# Page 3 | CoPilot AI Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of CoPilot AI ## Showing most helpful reviews Showing 51-75 of 120 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 SW Shawn W. CEO Computer Software Used the software for: 6-12 months ### "Our number one prospecting tool & lead capture" August 12, 2021 5.0 Pros I like the personal outreach abilities of the messages. They do an excellent job starting conversations. Cons I wish the platform allowed us to search contacts better at times. There are times that we click to search for a contact and it does not pull up. But we can later find it. It seems that the instant search gives up too soon especially if the date range is too broad. Review Source DM Dessi M. Account Executive Information Technology and Services Used the software for: 6-12 months ### "Great experience!" August 23, 2021 5.0 My overall experience has been great, we´ve improved our network approach and increased our audience significantly. Pros CoPilot is very easy to use, and I love the automation. Customer service is amazing, someone is always available to assist you. The ability to snooze prospects and to schedule messages for later are some of my favorite features. Cons I wish there was an easier way to save the automated messages, right there while you´re typing them. Review Source VR Verified Reviewer Chief Impact Officer Marketing and Advertising Used the software for: 6-12 months ### "Great for growing our network" September 20, 2021 5.0 Pros CoPilot was great for growing our LinkedIn audience through a more organic approach vs a heavy-handed sales approach. Cons We couldn't get as granular as we'd like in terms of who we were connecting with. Reason for choosing CoPilot AI Incredible customer service and great price. Review Source CD Chuck D. Consultant Insurance Used the software for: 1-2 years ### "Sales Navigator on Steroids" August 27, 2021 5.0 My overall experience with copilot has been great due to the support from my representative \[SENSITIVE CONTENT\]. She is responsive, attentive and extremely knowledgeable in resolving any issue that come up. She is the best!!! Pros Ease of reaching out to prospects as opposed to doing it manually. Cons Snooze feature doesn't work as it was explained. Review Source MA Mark A. CEO Marketing and Advertising Used the software for: 1-2 years ### "CoPilot AI Rocks!" August 25, 2021 5.0 It saves me time by running in the background, so I can do my other activities and still get my prospecting in each day Pros Everyone knows that prospecting must be done daily to ensure survival. CoPilotAI makes it easy to keep this in place each month Cons I would like a way to send more messages out per day or to perhaps link several CoPilot accounts together to be able to scale. Review Source FW Frank W. President Automotive Used the software for: 6-12 months ### "Co-Pilot" August 31, 2021 5.0 This product has been very useful to our organization and taught the team the value of increasing contacts. \[SENSITIVE CONTENT\] has been a great mentor to the FWSales team. This includes our summer intern and she has reflected back to her student team. Pros Number of contacts generated per month and automated touches. Cons Limit to the number of contacts per month. Review Source AD Abigail D. Marketing Manager Accounting Used the software for: 1-2 years ### "Amazing Customer Support" August 27, 2021 5.0 Positive. It has allowed us to automate our marketing efforts and has provided the support to do so effectively. Pros Its user-friendly design and seamless integration with LinkedIn. Cons Occasional bugs that have slowed us down. Review Source CL Claudia L. SVP Insurance Used the software for: 6-12 months ### "Great tool for busy BD professionals " August 20, 2021 5.0 Great client advisor as \[SENSITIVE CONTENT\] really helped make each step a success. Pros The automation makes prospecting a breeze, to increase activities and to filter out none-interested leads. It fully utilizes the filtered sales navigator leads and then them into actionable contacts. Cons I wish there is an easy plug to convert data and activities and messages into my own CRM. Reason for choosing CoPilot AI Some charge more saying they could convert the contacts into appt’s, but they only rely on Calendly which is off putting when people send that in a short message. Review Source DS DANIEL S. Financial Rep Financial Services Used the software for: 6-12 months ### "Feedback" August 11, 2021 4.0 Had a great experience, have been able to push out events, reconnect with old connections & meet some new people, clients, COI's etc. Overall I have gotten 3 new clients in a few months, multiple referrals, multiple great people showing up to my events & much more. Pros Simplicity & automation - was able to start on copilot & instantly saw wins from it. Cons Tough to sweep lists & make sure it is not going to specific people, especially in the nurture campaign. Review Source RG Ramez G. Financial Consultant Financial Services Used the software for: 6-12 months ### "CoPilot" August 17, 2021 5.0 \[SENSITIVE CONTENT\] has been extremely helpful and responsive with any problems that arose. Pros I really like the automation of CoPilot. It helped me reach a large number of leads and cut down on hours of manual work. Cons One small thing is the snooze feature. If there is an alert on the date a lead was snoozed or if it re-appears in the card view of the inbox that would be helpful. Review Source JB Jonathan B. FA Financial Services Used the software for: 2+ years ### "Great service" August 23, 2021 5.0 Great service and support - \[SENSITIVE CONTENT\] is a fantastic account manager, easy to get in touch with, and great solutions to my ideas. Pros Ease of use and connection to LinkedIn - gathering names, contact info, summaries of correspondence. Cons Proactive adoption and adaptation to meet the current demands of the market -- great innovation from a company perspective so very few negatives. Review Source TT Ted T. Owner Telecommunications Used the software for: Less than 6 months ### "CoPilot Value Review" August 23, 2021 3.0 Good initial tool. Pros Automation of connection requests. Identifying company catergory and roles/titles of contacts Cons I would prefer to respond to contacts after they've connected as well as ongoing communication directly