# CoPilot AI Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CoPilot AI Software - reviews, pricing plans, popular comparisons to other Lead Generation products and more.

Source: https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard

---

# 

 CoPilot AI Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

CoPilot AI

## What is CoPilot AI?

CoPilot AI is a sales enablement platform that uses AI to streamline how B2B teams identify, engage, and convert high-value prospects. Built for B2B sales teams, CoPilot AI helps you: - Discover high-intent leads that align with your ideal customer profile, and prioritize your connection requests according to the prospects' likelihood to respond - Leverage communication insights to tailor your outreach style to each prospect. Automate personalized, AI-generated messaging that drives engagement and conversion By combining intelligent prospecting with conversion-focused workflows, CoPilot AI accelerates pipeline growth and helps teams book more qualified meetings.

## What is CoPilot AI used for?

[Lead Generation](https://www.capterra.com/lead-generation-software/)[Generative AI](https://www.capterra.com/generative-ai-software/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/)

Top alternative

Featured

Overall rating

Based on 118 user reviews

Reviews sentiment

Positive

94%

Neutral

2%

Negative

4%

Starting price

$343

Flat Rate, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### CoPilot AI

4.6 (118)

VS.

[5.0 (10)](https://www.capterra.com/p/10016583/CoSupport-AI/#reviews)

Starting Price

$343

Flat Rate, Per Month

Starting Price

$99

Per Feature, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (118)

Ease Of Use

4.9 (58)

Value For Money

4.4 (112)

Value For Money

4.9 (52)

Customer Service

4.8 (114)

Customer Service

4.9 (49)

## CoPilot AI alternatives

[4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

Starting price

$19.00

Per User, Per Month

[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

[4.3 (710)](https://www.capterra.com/p/75130/Marketo-Lead-Management/reviews/)

Starting price

Contact vendor for pricing

[4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/alternatives/)

## Who uses CoPilot AI?

Based on Capterra reviews from the past 5 years

Talk to a software expert

to get a free software list  
tailored to your business needs

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Prospecting Tools

4.6 (73)

72.60% of 73 reviewers that rated this feature as important or highly important

Tools designed to streamline the process of lead generation and management for sales teams

Lead Capture

4.4 (70)

67.14% of 70 reviewers that rated this feature as important or highly important

Automatically identify and save contact information of potential customers

Lead Nurturing

4.5 (64)

60.94% of 64 reviewers that rated this feature as important or highly important

Engage with a lead throughout the sales process by actively providing information

Contact Database

4.3 (58)

53.45% of 58 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Data Import/Export

4.1 (54)

50.00% of 54 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Contact Management

3.9 (9)

66.67% of 9 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

CoPilot AI 78 features

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Generates and edits text using machine learning

Software program that continuously adjusts its behavior based on observed data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage various aspects of appointments including booking, rescheduling, canceling

Create and automatically send premade copy in response to customer messages

Tools that allow users to create and publish courses and course material/content

Track and interpret campaign performance metrics

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Plan and strategize marketing campaigns

Communicate using direct chat or messages within the system

AI-based platform which conducts a conversation via auditory or textual methods

Manage and track all internal and external communication conducted via calls, email, text, or chat

Configure existing workflows to meet your organization's needs

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Generative AI can be employed to generate content in different forms, such as text, images, music, and videos

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Provide online support for your customers through live chat or help desk functionality

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Graphical representation of data

Send automated marketing emails based on user actions over a predetermined period

Tracks metrics that provide insight into how a user interacts with any interface or product

Caters to sales teams

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Ability to chat online in real time

Manage the process of planning and scheduling meetings, including agenda creation

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage multiple campaigns in one system

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Send personal messages to clients or attendees

Track all opportunities for potential sales and convert them into recurring revenue

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Adjust communications based on previous interactions or personal preferences

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Predict future data based on historical data sets

Arrange tasks based on the level of priority or urgency

Streamlining repetitive tasks and activities through automated and predefined workflows

Tools designed to streamline the process of lead generation and management for sales teams

Analyze and gain insights into data in real-time

Send and receive messages in real-time via an online communication channel

Receive data and information in real time

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Define, track, and/or automate sales activities and sales processes

Automate processes to manage leads, contacts, opportunities and sales activities

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Search and filter data across systems to locate required information by entering keywords or certain criteria

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Generate a summary of short or long form text

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.4 (118)

4.4

Based on 118 reviews

## Pricing

Value for money

4.4 (112)

[View pricing plan details](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/pricing/)

Guided

$343.00

Flat Rate,Per Month

Core

$246.00

Flat Rate,Per Month

Value for money

4.4 (112)

4.4

Based on 112 reviews

## Integrations

[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (114)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (114)

4.8

Based on 114 reviews

## User reviews

Overall rating

4.6

Based on 118 reviews

Filter by rating

5(81)

4(30)

3(2)

2(1)

1(4)

Mentioned topic

Sorted by most recent

JK

Justin K.

