SG Copilot CRM
SaaS CRM with AI, smart documents, and billing
SG Copilot CRM is a full-stack SaaS for sales operations with organizations, clients, tasks, smart documents, AI Assistant, Stripe Billing, and premium plan-based modules.
Product screenshots
Real views of the flow, main modules, and user experience.
Problem
Sales teams need to centralize clients, tasks, documents, and AI-powered analysis in a scalable, monetizable SaaS tool.
Solution
A SaaS CRM was built with authentication, organizations, Free/Pro/Business plans, plan limits, Stripe, semantic search, document Q&A, and Business-only AI audit.
Stack
Technologies and focus
Technical highlights
- Authentication and multi-organization setup with Supabase.
- Stripe subscriptions with Free, Pro, and Business plans.
- AI Assistant for sales productivity.
- Semantic search and document Q&A.
- Plan-based limits and feature gating.
- Business audit, insights, and export module.
Business value
- Commercial SaaS model from the start.
- Ideal for white-label, licensing, or B2B deployment.
- Strong foundation for AI products with recurring billing.
Commercial availability
- • Consulting firms
- • Sales teams
- • Agencies
- • B2B
Frequently asked questions
Does SG Copilot CRM include Artificial Intelligence?
Yes. It integrates AI-based assistants for documents, queries, and sales productivity.
Can it work as white-label?
Yes. It is prepared for licensing and white-label adaptation.
Does it include subscriptions and billing?
Yes. It integrates Stripe Billing with Free, Pro, and Business plans.
Interested in this project?
You can request more information, a private demo, a commercial one-pager, or discuss a possible deployment, license, white-label, or partnership.