Ask your CRM. Update your pipeline. Draft the next move.
The Inleads copilot is AI built into your CRM. It answers questions in plain English, writes follow-ups from real deal context, and keeps your pipeline moving — inside Inleads, or inside the AI tools you already use.
Four jobs, done in seconds.
No query builders, no report wizards, no blank pages. Ask, and the copilot works with the leads and deals already in your workspace.
Natural-language search
Ask for leads, deals, or contacts the way you'd ask a colleague. The copilot turns your question into a filtered view — by stage, value, source, owner, or last activity.
Email & proposal drafting
Drafts follow-ups and proposals from the actual deal: past conversations, stage, and value. You review, edit, and send — the copilot never emails anyone on its own.
Pipeline summaries
Get a plain-English readout of any pipeline, stage, or quarter: what moved, what stalled, and what needs attention before your next stand-up.
Task creation
Turn an answer into action: create follow-up tasks for a whole segment in one prompt, each linked to its lead with an owner and a due date.
Type it the way you'd say it.
These are the kinds of prompts sales teams run every day. Each one returns live data from your workspace — or drafts you can edit before anything is sent.
Answers about sources and retention draw on the same data as your pirate funnel and sales analytics — one workspace, no exports.
Works inside the AI tools you already use.
Inleads ships a Model Context Protocol (MCP) server, so your CRM becomes a set of tools any compatible AI assistant can use — with your permission, under your account.
- Connect Claude, ChatGPT, Cursor, or Windsurf to your Inleads workspace in minutes.
- Search leads, summarise pipelines, and create tasks without switching apps.
- Every call runs under your account and respects your workspace permissions.
- Revoke access any time from settings — the connection stops immediately.
- Part of 40+ integrations, alongside Segment, Slack, and WhatsApp alerts.
Useful AI, on your terms.
The copilot is only as trustworthy as its boundaries. Here's exactly where they are.
- The AI inherits workspace permissions — it can only access what the signed-in user can access.
- Read actions (search, summaries) and write actions (create tasks, update deals) are clearly separated, and writes are always explicit.
- Your customer data is never used to train external models.
- MCP access can be revoked at any time from your workspace settings.
- Data is encrypted with TLS in transit and AES-256 at rest. SOC 2 Type II is in progress.
Grounded, not generic
The copilot is powered by leading language models, grounded in your Inleads data. It answers from your leads, deals, and activity — and when it doesn't have the data, it says so instead of guessing.
Copilot questions, answered
What can the AI sales copilot actually do?
Four things, well: search your leads and deals in plain English, draft emails and proposals from real deal context, summarise any pipeline or time period, and create follow-up tasks. Every answer is grounded in your Inleads data — not generic advice.
Which AI model powers the copilot?
The copilot is powered by leading language models, grounded in your Inleads data. You don't manage models or prompts — it's AI built into your CRM, working with the leads, deals, and activity you already track.
Is my customer data used to train AI models?
No. Your customer data is never used to train external models. It is used only to answer your questions and draft your content, inside your workspace.
How does the MCP integration work?
Inleads ships an MCP server, so AI tools like Claude, ChatGPT, Cursor, and Windsurf can read and update your CRM through a secure tool interface. Connect it in minutes, and revoke access at any time from your workspace settings.
Can the AI change my data without me knowing?
Read actions (search, summaries, reports) and write actions (create a task, update a deal) are clearly separated, and the copilot always inherits your workspace permissions — it can only see and change what you can.
How do I try it?
Start a 30-day free trial — no credit card required. There's also a Free plan at $0 with 1 pipeline and 1 user, and paid plans from $12/month, billed in USD or INR.
Your CRM, one prompt away.
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