aenuma App · Guided pilot

aenuma vs. Copilot for Sales: which one fits?

Both help you prepare for customer conversations using data from Outlook. But they require different things. This comparison shows what each tool is built for.

The short answer

Microsoft has evolved Copilot for Sales into the Sales agent in Microsoft 365 Copilot. It connects Outlook and Teams to a CRM system, currently Dynamics 365 Sales or Salesforce. According to Microsoft, it is only useful when connected to a CRM.

aenuma doesn't require a CRM. It's built for people whose customer status lives mainly in their Outlook inbox: consultants, account managers, customer success teams and project leads. If you already have Microsoft 365 Copilot and a well-maintained CRM, the Sales agent is the obvious choice.

Side by side

Requirements

Sales agent: Access to emails and Teams meetings requires a Microsoft 365 Copilot license, plus a CRM system (Dynamics 365 Sales or Salesforce) connected by your admin.
aenuma: A Microsoft 365 mailbox. You create customers and contacts in aenuma or add them from email senders.

Data source

Sales agent: CRM data such as accounts and opportunities, plus emails, Teams meetings and chats from Microsoft 365.
aenuma: The emails and meetings you deliberately assign to a client engagement. The rest of your mailbox is not sent to the AI.

How you work

Sales agent: Chat and summaries right inside Outlook and Teams, with CRM updates without switching apps.
aenuma: A dedicated app with one workspace per client engagement: goal, milestones, a sourced briefing, who owes what and reply drafts.

Control and sharing

Sales agent: Follows your permissions in Microsoft 365 and the CRM.
aenuma: Engagements stay private until you share them. Mailbox and calendar are read-only by default; aenuma never sends on its own, and replies go out only with send permission and your confirmation.

Maturity and pricing

Sales agent: An established Microsoft product, licensed through Microsoft 365 Copilot and your CRM.
aenuma: In its pilot phase. Pricing has not been finalized; you can request pilot access for free.

When the Sales agent is the better fit

Your sales team works in Dynamics 365 Sales or Salesforce every day, the data there is well maintained, and your company already licenses Microsoft 365 Copilot. Then the Sales agent gives you CRM data and communication in one place, without adding another tool.

When aenuma is the better fit

You run several client engagements at once, and the current status lives in your Outlook emails rather than a CRM. Rolling out and maintaining a CRM would be too much overhead for your team. You want to know quickly before a meeting what was agreed and what's open, while staying in control of which emails the AI sees. See what that looks like on the engagement briefing page. If you have Microsoft 365 but no Copilot license, also read how to prepare for meetings in Outlook without Copilot.

Sources

Information on the Sales agent is based on Microsoft's documentation: Set up Sales agent in Microsoft 365 Copilot and Use Sales agent. Features and licensing terms may change; Microsoft's current information is authoritative.

Last updated: October 2026. aenuma is an independent product and is not affiliated with Microsoft.

Try it yourself

Test aenuma with one of your own client engagements. Requesting pilot access is free and carries no obligation.

Request pilot access