Teacher and Technology Coach

Primary/Secondary Education

### "AI with a different point of view"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

September 24, 2025

My overall experience has been positive because it is a flexible system that has easy tools pre-built into the system that allows for different modes of search and content creation.

Pros

I like the CoPilot offers an alternative format to AI that is different from many of the other AI tools available.

Cons

I don't like that sometimes results can be time consuming, and it doesn't always adjust to requests quickly especially when working with images and graphics.

Switched from

[Perplexity](https://www.capterra.com/p/10014721/Perplexity/)

[Claude](https://www.capterra.com/p/10011218/Claude/)

[Gemini](https://www.capterra.com/p/10020130/Gemini/)

[ChatGPT](https://www.capterra.com/p/10009334/ChatGPT/)

[Adobe Firefly](https://www.capterra.com/p/10012410/Adobe-Firefly/)

I was looking for a user-friendly tool that offered free image generation, and this fit the bill.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TB

Tom B.

Owner

Accounting

### "Dont use this service"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

September 11, 2025

Terrible experience - wasted time and money

Pros

None nothing good Just promise after promise

Cons

No positive results Expected by month three 7-10 meetings booked

Alternatives considered

[Google Drive](https://www.capterra.com/p/161425/Drive/)

Reasons for choosing CoPilot AI

Have no clue Was sokd on ability but automation doesnt work

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MC

maza c.

Consulting

Consumer Services

### "CO-PILOT AI"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

June 5, 2025

Overall, Copilot AI has been a valuable tool for growing your network and reaching new leads on LinkedIn. It saves so much time which is super important if your a busy person like myself between working for a large company and having your own e-commerce business. You need all the tools to makes things go smoothly.

Pros

Copilot AI is a total game changer for LinkedIn hustling. It takes all the boring grunt work out of finding leads and hitting people up, so you can actually focus on having real convos and closing deals.

Cons

The learning curve can be a bit steep for new users, especially when setting up more advanced campaigns. Sometimes the integrations with LinkedIn can be a bit finicky due to platform changes.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MR

Martin R.

Director

Computer Software

### "Shady Billing Practices and a Frustrating Experience"

1.0

Overall Rating

1.0

1.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

2.0

2.0

Likelihood to Recommend

0/10

May 26, 2025

I signed up for CopilotAI hoping it would streamline my outreach, but the platform turned out to be more of a headache than a help. But the worst part? They auto-renewed my subscription without any warning — no email reminder, no notification, nothing. When I contacted support about it, they flat-out refused to issue a refund, even though I hadn’t used the service during the new billing period. It feels dishonest and incredibly disappointing, especially for a company that markets itself as helping businesses grow. If you’re thinking about signing up, be very careful — and definitely read the fine print. I won’t be coming back. They refused to issue a refund.

Pros

I gained a lot of new connections, but unfortunately, most of them weren’t relevant or valuable to my business goals.

Cons

In reality, CopilotAI is basically a LinkedIn spam machine. Most of the messages it sent out got negative or no responses, and instead of helping me build relationships, I think it actually hurt my professional image. I ended up looking more like a spammer than a serious business contact — definitely not what I signed up for.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BT

Brenton T.

Senior Consultant

Information Technology and Services

### "Copilot AI is like having your own personal assistant"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

May 5, 2025

CoPilot AI is like having your own personal assistant. You can ask it questions about a topic or ask for help writing out some paragraphs. It really expedites my everyday tasks.

Pros

Copilot AI is a great tool to aid in your everyday work. Its like having your own personal assistant.

Cons

It took a while and a few try's to get the answers and responses I wanted out of CoPilot, however once you start using it more and more you work out the best prompts to use

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MS

Melissa S.

Supervisor

Insurance

### "Supervisor"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 17, 2025

I have loved using this in my team meetings, one to ones and to summarize information to prepare for audits and for presentation. It makes my work so much easier.

Pros

It has been extremely helpful in our preparation for a state audit that we have coming up. Not only can it help to add spice and increased impact in writing, but also is able to organize the items underneath the proper heading that you assign. I had to do several staff interviews and it recorded these interviews. Then was able to allow me to put this into an improved formatting. Has saved me hours of work!

