CoPilot AI

4.6 (114)
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Streamline Your Sales Pipeline with CoPilot AI

Overall rating

4.6 /5
(114)
Value for Money
4.5/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.8/5

96%
recommended this app
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114 Reviews

Verified Reviewer
Overall rating
  • Industry: Insurance
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

CoPilot Review

Reviewed on 2019/05/01

It is a great tool to create traffic on my LinkedIn! I have gotten in touch with many professionals...

It is a great tool to create traffic on my LinkedIn! I have gotten in touch with many professionals and I would can definitely say that it is a great recruiting program for busy professionals!

Pros

What I liked most was that there was a convenient notes section that I could keep track of candidates from.

Cons

What I liked least about this software was that I needed to go to the LinkedIn site to actually reply to the message. If somehow that could be changed so I could reply directly from Copilot what would be great.

Response from CoPilot AI

Thanks for the review! Yes, agreed - we are working on the reply feature which should be rolled out soon. That way you can stay within the dashboard and there's no more toggling back and forth :)

Aj
Overall rating
  • Industry: Facilities Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Key Relationship building in a niche business

Reviewed on 2023/07/24

Overall is experience is positive. I enjoy the automation of it and being able to track specific...

Overall is experience is positive. I enjoy the automation of it and being able to track specific connections.

Pros

I like the user friendly interface. I was able to figure out the platform pretty quickly and easily. The onboarding process was seamless and our account Manager, Ollie, was really helpful and extremely informed on the process.

Cons

Sometimes the LinkedIn links don't work.

Response from CoPilot AI

Thank you for sharing your experience with CoPilot AI! We're delighted to hear that you found our platform user-friendly and had a seamless onboarding process with the help of your account manager. We appreciate your feedback regarding the LinkedIn links, and we'll work diligently to address any issues. It's great to know that you're enjoying the automation and tracking capabilities. If you ever have more insights or questions, please feel free to reach out. Your input is valuable to us!

George
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 2.0 /10

Nice Concept but fundamentally flawed product

Reviewed on 2020/02/29

Lead generation

Lead generation

Pros

User Interface is well designed. The concept of using a robot to reach out to prospects is interesting

Cons

Platform is integrated to LinkedIn which is a fundamental design flaw. Platform is dependent on a good Linkedin integration but, unfortunately the integration is poor. People quickly realize they are speaking to a Robot which is a turn off. Also, the platform lacked sophistication to identify true leads and simply automates a flawed "Brute Force" lead generation process. Garbage in >> Garbage out. The only technical value to the platform is capability to understand natural language. Ok that takes some expertise, but other than that this is NOT a Smart system. It's a waste of time and money. Many complaints about receiving Spam social media messages which is a real turn off.

Derek
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

[sensitive content hidden] is the man!

Reviewed on 2023/07/12

Pros

Outside of a system that generates leads almost effortlessly, [sensitive content hidden] has been great to work with while offering exceptional advice. Also, during the sales process, [sensitive content hidden] did not push but did a good job explaining why CoPilot made sense.

Cons

My least favorite is the cost, but still, I have no complaints.

Response from CoPilot AI

Thank you for your valuable feedback! We're thrilled to hear that CoPilot AI has made lead generation almost effortless for you and that our team has been a positive and helpful part of your experience. We understand that cost considerations are important, and we appreciate your understanding. If you ever have further questions or need assistance, please don't hesitate to reach out. We're here to support your success!

Chantil
Overall rating
  • Industry: Staffing & Recruiting
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing platform and staff

Reviewed on 2023/07/24

Pros

My rep [sensitive content hidden] , he is so knowledgeable and has made a huge difference for my company as far as generating leads.

Cons

There is nothing that I do not like about CoPilot AI.

Response from CoPilot AI

Thank you for your wonderful feedback! We're thrilled to hear that your representative has been instrumental in helping your company generate leads effectively. We're here to support your success, and it's great to know that you have no complaints about CoPilot AI. If you ever need further assistance or have any questions, please feel free to reach out.

