Features
COPTIMAS Features
AI CRM, Project Management & Automation in One Workspace
Discover how COPTIMAS combines CRM, collaboration, AI agents, and workflow automation to boost productivity and reduce manual work.
Agentic Workspace
Where AI Becomes Your Team Member
COPTIMAS’ agentic workspace lets AI agents participate in projects, respond to triggers, and suggest actions—just like a human teammate, but always available.
- Assign tasks to AI agents (e.g., “Summarize this client call”)
- Get real-time recommendations based on CRM and project data
- Reduce cognitive load with proactive AI assistance
CRM System
Smarter Client Relationships, Zero Clutter
Manage every lead, deal, and customer interaction in a clean, visual CRM that syncs with your workflows.
- Visual sales pipelines with drag-and-drop stages
- Automatic lead capture from forms, emails, and WhatsApp
- Custom fields, tags, and activity timelines
Collaboration Tools
Work Together—Not in Silos
Chat, comment, share docs, and assign tasks without leaving your workspace.
- Real-time messaging with @mentions and file sharing
- Task boards synced with CRM records
- Progress tracking with automated status updates
Automation Hub
Connect. Automate. Scale.
Seamlessly integrate with Make.com, Zapier, and n8n to build powerful automations—no coding needed.
- Trigger workflows from CRM updates, project changes, or AI insights
- Sync data across 5,000+ apps
- Visual automation builder with one-click templates
AI Agents
Build Your Own AI Team in Minutes
Create custom AI agents for sales, support, operations, and analytics—trained on your data and brand voice.
- Pre-built templates for email replies, WhatsApp bots, and lead scoring
- Train agents using your past conversations and documents
- Monitor performance and refine with human feedback
Analytics Dashboard
See What’s Working—Instantly
Track KPIs, pipeline health, team performance, and automation ROI in one live dashboard.
- Custom reports with drag-and-drop widgets
- AI-powered insights (e.g., “This deal is at risk—follow up now”)
- Export or share with stakeholders in one click
smart project management software, business intelligence dashboard
COPTIMAS Integrations
Connect Zapier, Make.com & n8n for Powerful Automation
Automate your entire business stack with COPTIMAS’ native integrations for Zapier, Make.com, and n8n—plug-and-play setup, enterprise-grade results.
- Zapier Integration
- Make.com Integration
- n8n Integration