Case Study: How a Small Business Boosts Productivity with Copilot CRM
At Copilot4Odoo, we believe every hour counts. For 2–5 person SMBs, optimizing time and automating repetitive tasks makes a real difference.
Here is a concrete case study with numbers showing the impact of Copilot CRM coupled with our new subscription offering.
Context
Imagine a 4‑person SMB: 1 sales lead, 1 admin assistant for follow‑ups, and 2 others handling support and marketing. They receive ~50 new leads/month, prepare ~30 quotes, send follow‑ups, and generate sales reports — mostly manually.
Time‑consuming tasks before Copilot CRM
| Task | Estimated monthly time | Role | Estimated cost |
|---|---|---|---|
| Lead entry & updates in CRM / Excel | 5–6 h | Admin assistant | ~ €150–180 |
| Email follow‑ups and lead nurturing | 4–5 h | Sales / Assistant | ~ €100–150 |
| Quote creation / adaptation / personalization | 3–4 h | Sales | ~ €80–120 |
| Reporting, pipeline tracking and missed follow‑ups | 3–4 h | Sales / Marketing | ~ €80–120 |
| Total | ~ 15–20 h / month | — | ~ €400–600 / month |
What Copilot CRM adds
- Automatic lead summaries (less reading / quicker synthesis)
- Automatic quotes & adaptable templates
- Automatic suggestions / reminders for opportunity follow‑ups
- Automatic follow‑up emails
- Lead scoring / prioritization to focus on the most promising
Estimated gains with the subscription (€29/month)
| Task | Without Copilot | With Copilot | Time saved | Monthly value |
|---|---|---|---|---|
| Lead entry & updates | 5–6 h | ~ 2 h | ~ 3–4 h | ~ €75–120 |
| Follow‑ups & emails | 4–5 h | ~ 1–2 h | ~ 3–4 h | ~ €75–120 |
| Quotes creation / adaptation | 3–4 h | ~ 1 h | ~ 2–3 h | ~ €50–90 |
| Reporting / pipeline / missed follow‑ups | 3–4 h | ~ 1–1.5 h | ~ 2–3 h | ~ €50–90 |
| Estimated total | ~ 15–20 h | ~ 5–6 h | ≈ 10–15 h / month | ≈ €250–420 / month |
Cost vs ROI
| Option | Monthly cost | Estimated gain value | Return on investment |
|---|---|---|---|
| Copilot CRM subscription at €29/month | €29 | ~ €250–420 / month (depending on usage) | ≈ ×8 to ×14 – every euro invested brings much more value. Over 12 months: cost = €348, potential gains ≈ €3,000–5,000. |
Additional qualitative benefits
- Better responsiveness to prospects → improved conversion
- Fewer forgotten leads or missed follow‑ups
- More professional image (more consistent quotes, better follow‑ups)
- Less stress for the team: fewer repetitive tasks, more business focus
Conclusion
For a 4‑person SMB, the €29/month Copilot CRM subscription is a highly effective productivity lever. In just a few months, the time saved and the avoided errors translate into tangible value. If you want to save time, improve conversion rates and free your team from repetitive tasks, Copilot CRM is the ideal solution.
Ready to get started?
Discover the Copilot CRM subscription (€29/month, 50,000 tokens included) or request a demo.
Keywords: CRM subscription, SMB productivity, Copilot CRM, Odoo AI, CRM ROI, sales automation