See how 5 minutes can help streamline communication and supercharge your workflow!
Enjoy all of the benefits and features of Teams that you’re used to right in Leasepath for a hyper-organized sales process.
Four Ways Teams Boosts Your CRM Productivity
- Seamless Collaboration: Real-time communication for Sales, Underwriting, Credit, and Operations within Leasepath.
- Optimize Efficiency: Streamline your workflow management without leaving the Leasepath ecosystem.
- Smart Messaging: Experience context-aware chat and automatic conversation saving in the timeline.
- Centralized Information: Access all of your deal-related communication and updates easily in one window.
Discover how this integration works even better when Copilot is engaged. Keep reading to explore its capabilities!
Experience a more robust, interactive, and intuitive interface with Copilot embedded in Leasepath. Copilot combines GPT-4 with Microsoft 365, delivering sophisticated AI for natural language interactions. Speed up deal processing and increase productivity; access your business data for accurate and relevant answers. Copilot effortlessly inherits your company’s security policies, ensuring data protection and compliance.
Feature Spotlight: Meeting Prep Made Easy
Copilot simplifies sales meeting prep: access essential customer data within your account or opportunity. No more switching screens or apps! Stay informed and always be ready for a last-minute meeting with Copilot.
Enable Copilot & Teams Integrations Today
Watch the video above for guidance and, if needed, reach out to Leasepath Customer Success for additional support.
About Leasepath
Leasepath is the Intelligent Workplace platform for Customer Engagement (CRM) and Origination (LOS), purpose-built exclusively for the equipment finance industry. Leasepath is powered by the Microsoft Power Platform to provide a proven, cloud-first solution complete with configurable, dynamic, automated solutions for pricing, amortization calculation, asset management, tax, documentation, and integration with mission critical applications like e-mail, e-signature, and KYC credit and data providers. Leasepath is the preferred choice for equipment finance businesses to win more deals, risk less, and profit more. One of the Inc. 5000’s fastest growing companies in the US, Leasepath serves Banks, Independent Finance, Captive Finance, and Brokers across North America, the United Kingdom, and Australia. Learn more about Leasepath by visiting www.leasepath.com.