CRM Co-Pilot: Inbox to CRM

A complete silent CRM co pilot for SDRs. Watches the Microsoft 365 inbox every 15 minutes, identifies senders, creates or updates contacts, and attaches AI structured notes with sentiment and next action suggestions — fully automatically.\n\nIncludes:\n 🤝 CRM Co Pilot Agent (5 …

Get it for free

4 components

Built by Julian Vorraro

Orbitype.com · orbitype.com

This template is the start. Orbitype is the platform.

Install it, then keep building demand, CRM, and delivery in one GTM environment.

This template

CRM Co-Pilot: Inbox to CRM

A complete silent CRM co pilot for SDRs. Watches the Microsoft 365 inbox every 15 minutes, identifies senders, creates or updates contacts,…

4 components

Install

One click into your workspace

Install the template and start with Apps, Workflows, Agents, and Components already wired together.

The platform

This template is the start. Orbitype is the platform.

Run demand, CRM, and delivery in one GTM environment — then keep customizing in plain English.

This template

CRM Co-Pilot: Inbox to CRM

A complete silent CRM co pilot for SDRs. Watches the Microsoft 365 inbox every 15 minutes, identifies senders, creates or updates contacts,…

4 components

One workspace for templates, agents, and the rest of your GTM stack.

Get started

Get it running in three steps

Start free, install the template, and shape it to your business.

01
Sign up for free
Create your Orbitype workspace in minutes. 30 days free: one seat, $50 usage credits, and $50 lead credits. No credit card.
02
Install this template
Add the template to your workspace with one click. Everything arrives ready to run.
03
Customize in plain English
Tell the Orbitype AI agent what you want to change. It adjusts the system to your liking, no code needed.

Get started for free

No credit card. 30 days free, with usage and lead credits.

Publisher

Built and supported by

This template is published by Julian Vorraro. Reach them for setup questions, customization, or support around this package.

Julian Vorraro

Orbitype.com

Support contact for this template — setup, customization, and questions about the package.

orbitype.comPublisher on Orbitype

Published by Julian Vorraro. The publisher is responsible for this package. Orbitype hosts store templates and does not review every one.

Report this template

Contents

Components in this template

4 components

Workflow
CRM Co-Pilot — Background Sync Workflow
Cron workflow that runs every 15 minutes on weekdays and calls the CRM Co Pilot agent via agency.get('crm copilot'). Keeps the CRM updated …
App
CRM Co-Pilot Dashboard
Interactive artifact that visualizes crm contacts and crm notes. Shows contacts with avatar, status badge, note count and last contact time…
Database
CRM Database Schema
PostgreSQL schema for the CRM Co Pilot. Creates 3 tables: crm contacts (one row per person), crm notes (timestamped notes with sentiment an…
Agent
CRM Co-Pilot Agent
Silent CRM co pilot for SDRs. Reads unread emails from Microsoft 365, identifies senders, creates or updates contacts in the CRM, and attac…