Microsoft 365 Copilot for Sales vs. WINN.AI Comparison Chart

Free AI Meeting Assistant that instantly records, transcribes, and summarizes your Zoom, Meet & Teams meetings ✨ Never take notes again 🔥 Fathom is an AI-powered meeting assistant designed to automatically transcribe, summarize, and highlight key moments from your Zoom, Google Meet, and Microsoft Teams meetings. It eliminates the need for manual note-taking, providing instant summaries and action items, enabling users to focus on the conversation. Fathom integrates seamlessly with CRMs and other tools, allowing easy sharing of summaries and follow-up actions. With the added functionality of sharing clips from meetings and interactive AI assistance, Fathom enhances productivity and ensures you never miss crucial details from meetings.

SalesTarget.ai is the all-in-one sales game-changer that helps you discover, engage, and close more deals—faster. With Lead Explorer, you get instant access to 50M+ verified B2B leads across industries, complete with advanced filters to zero in on your perfect prospects. Our powerful Cold Email Outreach module lets you connect unlimited email accounts, automate outreach at scale, and maintain top deliverability. Plus, our built-in AI-powered CRM is designed so your entire sales flow—leads, emails, pipelines, tasks, and follow-ups—works seamlessly in one place. The latest innovation is Co-pilot, your AI sidekick that generates lead lists, writes sequences, and even schedules campaigns for you—so you can focus on closing, not managing tools. Whether you’re a start-up, sales team, or agency, SalesTarget.ai gives you everything you need to supercharge growth in one powerful platform.

Dialpad Connect is an AI-powered unified communications platform that combines voice, video, and messaging to enhance team collaboration and customer interactions. It features real-time call transcription, automated call summaries, and AI-generated action items to help users stay focused during conversations. The platform integrates seamlessly with popular business apps like Salesforce, Zendesk, Microsoft Teams, and Google Workspace to streamline workflows. Designed for businesses of all sizes, Dialpad Connect delivers enterprise-grade reliability with 100% uptime SLA and robust disaster recovery. Security and privacy are core priorities, meeting standards like GDPR, HIPAA, and SOC 2 compliance. Dialpad Connect helps companies elevate customer experiences while boosting team productivity.

AI Sales Rep with Person-Level Website Identification Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour. Lower Funnel, Higher Value Leads Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. - 40 points of data about each prospect, including first name, last name, email address, and more. - Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet. - These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. - Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. This is 100% automated. Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly.

EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required.

Create a faster path from prospect to profitable relationship with D&B Hoovers. Find key sales prospects and opportunities for growth. D&B Hoovers is a sales acceleration solution that provides a faster path from prospect to profitable relationship by leveraging data and analytics. B2B sales professionals can engage faster with customers to grow their business. Access comprehensive intelligence on more than 120 million business records. Deliver intelligence and insight into the tools where your sellers and marketers work every day. Intuitive interface and automated workflow features including triggers, alerts, smart lists and conceptual search. D&B Hoovers combines the world’s largest commercial database from Dun & Bradstreet with sophisticated analytics to deliver a sales intelligence solution packed with insight. D&B Hoovers offers dynamic search and list-building capabilities, realtime trigger alerts, comprehensive company profiles, and valuable research reports.

Podium is a comprehensive AI-driven lead management and communication platform utilized by over 100,000 businesses seeking to enhance customer acquisition and retention. At the heart of Podium’s innovation is its AI employee, which ensures businesses respond to incoming leads instantly around the clock, dramatically improving conversion rates and revenue growth. The platform assists businesses in generating more customer reviews, improving their Google rankings, and unifying their lead channels into a single, manageable dashboard. Through the web and mobile applications, businesses can call and text customers, send payment links for quick transactions, and deploy bulk messaging campaigns to boost repeat sales. Podium’s powerful AI-driven automations seamlessly manage customer interactions across multiple communication platforms, providing accurate and timely responses that help drive sales.

Assembled is the only platform that unifies AI agents and intelligent workforce management to power fast and flexible support operations. Built for scale, we help teams automate over 50% of customer interactions, forecast with 90%+ accuracy, and optimize staffing across in-house and BPO teams. Orchestrate every chat, email, or call, balancing workloads between human and AI agents in real time — without sacrificing quality or control. Trusted by Stripe, Canva, and Robinhood, Assembled transforms support from a cost center into a strategic advantage. Our Workforce and Vendor Management tools connect forecasting, scheduling, and performance for smarter staffing decisions. AI Agents automate conversations across channels with your workflows and brand voice. AI Copilot empowers agents with real-time guidance, suggested replies, and one-click actions for faster, higher-quality resolutions.

Multi-Entity Cloud Accounting Software for Growing Businesses Gravity Software® is a cloud-based accounting solution designed for companies that have outgrown QuickBooks but don’t need the cost or complexity of Sage Intacct or larger ERP systems. Built natively on the Microsoft Power Platform (Dynamics 365), Gravity delivers robust multi-entity financial management with seamless integration to Microsoft 365, Power BI, Teams + Copilot — no third-party add-ons required. 🎈 Multi-entity & multi-location accounting 🎈 Automated intercompany transactions 🎈 AP automation & multi-level approvals 🎈 Real-time consolidated reporting & dashboards 🎈 Advanced analytics with Microsoft Power BI 🎈 Easy navigation from accounting to sales & service Trusted by growing companies in real estate, family offices, professional services, healthcare, hospitality, and nonprofits, Gravity helps businesses simplify complex accounting, improve cash flow, and scale with confidence.

Resco Field Service+ is a mobile-first solution designed to extend the capabilities of Microsoft Dynamics 365, Salesforce, and the Power Platform with powerful mobile workflows and full offline functionality. Built for industries like utilities, energy, manufacturing, and construction, it enables technicians to manage work orders, perform inspections, track assets, and handle preventive maintenance seamlessly. With offline-first architecture and secure data synchronization, teams can capture and access critical information in remote areas or environments with limited connectivity. The drag-and-drop form designer, GPS routing, barcode scanning, and scheduling tools allow you to customize workflows to meet the unique needs of your field operations. Managers gain real-time visibility into job status, resource allocation, and performance metrics, making it easier to schedule tasks, dispatch teams, and generate detailed reports.