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CoPilot AI

CoPilot AI

Canada Local product

What Is CoPilot AI?

CoPilot AI is an AI-powered sales enablement platform that transforms the way teams prospect, engage and convert customers. It supports marketing and sales teams by:
• Identifying high-intent prospects that align with your business goals
• Generating AI-powered messages that engage prospects and guide them toward conversion
• Delivering personalized insights that help you tailor your communication style to match your prospects.

CoPilot AI helps refine your sales strategy and book more meetings.

Who Uses CoPilot AI?

B2B Sales Leaders, Marketing Agencies, Financial Advisors, Business Development, Coaches, Consultants, Recruiters, Fundraising, Business Insurance, etc

CoPilot AI Software - CoPilot AI prospecting statistics

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Reviews of CoPilot AI

Average score

Overall
4.6
Ease of Use
4.6
Customer Service
4.9
Features
4.5
Value for Money
4.5

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Steven
Steven
Senior Financial Associate in US
Verified LinkedIn User
Financial Services Software, 1,001–5,000 Employees
Used the Software for: 6-12 months
Reviewer Source

CoPilot First Timer- Everything we needed and thensome.

5.0 3 years ago

Comments: CoPilot is helping us generate more leads and build a broader pipeline where we are able to foster interactions with a whole tool kit of features available on the platform. Our Account Strategist, [SENSITIVE CONTENT], has always gone above and beyond to meet our needs w/ training on the platform and is very responsive to our particular circumstances for our business helping us create a strong lead generation system from scratch, he is very much appreciated!

Pros:

I love the dashboard, the scheduling of messages, being able to snooze communications w/ prospects and leads.

Cons:

There are no cons about this software that we find. All is great!

CoPilot AI Response

5 months ago

Thank you so much for your fantastic feedback! We're delighted to hear that you're loving CoPilot AI's features like the dashboard, scheduling, and snooze options. It's also wonderful to know that CoPilot is helping you generate more leads and build a stronger pipeline. We truly appreciate your kind words about your Account Strategist. We're committed to providing excellent support and are thrilled to hear that they have gone above and beyond to assist you in creating a strong lead generation system. If you ever have more insights or need further assistance, please don't hesitate to reach out.

Shane
Founder & CEO in US
Retail, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Voyageur Group Review

5.0 3 years ago

Comments: I am very pleased so far.

Pros:

The automation features. It is great to be able to customize my voice but have the sequencing automated. Love that! I love that once the automated software gets a response, I get to take over and manually communicate with prospects.

Cons:

sometimes too much of a one-size fits all.

CoPilot AI Response

5 months ago

Thank you for sharing your thoughts! We're thrilled to hear that you appreciate the automation features in CoPilot AI, particularly the ability to customize your voice while still enjoying automated sequencing. We understand your concern about a one-size-fits-all approach at times, and we're constantly working to offer more personalized solutions. Your feedback is valuable as it helps us improve. We're delighted to have you as part of the CoPilot AI community, and if you ever have more insights or questions in the future, please feel free to reach out.

John M.
Retirement Plan Specialist in US
Financial Services Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

CoPilot AI Does Not Work Well

1.0 last month New

Comments: Unfortunately, it was an extremely poor experience. Very slow responses, often entirely non-responsive, no professional engagement by our account manager specific to how to create a successful campaign. The only responses were to change the auto-generated question set (which of course we always exactly per CoPilot's guidance), yet there were zero lead opportunities created.

Pros:

There were results on the campaign that could be easily viewed.

Cons:

After 6 months and a lot of work into customizing the target audience, creating email templates, and refining these exactly in line with CoPilot's specific recommendations, we had absolutely zero results.

Adam
President / Sr. Financial Adviser in US
Financial Services Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

A great experience for 3+ years

5.0 3 years ago

Comments: 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.

Paul
Paul
Co-founder and CEO in Canada
Verified LinkedIn User
Hospitality, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Maybe not a fit if you're a small business

4.0 2 years ago

Comments: Beyond the disappointing ending, they were a great upgrade from really basic cheap LinkedIn automations like Duxsoup. They have not evolved with the market saturation from a technical level and sadly did not make up for it on customer success side.

Pros:

Great support team for bugs and information. Like the canned messages feature as well and general stats.

Cons:

In the DIY use-case, I didn't see their value relative to competitors who were priced lower. We were charged for a hefty billing cycle for clients we represent even after we well in advance unsubscribed via their dashboard. We were then told that we need to manually email them instead and they didn't budge on sticking to the fineprint. Short-sighted and frugal move which showed the true colours of how they look at agency partner relationships. They did offer a credit for the future but I hold my suppliers to a higher bar.