status
- Sending
Festival Promotion
- Scheduled
Customer Follow-Up
Next send · 1 Nov
- Completed
Summer Offer
Finished · Jun
Illustrative campaign data
Sales Workflow
From First Interaction to Closed Deal
-
01
New Lead
Capture and organize every new enquiry.
-
02
AI Qualification
Use AI lead insights to prioritize.
-
03
Email / WhatsApp
Respond faster with AI-assisted replies.
-
04
Follow-Up
Automate routine follow-ups.
-
05
Meeting
Record, transcribe and summarize.
-
06
Proposal
Generate professional proposals faster.
-
07
Deal Closed
Every interaction on record, start to finish.
AI Capabilities
AI That Works Across Your Sales Workflow
AI WhatsApp Replies
Suggested replies based on the conversation.
AI Call Analysis
Summaries, objections, buying signals and next steps.
AI Meeting Transcription
Searchable transcripts, in multiple languages.
AI Meeting Summary
Key points and action items, captured for you.
AI Proposal Generation
Turn requirements and products into a professional proposal.
AI Follow-Ups
Automated, AI-assisted follow-ups so no lead is forgotten.
AI Lead Insights
Understand interest and priority at a glance.
Benefits
Built to Make Your Sales Team More Productive
Less time on admin, more time with customers — with every interaction kept in one place.
Less Manual Work
Reduce repetitive administrative tasks.
Faster Communication
Respond to leads faster with AI-assisted communication.
Better Follow-Ups
Automate routine follow-ups and reduce missed opportunities.
Centralized Information
Keep important lead interactions in one place.
Better Team Visibility
Give managers visibility into sales activities.
More Time to Sell
Let sales representatives focus on customers instead of manual work.
One Connected Hub
Every Interaction, Connected
Email, WhatsApp, calls, meetings, proposals, tasks, campaigns and leads — all connected through COPS 360.
COPS 360
CRM
Leads
Email
WhatsApp
Calls
Meetings
Proposals
Tasks
Campaigns
Make Every Lead Interaction More Productive
Give your sales team the tools to work smarter, respond faster, and manage customer relationships more effectively.
Less Manual Work. Smarter Follow-Ups. Better Sales Productivity.