CoPilot Advisor

CoPilot Advisor


4.5 / 5
10 reviews

Who Uses This Software?

We believe in maximizing authentic and mutually beneficial human connections for business growth. Our daily mission is to create a place where our customers can have more meaningful conversations.


Average Ratings

10 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $289.00/month/user
  • Pricing Details
    $289 - $999 depending on the package and level of service you require
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • CoPilot Advisor
  • www.copilotai.co
  • Founded 2016
  • Canada

About CoPilot Advisor

CoPilot helps create niche targeted engagement campaigns that generate meetings with our customer's ideal prospects at scale. We harness the power of social media to create a targeted list of ideal prospects when then use automation and machine learning to create engagement with the targeted list. Our A.I. tool categorizes conversations to allow for our customers to focus on those conversations which matter most and will drive more ROI.


CoPilot Advisor Features

  • Contact Discovery
  • Contact Import/Export
  • Lead Capture
  • Lead Database Integration
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Visitor Identification

CoPilot Advisor Reviews Recently Reviewed!


Co-pilot , "Unlocking the power of Linkedin"

Apr 23, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: I have always wanted to use Linkedin as a prospecting tool but found the task daunting and very time consuming. Co-pilot has helped me target 24 new high quality prospects in just two months. I have also experienced over 225 new connections since March, barely two months. My prospecting reach has exploded! Co-pilot not only sends out 50 prospecting leads/day but also provides responses for you to use to overcome objections using social media.

Cons: Needed more help in responding more quickly to the "interested" leads.

Overall: One of my top new prospects is a disabled MD. I should close on 350K of new business and a new LTC policy, from this one client. Co-pilot is helping me get to the higher quality prospects in a very professional manner.

Vendor Response

by CoPilot Advisor on May 02, 2019

Thanks for the amazing review, Eric. We love that you're seeing some great results from the platform. Talk to your CSR to learn more about our Concierge service if you're finding you're getting TOO MANY leads :)

CoPilot helps build networks on LinkedIn

Apr 24, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
Likely

Pros: the consistent flow of new connections and the level of executive or entrepreneur I am reaching.

Cons: In my business timing is always the tipping point, so while I have connected with almost 500 people only a

handful have the potential to be actual customers

Overall: CoPilot is delivering a consistent flow of high quality Linkedin connections. The process and software is easy to work with. The people have been helpful, professional and available.

In my business - network building is my challenge and Copilot has given me a critical step - in one important area of my sales solicitation process

Vendor Response

by CoPilot Advisor on April 26, 2019

Thanks for the kind review Harry! In regards to timing, it's always tough as each business is different. Keep your eyes and ears open and I'm sure you'll land a couple new customers!

CoPilot Review

May 01, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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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.

Overall: 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!

Vendor Response

by CoPilot Advisor on May 02, 2019

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 :)

Impressive

Apr 23, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: Easy to use and it gets results without much effort

Cons: Maybe I don't know how to fly use it, but perhaps it could be more interactive with CRM, a calendar, etc It's not perfect picking up the entire LinkedIn conversations, but I guess they are planning on fixing that.

Overall: It's been impressive. I did not expect this level of response. Everyone has been legit in the sense that they are interested in having a discussion, and often even meeting.

Vendor Response

by CoPilot Advisor on April 26, 2019

Thanks for the review Greg. We're working on updates over 2019 that help to integrate more with other tools such as Calendar tools. We'll make sure to update!

Great Service

Apr 23, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

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

Vendor Response

by CoPilot Advisor on May 02, 2019

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

Well worth it

Apr 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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?

Vendor Response

by CoPilot Advisor on April 26, 2019

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!

Never knew the power of social prospecting

May 03, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Dashboard is simple, clean. My connections on LinkedIn have tripled in only three weeks.

Cons: Getting up to speed and new on-boarding, not all messaging flows through to the dashboard, niche-specific lead searches provide results I don't want.

Overall: As a financial planner who's looking for ways to partner with tax preparers, I wanted to use Co-pilot to help me outreach to these specific professionals to custom tailor my outreach and marketing to them.

CoPilot Prospecting

May 01, 2019
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: Greatly increasing my sales pipeline

Vendor Response

by CoPilot Advisor on May 02, 2019

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!

Good Product

Apr 23, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use and very friendly in reporting data

Cons: Nothing to report. I would like to see a bit more data but I know its hard to capture all.

Overall: Very good communication between companies.

Vendor Response

by CoPilot Advisor on May 02, 2019

Wow thanks for the amazing review, Steven!

Copilot is great!

Apr 23, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Very easy to use and monitor. Keeps me informed about the status of all prospects.

Cons: A few glitches in the beginning setting up with Linked In but we got it figured out.

Vendor Response

by CoPilot Advisor on May 02, 2019

Thanks for the great review Gilbert!