Susan
Overall rating
  • Industry: Financial Services
  • Company size: 5,001–10,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The Essential Targeted Lead Generation Tool

Reviewed on 2021/08/24

I have to say so far, so good. My lead generation is set up automatically to save time, and if I...

I have to say so far, so good. My lead generation is set up automatically to save time, and if I have questions or things I like to improve, I can always send a request. I also have a designated rep that I can work with, which is a bonus. I don't have to call the 800 number and talk to a different person every time I call.

Pros

Copilot is an easy and good prospecting tool to use, and it's user-friendly because I can select the criteria of candidates I want to reach out to. I can check the message center to communicate regularly. I can automate so that I can save time.

Cons

Initially, I was confused with the LinkedIn message vs. Copilot message, and the copilot message coming to my mailbox later than the original message already in the copilot message center, so sometimes when I read my email, I saw messages I already responded to or saw, so I avoid this by controlling when I want to log on to the copilot message center now

Adam
Overall rating
  • Industry: Financial Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A great experience for 3+ years

Reviewed on 2021/08/27

Phenomenal - from the top of the executive management team to the customer service. I've worked...

Phenomenal - from the top of the executive management team to the customer service. I've worked with not only [SENSITVE CONTENT] , but one other individual at CoPilot and the service has been wonderful - the people, all a dream to work with. I'm very happy to have taken the call with [SENSITVE CONTENT] years ago.

Pros

There's almost too much to mention:

- Ability to customize messaging to my liking
- Ability to customize when messages are sent, down to the minute
- Ability to change focus/niche at any given time
- The dashboard/interface is VERY easy to use
- Ability to "nurture" past contacts over time, although there have been issues with this feature.
- Most of all, the customer service -[SENSITVE CONTENT]has been incredible to work with.

Cons

Only one thing - the Nurture campaign has had issues and I lost a LOT of time during the implementation process due to these technological problems. We should've had it up and running no later than January, but problems with the back end of the software development took months to understand. Although everything seems to be running smoothly now (i.e - the problem WAS remedied), I wish we could've been nurturing these prospective clients back in January vs. when it actually started working.

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Service

Reviewed on 2019/04/23

Very user friendly, sorts the potential customers into easy to use categories and links directly to...

Very user friendly, sorts the potential customers into easy to use categories and links directly to your linkedin

Pros

Ease of use - all works in the background, very light on labor
customer service - always on top of helping the customer
results are great - instant;y seeing results in my first month

Cons

haven't really come into any issues yet with the software in my first month

Response from CoPilot AI

Tanks for the the review! We pride ourselves on our customer success and support. We partner with you on your prospecting journey!

Verified Reviewer
Overall rating
  • Industry: Investment Management
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Well worth it

Reviewed on 2019/04/24

Sometimes prospects don't show and I spend quite a bit of time trying to find them. Not very good...

Sometimes prospects don't show and I spend quite a bit of time trying to find them. Not very good unless you're on a laptop. Tried using on iPad and phone and terrible experience. Develop an app maybe?

Pros

Ease of use
Customer service
Recommendations: when you take over they tell you what to do
Platform

Cons

Price is a bit high. Wish I would get a little more for what I pay.

Response from CoPilot AI

Hello! Thanks for the review. Yes, we are working on a mobile friendly version as we know our customers use their phones a lot. Stay tuned!

Verified Reviewer
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

CoPilot Prospecting

Reviewed on 2019/05/01

Greatly increasing my sales pipeline

Greatly increasing my sales pipeline

Pros

I like the way the algorithms feed through to my LinkedIn and I have found the results promising.

Cons

I wish it integrated better, I wish I did not have jump back and forth.

Response from CoPilot AI

Thanks for the review! We're working on a product release that allows you to stay within the CoPilot dashboard which will make everything easier!

Paul
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Finally An Outreach Tool That Works

Reviewed on 2021/08/25

My two contacts at CoPilot have been really great.[SENSITIVE CONTENT] was the original sales rep...