Cons

I needed someone to show me how to use for the first time, but after this it was honestly very easy to use.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DB

Dan B.

Ceo

Marketing and Advertising

### "Don’t use Growpilot | spend your money elsewhere"

1.0

Overall Rating

1.0

1.0

Ease of Use

3.0

3.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

April 14, 2025

Growpilot was supposed to be an answer to finding qualified leads in top funnel outreach on LinkedIn. What I got was the opposite. From the jump, it was clear they didn’t take the time to understand what I do. I work in a nuanced space—advertising, production, branding—and the language, tone, and context are everything. They never learned the vocabulary, never studied my competitors, never adapted to my field. Instead, they sent out bland, misaligned messaging that attracted mostly spam accounts, people looking for jobs, or connections totally unrelated to my business. Not a single qualified lead. To make matters worse, I cycled through four account managers in six months. Each one disappeared with no warning. One day I’d be sharing updates, decks, and writing—and the next, their email would bounce. It was constant backtracking, onboarding new people, re-explaining everything. And even when I did my part—religiously providing materials, status updates, insights from my end—it felt like I was just shouting into the void. No one internalized anything. The work felt lazy. Zero research. Zero learning. Zero strategy. And I was locked into a contract (plus theSales Navigator account) for six months that all in ran me around $10000. That’s money that I could’ve used it to actually grow my business elsewhere. I raised my concerns professionally and repeatedly. I gave them a chance to fix it—asked for either a refund or a real redo, where they actually put in the effort. They gave me two more months of the same ineffective work. All in, it was one of the most frustrating vendor experiences I’ve ever had. This service wasted my time, wasted my money, and left me worse off than when I started. I strongly recommend thinking twice before signing on. If your time and brand matter to you, look elsewhere.

Pros

The initial pitch was compelling, but beyond that not very much at all. It was a bad service.

Cons

The execution was a disaster. They never truly understood my business, didn’t learn the language or context of my industry (creative services, advertising, entertainment), and made no effort to adapt or improve. •The leads were extremely rare and when something finally came up on my calendar, it would be wildly unqualified—mostly spam accounts, job seekers, not B2B buyers. •I lost multiple account managers without warning. Emails just started bouncing one day. No continuity, no communication. •Despite me consistently sharing updates, decks, writing, and doing my part, they seemed to do no research, no competitor analysis, and offered no actual strategy or improvement. •I was locked into a six-month minimum (plus the cost of Sales Navigator), and it yielded zero ROI. •When I raised concerns, they gave me a couple more months of the same ineffective service as a “solution.”

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MH

Mohammed Hareez S.

Human Resource

Financial Services

### "CoPilot AI experience"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

March 26, 2025

My overall experience with copilot AI is wonderful

Pros

The most i like about CoPilot is its really helpful with everything

Cons

There is no any cons about copilot AI but sometimes its not catching what we are trying to say

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AS

Alex S.

Sr. Internal Auditor

Accounting

### "Sr. Internal Auditor"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

February 18, 2025

Pros

the convenience and ease of use of the software.

Cons

getting initial set up through internal IT dept

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

NT

NUICA T.

account payable

Accounting

### "various answer options"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 5, 2025

I learned many new expressions from this program

Pros

very useful, i use this application every day

Cons

various answer options, intuitive and helpful

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/reviews/)

Popular comparisons

[Gemini vs CoPilot AI](https://www.capterra.com/compare/185258-10020130/CoPilot-Prospecting-Dashboard-vs-Gemini)[Simplified vs CoPilot AI](https://www.capterra.com/compare/185258-237334/CoPilot-Prospecting-Dashboard-vs-Simplified)[Pipedrive vs CoPilot AI](https://www.capterra.com/compare/132666-185258/Pipedrive-vs-CoPilot-Prospecting-Dashboard)[Agile CRM vs CoPilot AI](https://www.capterra.com/compare/135148-185258/Agile-CRM-vs-CoPilot-Prospecting-Dashboard)

[Spotler CRM vs CoPilot AI](https://www.capterra.com/compare/88929-185258/Really-Simple-Systems-CRM-vs-CoPilot-Prospecting-Dashboard)[Salesflare vs CoPilot AI](https://www.capterra.com/compare/149522-185258/Salesflare-vs-CoPilot-Prospecting-Dashboard)[Lusha vs CoPilot AI](https://www.capterra.com/compare/185258-198383/CoPilot-Prospecting-Dashboard-vs-Lusha) 

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