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About

Microsoft 365 Copilot for Sales integrates Microsoft 365 Copilot with a role-based agent that connects to your CRM platform, bringing sales insights and generative AI directly into your daily workflow. It enhances efficiency by automating tasks such as drafting emails, setting up meetings, and generating content like pitch decks and meeting briefs within familiar tools like Outlook, Teams, Word, PowerPoint, and Excel. By providing AI-generated summaries of emails and meetings, as well as real-time call insights during Teams meetings, it enables more personalized customer interactions. Additionally, it streamlines workflows by allowing seamless sharing of information between Microsoft 365 apps and your CRM platform, supporting platforms like Salesforce Sales Cloud and Microsoft Dynamics 365 Sales.

About

Samskit is B2B sales software that gives sales teams their time back to sell and a CRM they can trust. Samskit is an AI platform that records, transcribes, and analyzes sales calls, then automatically updates the CRM, creates tasks, and drafts follow-up emails without manual input from the seller. Built for B2B sales teams of any size using HubSpot, Salesforce, Pipedrive, or Zoho as their CRM and running meetings on Google Meet or Microsoft Teams. Samskit joins calls automatically via calendar sync with no browser extension required. After each call, it generates a structured summary, extracts qualification fields (MEDDIC/BANT), and pushes updates directly to the CRM with one click. CRM field updates, meeting summaries, action item extraction, task creation, and follow-up email drafts are all triggered automatically at the end of every call. Output is delivered in HubSpot, Slack, and email so sellers act on insights without opening a separate dashboard.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales professionals

Audience

B2B Sales Teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$30/user/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Microsoft
Founded: 1975
United States
www.microsoft.com/en-us/microsoft-365/copilot/copilot-for-sales

Company Information

Samskit
Founded: 2026
Brazil
samskit.com

Alternatives

Alternatives

Copilot Data

Copilot Data

Copilot Data Almund
Dialpad Sell

Dialpad Sell

Dialpad

Categories

Categories

Integrations

Microsoft Teams
Salesforce
Expedience Software
Google Meet
HubSpot CRM
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Pipedrive
Storyals
Zoho CRM

Integrations

Microsoft Teams
Salesforce
Expedience Software
Google Meet
HubSpot CRM
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
Pipedrive
Storyals
Zoho CRM
Claim Microsoft 365 Copilot for Sales and update features and information
Claim Microsoft 365 Copilot for Sales and update features and information
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