My two contacts at CoPilot have been really great.[SENSITIVE CONTENT] was the original sales rep who helped me understand the potential. He was trustworthy, non-pushy, and really gave me confidence in my choice. My second contact is my direct support rep, A[SENSITIVE CONTENT],is patient, thoughtful, intelligent, and took the time to understand my needs, my goals, and the audience I'm trying to attract. He has really put a great deal of effort into ensuring my campaigns succeed.

Pros

I love the integration with LinkedIn Sales Navigator. I find it works well to identify people who would be a great contact for my business.

Cons

I think the only con is that it takes some testing to find the right message and the right audience. In the end, any outreach efforts require such due diligence.

Tom
Overall rating
  • Industry: Financial Services
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

CoPilot Survey

Reviewed on 2021/08/27

After my initial disappointment with the CoPilot Software, I am now very pleased with the excellent...

After my initial disappointment with the CoPilot Software, I am now very pleased with the excellent advice and support I receive from [SENSITIVE CONTENT].
FYI, I would highly encourage you to have [SENSITIVE CONTENT] work with higher level executives (who might be older or who lack excellent technical skills) because [SENSITIVE CONTENT] gets it. She has a dynamic personality and is not afraid to share her opinions but is also willing to listen to my ideas for my specific objectives and make changes where appropriate. [SENSITIVE CONTENT] is a keeper!

Pros

Ease of use once I received some excellent advise from my Co-Pilot contact [SENSITIVE CONTENT]

Cons

Disappointed with my initial training from a multitude of instructors until [SENSITIVE CONTENT] was assigned to me as my consultant.

Destiny
Overall rating
  • Industry: Financial Services
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My Copilot AI experience

Reviewed on 2021/08/26

My overall experience with Copilot AI has been great. My account strategist, [SENSITIVE CONTENT],...

My overall experience with Copilot AI has been great. My account strategist, [SENSITIVE CONTENT], is quick to assist when I reach out and always so kind. I sincerely appreciate him making 100 modifications to my search lists and baring with me to ensure my campaigns are running smoothly.

Pros

It is so easy to use! I really like that I was able to catch on right away.

Cons

Sometimes my campaign will generate a lead from a different industry, example.. say oil and gas.. financial advisor, but not the financial advisor I'm looking for in financial services industry. Not a big deal, just what I like least

Christopher
Overall rating
  • Industry: Financial Services
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Essential tool

Reviewed on 2021/08/31

Excellent. But I'd be lost without the Zoom meetings with Dimitrii. That's largely on me.

Excellent. But I'd be lost without the Zoom meetings with Dimitrii. That's largely on me.

Pros

The thoughtful design, and customer service is unmatched. Dimitrii is awesome.

Cons

The messaging gets confusing for me, between CoPilot and LinkedIn

Corey
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Co-pilot

Reviewed on 2021/08/25

Co-pilot has been extremely helpful in generating a steady stream of prospects

Co-pilot has been extremely helpful in generating a steady stream of prospects

Pros

The product is easy to use and easy to follow. It is extremely helpful in generating leads and staying on track with prospective clients.

Cons

Sometimes we receive messages on LinkedIn but no co-pilot so there can be a glitch.

Erica
Overall rating
  • Industry: Financial Services
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great recruiting source!

Reviewed on 2021/08/13

Great way to recruit and keeps you busy with follows and potential recruits.

Great way to recruit and keeps you busy with follows and potential recruits.

Pros

How it helps to reach potential advisers

Cons

Very few times websites down, overall good product

Dessi
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great experience!

Reviewed on 2021/08/23

My overall experience has been great, we´ve improved our network approach and increased our...

My overall experience has been great, we´ve improved our network approach and increased our audience significantly.

Pros

CoPilot is very easy to use, and I love the automation. Customer service is amazing, someone is always available to assist you. The ability to snooze prospects and to schedule messages for later are some of my favorite features.

