Soar
together

Your trusted partner for Salesforce and data strategy

Learn More

Services

Copilot provides innovative cloud solutions fueled by decades of industry expertise. We tackle complex problems with user-experience focused design.

Strategic Advisory

Deep industry and platform experience means we can help create your vision and ensure it’s ready for takeoff.

Proven Execution

Our experienced architects, analysts, and subject matter experts deliver transformative Salesforce and data solutions for our clients.

Insightful Analytics

We know the right questions to ask and the right cloud architecture to turn data into actionable insights.

What our top-tier clients say

I’ve worked with Copilot everyday for over two years and have always had a positive experience. I would recommend Copilot because of the team’s expertise on all things Salesforce coupled with their deep business context and knowledge. Specifically for the PE/VC space, they have years of experience allowing them to fully understand issues and propose relevant solutions. 
— Director of Data Initiatives, Top Growth Equity & Venture Capital firm
The Copilot team is highly knowledgeable, responsive, and very skilled at learning your process and configuring Salesforce to work effectively. They also have a depth of knowledge in banking to bring new ideas and best practices to maximize spend on CRM.
— Managing Director, Global Investment Bank
Prior to Copilot, operations were siloed, internal communication had gaps and data was disparate. Copilot modernized CRM and deal management. Our relationship and deal workflows are now centralized, optimized and no longer a headache. Our digital marketing effort is streamlined and quantifiable. Copilot has been a trusted copilot in our digital transformation journey for over 3 years.
— Head of IT and Business Solutions, Publicly Traded REIT
Our team needed the scalability and robust ecosystem of Salesforce without the clunky UX that often comes with. The Copilot team helped us realize the best of all worlds. We’re now able to collaborate, manage pipeline, track activity, and source more quickly. I consistently recommend Copilot to peers and folks in other industries, as they’re very pragmatic and business/solution oriented.
— Managing Director, Private Equity and Venture Capital firm
Copilot can help you navigate the complex architecture of Salesforce with ease and expertise. Working with them was a pleasure from beginning to end. They are very knowledge about real estate, data, and scaling tech start-ups and helped us go from early stage to a successful 9 figure exit. Highly collaborative, and willing to go the extra mile.
— Senior CRM & Business Applications Manager, High Growth Real Estate Tech Scaleup

Industry expertise

Get in touch

Thank you! We will get back in touch with you within 48 hours.
Oops! Something went wrong while submitting the form.