# Page 2 | CoPilot AI Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is CoPilot AI the right Lead Generation solution for you? Explore 120 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/reviews --- CoPilot AI 4.5 (120) [View alternatives](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Page 2 - Reviews of CoPilot AI ## Showing most helpful reviews Showing 26-50 of 120 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use BT Brenton T. Senior Consultant Information Technology and Services Used the software for: 6-12 months ### "Copilot AI is like having your own personal assistant" May 5, 2025 4.0 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 AS Alex S. Sr. Internal Auditor Accounting Used the software for: 2+ years ### "Sr. Internal Auditor" February 18, 2025 5.0 Pros the convenience and ease of use of the software. Cons getting initial set up through internal IT dept Review Source MHS Mohammed Hareez S. Human Resource Financial Services Used the software for: 6-12 months ### "CoPilot AI experience" March 26, 2025 5.0 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 SK Susan K. Director of Recruiting Financial Services Used the software for: 1-2 years ### "The Essential Targeted Lead Generation Tool " August 24, 2021 5.0 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 Review Source AK Adam K. President / Sr. Financial Adviser Financial Services Used the software for: 2+ years ### "A great experience for 3+ years" August 27, 2021 5.0 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. Reason for choosing CoPilot AI Results - the first time we tried it, it worked... so by trying something else, we not only hurt ourselves in the short-term, but we would've been better off sticking with it. Review Source LZ Lucila Z. Freelancer Design Used the software for: 2+ years ### "Una herramienta muy útil para automatizar prospectos y ahorrar tiempo" May 26, 2026 5.0 Mi experiencia ha sido positiva porque me ha permitido optimizar tiempo en la gestión de contactos y seguimiento de clientes potenciales. La utilizo como apoyo en proyectos de marketing y networking profesional, y he notado una mejora en la organización y productividad del equipo. Además, la interfaz es amigable y no requiere una curva de aprendizaje complicada. Pros Lo que más me gusta de COPILOT AI es la facilidad para encontrar y conectar con prospectos de forma mucho más organizada. En marketing trabajamos con muchos contactos y campañas al mismo tiempo, y la plataforma ayuda bastante a automatizar tareas repetitivas sin perder el toque profesional en los mensajes. También me parece intuitiva y rápida de implementar en el flujo de trabajo diario. Cons Me gustaría que algunas opciones de personalización fueran un poco más amplias en ciertos apartados, especialmente para adaptar algunos procesos a distintos tipos de campañas. Aun así, cumple muy bien con lo que promete. Review Source Paul D. Co-founder and CEO Hospitality Used the software for: 2+ years ### "Maybe not a fit if you're a small business" June 4, 2022 4.0 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. Review Source Jack S. Vice President Business Development Marketing and Advertising Used the software for: 1-2 years ### "An Integral Tool As Part of My Business Development Process" August 26, 2021 4.0 Pros It allows me to contact my LinkedIn friends and prospects at scale with multiple messages for increased conversations and leads. CoPilot has allowed me to improve and better organize my business development process. It is fairly easy to use once you have some time under your belt. They also feature 1:1 product support. I have a dedicated product specialist. Cons There are some software bugs from time to time. The CRM functions need to be bolstered but they are working on that. Review Source Sabino Eduardo Q. Freelancer Graphic Design Used the software for: 6-12 months ### "funcionalidades de autocompletado y corrección de errores excepcionales" September 19, 2023 5.0 Pros Estoy encantado con CoPilot AI y su capacidad para generar código es asombrosa. Las funcionalidades de autocompletado y corrección de errores son excepcionales. Ha revolucionado mi productividad y eficiencia en el desarrollo de software. Sin duda, es una herramienta invaluable para cualquier programador. Cons sería genial si CoPilot AI ofreciera una mayor integración con otros entornos de desarrollo, como IDEs menos conocidos. Esto ampliaría su utilidad y accesibilidad. Review Source Tom V. Owner Information Technology and Services Used the software for: Less than 6 months ### "Easy and Effective tool" June 28, 2023 5.0 Pros Great & easy tool to use. The implementation process was seamless thanks to the support of the implementation consultant \[sensitive content hidden\]. He's a great listener and helps you achieve the best results for your business. Cons I can't mention any cons. I really like the tool. Review Source Response from CoPilot AI December 29, 2023 Thank you for your fantastic feedback! We're thrilled to hear that you find CoPilot AI a great and easy-to-use tool. It's wonderful to know that your implementation process was seamless with the help of \[our team, and that you