The modules the consultancy runs on

Copilot CRM

Service

Boards per area, queues and teams, deadline rules with business hours, service flows, appointments and temperature.

WhatsApp

Channels

Meta's official API inside the CRM: shared inbox, conversations on the client's card, queues, quick replies and approved templates.

ZapSign

Documents

Digital signatures: send the contract from the client's card and follow who has signed.

Stripe

Payments

International card payments and subscriptions.

InfinitePay

Payments

Payment links and card charges, reconciled with the client's card.

Asaas

Payments

Charges by Pix, boleto and card, with the payment status on the client's card.

Slack

Channels

Notifications and alerts in your team's channels.

Google Gmail

Email

Google mailbox and calendar in sync with the clients' cards.

Microsoft 365

Email

Outlook mailbox and calendar in sync with the clients' cards.

Anthropic

AI

Use Claude models as the AI provider of your workspace.

ChatGPT

AI

Use OpenAI models as the AI provider of your workspace.

Copilot AI

AI

The assistant inside the CRM: answers about your own data, summarizes the client's card and drafts replies.

AI Transcript & Summary

AI

Transcribes calls and meetings and writes the summary on the client's card.

Call Recorder

Calls

Records calls and keeps the audio on the client's card.

Video Recorder

Calls

Records video meetings and keeps them on the client's card.

Copilot Checkout

Payments

A checkout page for your services, with the sale landing on the right board.

Copilot Banking

Payments

Bank statements and reconciliation next to the finance board.

PDF Creator

Documents

Generates contracts, proposals and receipts as PDF from the card's data.

Copilot API Intake

Integrations

Takes data from any API and maps the fields into your CRM.

SMTP

Email

Send email through your own mail server.