AI copilots that keep every deal warm
Every conversation is packed with buying signals, yet too many of them die in inboxes or dense notes docs. Clikup’s AI copilots transform that chaos into clean recaps, next steps, and automations that keep momentum alive without adding busywork to your reps’ plates.
Build a shared workspace for every stakeholder
Client portals pull call recaps, relevant docs, approval timelines, and chat threads into one link. No more “can you resend that deck?” — everyone collaborates from the same, always-fresh surface.
Turn every conversation into clarity
- Instant recaps: Meeting recordings become shareable summaries, complete with owners and due dates.
- Smart nudges: Copilots flag when a stakeholder goes silent or an approval hasn’t landed.
- Auto-sync everywhere: Notes push to the right CRM fields, Slack channels, and project boards automatically.
Orchestrate handoffs without inbox hunts
Outline the success plan directly inside the recap, assign CS owners, and mirror it into your fulfillment boards. Everyone enters the relationship with context, historical decisions, and promised outcomes.
Personalize outreach without copying and pasting
Copilots auto-generate follow-up templates that reference the buyer’s goals, recent blockers, and mutual tasks. Reps simply review, tweak tone, and hit send—seconds instead of minutes.
Forecast with confidence every Monday
- Use AI checklist templates to capture MEDDICC data mid-call and auto-grade deal health.
- Trigger follow-up emails that include the recap, shared files, and a link to your mutual action plan.
- Mirror those next steps inside Clikup tasks so marketing, finance, and CS stay perfectly aligned.
When teams rely on copilots, they spend less time transcribing and more time coaching, strategizing, and closing. Give your reps the guardrails they need and watch relationships—and revenue—strengthen week after week.