have no complaints about the tool. If you ever need further assistance or have questions in the future, please feel free to reach out. We're here to ensure your continued success with CoPilot AI! SS Satwik S. Student Computer Hardware Used the software for: Less than 6 months ### "AI-- Your Code Maker" December 13, 2022 5.0 My experience was totally amazing i liked it too much but now I am also concern about my piracy...anyways I recommend this tool to a person who is learning the language and can get a sort of different idea to how to handle such situations without any errors. Pros I'm involving Copilot in Visual Studio Code with Python — and I've found it's been extremely simple to utilize and that its sneak peaks are not difficult to survey without being tyrannical or unpalatable. It doesn't have ideas for all that I compose, which is superior to it attempting to fill in code that I needn't bother with. Cons Github Copilot is best but there are some cons also like:1. sometimes it gives useless suggestions -- we should always check the code which is suggested by it rather than trusting blindly on it.2. It also makes your code lengthy their are many new methods to solve a problem but as it is developed with the help of previous versions of code it give old look in our coding environment.3. Their are also many security concerns related to it as it can see your code analyze it and can also write, the main suspense begins when you are writing a super confidential code but GitHub can seek into it. Review Source DA Deborah A. Sales Agent Insurance Used the software for: 1-2 years ### "Introduction to CoPilot" August 26, 2021 5.0 When I first started Co-pilot, I saw some results, however, I thought of quitting it. I am so glad that I did not. It is so critical for my business and this is where I get my leads from. I love the support that I get from Co-pilot and tweak what is not working for me and I am able to connect with the clients that I am trying to attract. I was referred to Co-pilot through a cold call that I received and he explained to me how he found my name. I am so thankful for this software. It has been my best marketing tool so far! I love it!! Pros I love the software because it finds potential clients for me. It narrows down the exact client base that I am searching for. I love the support that I get in helping me set up the software and manage it. Cons I love the software and feel that I do not use it to the fullest capacity; however the portion that I do use is extremely critical to me. Review Source JC Jen C. Recruiter/ Director of Culture Financial Services Used the software for: 2+ years ### "CoPilot" August 26, 2021 4.0 I think it is a good product- I do think it is a bit pricey, but there is certainly value to it. I don't like that you can't get specific as you need to through the searches- it will send the automated messages out of the parameters at times which is frustrating. Pros It's fairly easy to use, and I do get a lot of interaction through the program Cons Sometimes there are glitches and I can't get in. Sometimes the messaging goes through my LI page or my SN page, but never both so that can be confusing, as I don't go to the dashboard often, because it is slow functioning Review Source EB Eric B. Financial Planner/Financial Advisor Financial Services Used the software for: 1-2 years ### "Solid program for a critical part of my business" August 31, 2021 4.0 I've made a significant number of clients in the past year utilizing CoPilot, generating an impressive amount of revenue. Pros Compared to other similar products in the marketplace, I find this to be the best value. The stat tracking, ease of use, customer service are all outstanding. Cons I would like if it could utilize InMail, and if it automatically categorized folks into more than yes/no/maybe for interest level. I feel like the use of "AI" may be a very liberal use of the term, but again the value is tremendous. Reason for choosing CoPilot AI The right mix of price-point and features. Best value for my budget. Review Source JMN John M. N. Retirement Plan Specialist Financial Services Used the software for: 6-12 months ### "CoPilot AI Does Not Work Well" April 11, 2024 1.0 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. Review Source DW Derek W. Head of Sales Information Technology and Services Used the software for: Less than 6 months ### "\[sensitive content hidden\] is the man! " July 12, 2023 5.0 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. Review Source Response from CoPilot AI December 29, 2023 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! SH Stephanie H. Founder & CEO Professional Training & Coaching Used the software for: 6-12 months ### "Great value & resource for business owners wanting to expand their client base" August 30, 2021 5.0 Working with CoPilot AI has been an exceptional experience from the start. Their customer support team is best-in-class, offering direct and personalized attention every step of the way. I absolutely love working with \[SENSITIVE CONTENT\]. The team understands marketing trends and consumer behaviors and uses these insights to support you with the best possible strategy