# Page 2 | CoPilot AI Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is CoPilot AI the right Lead Generation solution for you? Explore 118 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

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CoPilot AI

4.6 (118)

[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/)

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Last updated March 13th, 2026

# Page 2 - Reviews of CoPilot AI

## Showing most helpful reviews

Showing 26-50 of 118 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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

NT

NUICA T.  
account payable  
Accounting  
Used the software for: 2+ years

### "various answer options"

February 5, 2025

5.0

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

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

Lucila Z.  
Freelancer  
Design  
Used the software for: 1-2 years

### "generar contenido de alta calidad de manera rápida y precisa"

September 25, 2023

5.0

Pros

Estoy encantada con CoPilot AI y su capacidad para generar contenido de alta calidad de manera rápida y precisa. Sus funciones de autocompletado inteligente y sugerencias creativas son destacables, aumentando significativamente mi productividad y calidad de trabajo. Así mismo, su facilidad de uso y la integración con otras herramientas hacen que CoPilot AI sea una herramienta imprescindible para mí.

Cons

sería interesante que pudieran incorporar una opción de idioma más amplia, incluyendo soporte para idiomas menos comunes, esto ayudaría a un grupo más diverso de usuarios a aprovechar esta increíble herramienta.

Review Source

Response from CoPilot AI

December 29, 2023

Thank you for sharing your thoughts on CoPilot AI! We're thrilled to hear that you're delighted with its content generation capabilities and productivity enhancements. We appreciate your feedback regarding language options, and we have been hard at work to update our product to include a wide variety of translation options! We look forward to continuing to work with you!

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

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

AR

Aj R.  
Executive Assistant to CEO  
Facilities Services  
Used the software for: Less than 6 months

### "Key Relationship building in a niche business "

July 24, 2023

5.0

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.

Review Source

Response from CoPilot AI

December 29, 2023

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!

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

PK

Paul K.  
President  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Finally An Outreach Tool That Works"

August 25, 2021

5.0

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.

Reason for choosing CoPilot AI

I did my homework and chose CoPilot because of my experience with \[SENSITIVE CONTENT\]. He made me trust the brand because I trusted him. And after working with \[SENSITIVE CONTENT\] I know I'm in good hands and made the right choice.

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

TJ

Tom J.  
Vice President-Agency Development  
Financial Services  
Used the software for: 1-2 years

### "CoPilot Survey"

August 27, 2021

4.0

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.

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!

JD

John D.  
President  
Insurance  
Used the software for: 1-2 years

### "Best Investment in 25 Years"

August 11, 2021

5.0

We have expanded our business globally because of CoPilot.

Pros

I started my business 25 years ago. I never believed in Marketing. I always thought word of mouth would allow steady growth. I was wrong. \[SENSITIVE CONTENT\] introduced me to Copilot in July 2020. Since then our growth has been incredible. Because of CoPilot, we cannot keep up with the demand for our services. Copilot was the best investment I ever made for Risk Logic.

Cons

There is nothing I disliked about the software. I spent most of my free time at night responding to clients.

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

TB

Todd B.  
CFP  
Financial Services  
Used the software for: 2+ years

### "Great resource"

August 31, 2021

5.0

Overall the experience has been great. My contact \[SENSITIVE CONTENT\] has been great to work with and is extremely quick to respond to my needs. He has definitely made an impact on the overall experience in a positive way.

Pros

Once you get setup, it's easy to use and basically on autopilot!

Cons

The website is just OK, but I really don't use it very much except to schedule out messages in advance.

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

CD

Craig D.  
Owner  
Executive Office  
Used the software for: 2+ years

### "CoPilot AI Is Awesome!"

September 9, 2021

5.0

Top Notch!!! CoPilot is now a very critical component of our business.

Pros

Automated LinkedIn connection requests and messaging is fantastic. And the relatively new Nurture campaign feature solidified my decision to stay with CoPilot indefinitely!

Cons

lack of platform stability when upgrades/new releases are rolled out.

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

MW

Michael W.  
Financial Advisor  
Financial Services  
Used the software for: 2+ years

### "\[SENSITIVE CONTENT\] Is the Best"

August 27, 2021

5.0

It's been great. \[SENSITIVE CONTENT\] does a great job helping me

Pros

This software is very user friendly. I enjoy it.

Cons

I'm unable to "schedule" outgoing messages for the same day.

Review Source

EN

Erica N.  
Recruiting Director  
Financial Services  
Used the software for: 2+ years

### "Great recruiting source! "

August 13, 2021

5.0

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

Review Source

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