through LinkedIn. I don't like to have to go back into CoPilot to respond to requests for information. It would be nice to move the order of the message template(s). Review Source MR Marc R. portfolio manager Financial Services Used the software for: 6-12 months ### "co-pilot." August 11, 2021 5.0 excellent. great product - solid team. Pros Easy to use. effective. works well for people who are busy and need something working for them in the background. Cons co-pilot online portal could be a little more user friendly and have less of a lag between what happens in linkedin premium and when it shows up in co-pilot. Review Source DL David L. CEO Management Consulting Used the software for: Less than 6 months ### "CoPilot AI Product Review" August 25, 2021 5.0 Finding new clients is much easier and efficient than attending in person events or sending emails myself. I really like the product. The data transfer between Navigator and AI could be faster. Overall I think it's a great platform. \[SENSITIVE CONTENT\] has been a huge help. Very friendly and quick to respond. I enjoy working with him. Pros The ease with which I can develop CEO contacts and schedule initial Zoom meetings/phone calls. Cons I think iPhone and Android app would be helpful. I also think the functionality can be made easier to use and more intuitive. For example - setting up types of tasks. This is more difficult than it needs to be. The classification by type - i.e. follow-up, meeting scheduled, etc. is critical to managing prospects. Review Source BS Brandon S. Financial Advisor Financial Services Used the software for: 1-2 years ### "Very helpful" August 26, 2021 5.0 Pros Easy to use and nice it is all on its own platform. Good support. Cons Occasional software issues as expected with a newer company. Review Source HG Haley G. FA Financial Services Used the software for: 6-12 months ### "CoPilot Review" September 9, 2021 5.0 It's been great. I plan to use it forever. Pros I love that it's doing all the heavy lifting for me and is easy to use. The messages come straight to my inbox which is very useful. It's been a great service. Cons I'm sure there could be more customizable features but overall no complaints. Review Source CP Charles P. Financial Services Executive Financial Services Used the software for: 6-12 months ### "CoPilot Review - 6 months" August 30, 2021 4.0 I'm still in the beginning stages of using it. I will know more after one year. Pros It has build up my LinkedIn contacts from appx 250 to 1200 in 6 months. It is connecting me to people I want to do business with. Cons No phone app to use on the go. Not being able to use it with the linkedIn app as far as messages. Review Source GD Gregg D. Recruiter Financial Services Used the software for: 1-2 years ### "Great tool to expand your network and get in front of recruits" August 20, 2021 4.0 Positive experience- Pros My ability to utilize my support person to get started and to continuously update and improve my searches. i was able to recruit several candidates Cons My connections were through navigator so remembering to always communicate through coPilot and not my linked in profile. Review Source VR Verified Reviewer Sr. Executive Staffing and Recruiting Used the software for: Less than 6 months ### "My experience with CoPilot" September 9, 2021 5.0 The experience has bee great thus far. My network has expanded with little up front effort. Pros I feel one of the biggest impacts is that this allows someone to expand their network using 2nd and 3rd connections. This commonality assists with creating the messaging sequence. Cons At this point there is nothing that I like the least. As with most software, there is a learning period. I am still in that period. Review Source Roshish S. Flutter Developer Information Technology and Services Used the software for: Less than 6 months ### "Great for Lead Generation" September 19, 2023 4.0 Pros Quite a simple and easy software to use. Best one out there to generate leads that minimizes many hours of hard work. Cons Nothing to complain about. There might be occasional glitches but nothing too major. Review Source Response from CoPilot AI December 29, 2023 Thank you for your positive feedback on CoPilot AI! We're delighted to hear that you find it simple and effective for lead generation. We appreciate your understanding of occasional glitches, and rest assured, our team is continuously working to enhance the platform. If you ever have any questions or need assistance, please don't hesitate to reach out. We're here to help! LS Leslie S. CEO Financial Services Used the software for: 6-12 months ### "Easy and simple" August 17, 2021 5.0 We have had a fabulous experience on linking with new potential clients whereas we would have never ever done so otherwise. Pros It is consistent with the help of my advisor to keep the leads and new contacts coming in and reconnecting with past contacts. Cons The outbox feature is slow and you can not delete if you send 2 times. Review Source CA Chantel A. Financial services professional Financial Services Used the software for: 6-12 months ### "Amazing" September 1, 2021 5.0 15/10 Pros \[SENSITIVE CONTENT\] was extremely helpful and the service is GREAT! I’ve been booking tons of meetings and it has helped me grow my business so much. Cons No cons- this is great and \[SENSITIVE CONTENT\] is my favorite. Review Source TF Thomas F. President and COO Marketing and Advertising Used the software for: Less than 6 months ### "Corner Media Feedback" August 31, 2021 5.0 Extremely positive. Great weekly assistance from our account manager. Pros Lead generation, responses to the linkedin messaging, weekly access to our account manager, and feedback of our efforts and the adjustments that were implemented. Cons Trying to find my "standard" messaages. Organizing contacts into groups for follow up. Need more training. Reason for choosing CoPilot AI Not even close. Review Source CC Constance C. CEO Consumer Services Used the software for: 6-12 months ### "CoPilot Review " August 25, 2021 4.0 Reaching out to business professionals and gaining awareness for our company. Pros It's easy to use and manage! A great way to connect with targeted leads. Cons I wish we could upload a CSV of potential leads for prospering campaigns. 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