Cons

I wish there was an easier way to save the automated messages, right there while you´re typing them.

Mark
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

CoPilot AI Rocks!

Reviewed on 2021/08/25

It saves me time by running in the background, so I can do my other activities and still get my...

It saves me time by running in the background, so I can do my other activities and still get my prospecting in each day

Pros

Everyone knows that prospecting must be done daily to ensure survival. CoPilotAI makes it easy to keep this in place each month

Cons

I would like a way to send more messages out per day or to perhaps link several CoPilot accounts together to be able to scale.

Abigail
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Amazing Customer Support

Reviewed on 2021/08/27

Positive. It has allowed us to automate our marketing efforts and has provided the support to do so...

Positive. It has allowed us to automate our marketing efforts and has provided the support to do so effectively.

Pros

Its user-friendly design and seamless integration with LinkedIn.

Cons

Occasional bugs that have slowed us down.

DANIEL
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Feedback

Reviewed on 2021/08/11

Had a great experience, have been able to push out events, reconnect with old connections & meet...

Had a great experience, have been able to push out events, reconnect with old connections & meet some new people, clients, COI's etc.

Overall I have gotten 3 new clients in a few months, multiple referrals, multiple great people showing up to my events & much more.

Pros

Simplicity & automation - was able to start on copilot & instantly saw wins from it.

Cons

Tough to sweep lists & make sure it is not going to specific people, especially in the nurture campaign.

Jonathan
Overall rating
  • Industry: Financial Services
  • Company size: 51–200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great service

Reviewed on 2021/08/23

Great service and support - [SENSITIVE CONTENT] is a fantastic account manager, easy to get in...

Great service and support - [SENSITIVE CONTENT] is a fantastic account manager, easy to get in touch with, and great solutions to my ideas.

Pros

Ease of use and connection to LinkedIn - gathering names, contact info, summaries of correspondence.

Cons

Proactive adoption and adaptation to meet the current demands of the market -- great innovation from a company perspective so very few negatives.

David
Overall rating
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

CoPilot AI Product Review

Reviewed on 2021/08/25

Finding new clients is much easier and efficient than attending in person events or sending emails...

Finding new clients is much easier and efficient than attending in person events or sending emails myself. I really like the product. The data transfer between Navigator and AI could be faster. Overall I think it's a great platform. [SENSITIVE CONTENT] has been a huge help. Very friendly and quick to respond. I enjoy working with him.

Pros

The ease with which I can develop CEO contacts and schedule initial Zoom meetings/phone calls.

Cons

I think iPhone and Android app would be helpful. I also think the functionality can be made easier to use and more intuitive. For example - setting up types of tasks. This is more difficult than it needs to be. The classification by type - i.e. follow-up, meeting scheduled, etc. is critical to managing prospects.

Haley
Overall rating
  • Industry: Financial Services
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

CoPilot Review

Reviewed on 2021/09/09

It's been great. I plan to use it forever.

It's been great. I plan to use it forever.

Pros

I love that it's doing all the heavy lifting for me and is easy to use. The messages come straight to my inbox which is very useful. It's been a great service.

Cons

I'm sure there could be more customizable features but overall no complaints.

Leslie
Overall rating
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy and simple

Reviewed on 2021/08/17

We have had a fabulous experience on linking with new potential clients whereas we would have never...

We have had a fabulous experience on linking with new potential clients whereas we would have never ever done so otherwise.

Pros

It is consistent with the help of my advisor to keep the leads and new contacts coming in and reconnecting with past contacts.

Cons

The outbox feature is slow and you can not delete if you send 2 times.

Constance
Overall rating
  • Industry: Consumer Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

CoPilot Review

Reviewed on 2021/08/25

Reaching out to business professionals and gaining awareness for our company.

Reaching out to business professionals and gaining awareness for our company.

Pros

It's easy to use and manage! A great way to connect with targeted leads.

Cons

I wish we could upload a CSV of potential leads for prospering campaigns.