and approach for your business. The software is easy to navigate and use, the automations seamless which all means I don't have to spend more than a few minutes per day checking in and communicating with potential new clients. Sometimes I have more than I know what to do with! I couldn't recommend CoPilot AI enough to business owners interested in growing their professional network and client base with ease. Pros I love how seamless CoPilot integrates with LinkedIn. It's connected us to some of our best partnerships, clients, and new hires and has grown our network tenfold. Cons Nothing that I can think of at the moment. Review Source DN Destiny N. Talent Acquisition Coordinator Financial Services Used the software for: 1-2 years ### "My Copilot AI experience " August 26, 2021 5.0 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 Review Source VR Verified Reviewer Administrative Assistant Financial Services Used the software for: 1-2 years ### "Conversions may or may not happen" April 4, 2020 4.0 CoPilot does help eliminate the need for cold calling prospects. If you are pressed for time but want business, give their subscription a shot. Pros For a decent price I feel like CoPilot does give you many ok leads/prospects. I have reached out to many of these people via LinkedIn and have found that many are open to meet and listen to your sales pitch. Cons Maybe it is just the nature of my industry (finance) but while I have received many leads from Copilot, the conversion rate has been slim. Review Source RF Ramez F. VP Banking Used the software for: 6-12 months ### "Time Not Wasted" August 27, 2021 5.0 Pros The simplicity of reaching out on my behalf is what makes copilot worth it. I no longer need the hassle of writing three different messages for each and every potential prospect. Time is my greatest asset and that's what Copilot delivers, my time to do more. After all, there are only 24 hours in a day. Cons Truth be told and not Copilot's fault, but we spent the first three months finding out what works. So if there was a real issue, customizing the message is key to generating leads. Basically, you can't judge copilot the first few months because beta tests your messaging is key to see what works best for you. Review Source CW Christopher W. RIA Financial Services Used the software for: 1-2 years ### "Essential tool" August 31, 2021 5.0 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 Review Source SS Sheena S. Associate Investment Advisor Investment Management Used the software for: 6-12 months ### "Very efficient tool to generate leads." August 18, 2021 4.0 Overall I've been very happy with this tool which has initiated conversations leading to 5 new households totalling approximately $3.3M in new assets. Pros That it doesn't take much time to maintain conversations with new leads. It basically works for me in the background as I carry on with my normal day. Cons There have been some issues with glitches along the way. Snoozed prospects don't always reappear in my inbox and I have to search them to find the previous conversations. Review Source CL Corey L. Financial Advisor Financial Services Used the software for: 6-12 months ### "Co-pilot " August 25, 2021 5.0 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. Review Source Eric W. Ceo Management Consulting Used the software for: Less than 6 months ### "Great customer service for a challenging product " August 20, 2021 4.0 I definitely plan to continue using them, mainly because of the super helpful customer support and product team. I’ve given them lots of feedback about features I need, like a basic CRM and A/B testing campaigns, and they’ve taken it to heart. Pros They provide a white glove concierge service to help guide you in setting up and optimizing your campaign. As someone who doesn’t know sales or marketing, it was hugely valuable to have someone holding my hand the entire way. After a few months, I landed a big client that paid for my subscription for years. Cons The UI is clunky and doesn’t really capture what I’m trying to accomplish, I.e. generating leads and converting them to sales. Reason for choosing CoPilot AI The white glove service. They’re more expensive than the competitors but it was worth it to have someone help me with my targeting and campaigns Review Source tS tracy S. Marketing Director Financial Services Used the software for: 1-2 years ### "Very Helpful" August 11, 2021 4.0 Overall great, set & forget it tool for growing contacts. Haven't used the Nurture tool yet, though I see how it could be an amazing addition. Customer support has always been easy to contact & timely in their responses as well. Pros Ease of growing targeted connections without having to send the messages & auto-follow up myself Cons the personal follow-up messaging & filtering/grouping are both clunky Reason for choosing CoPilot AI n/a Review Source Similar Products Featured ## Related categories [Lead Management](https://www.capterra.com/lead-management-software/)[AI Sales Assistant](https://www.capterra.com/ai-sales-assistant-software/)[Lead Generation](https://www.capterra.com/lead-generation-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.