# Page 3 | CoPilot AI Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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/)

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Last updated March 13th, 2026

# Page 3 - Reviews of CoPilot AI

## Showing most helpful reviews

Showing 51-75 of 118 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JL

Jon L.  
Financial Planner  
Financial Services  
Used the software for: 2+ years

### "Great Program!"

August 28, 2021

4.0

Overall, co-pilot has been a great addition for my business. Lol 8

Pros

Automated lead generations and prospecting

Cons

Interface could use and upgrade to easier use

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

DG

Darren G.  
Managing Partner  
Financial Services  
Used the software for: 1-2 years

### "CoPilot - Great service and product"

August 11, 2021

5.0

I feel the people at CoPilot are awesome. They are diligent, smart and work for the customer.

Pros

Software works exactly as described - no issues, no problems.

Cons

The artificial intelligence portion of the software can tell me whether someone had a positive response to my solicitation or not. Not hugely useful.

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

MM

Miguel M.  
Financial Advisor  
Financial Services  
Used the software for: 6-12 months

### "Copilot expirence"

August 17, 2021

4.0

Pleased overall with the technology it has allowed me to meet with prospective clients in markets I otherwise would not have or had trouble getting into. \[SENSITIVE CONTENT\] has been a tremendous help in constantly updating and reviewing what works and what dosent and is critical in why I enjoy and find value in this tech and great to have an automated part of your business that is beneficial overall in attaining new clients

Pros

automated features and templates make it easy to use after initial set up time and trial and error and get to talk with a rep to guide use of technology and offer help and ideas to improve use of tools

Cons

the initial setup time and lagg. Found myself spending a lot of hours initially setting up tools and messages from scratch and there is a lag from message recieved via linkedin and when copilot receives it

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

SJ

Sam J.  
Managing Director  
Financial Services  
Used the software for: 1-2 years

### "Love it! "

August 26, 2021

5.0

I'm putting more meetings on my calendar with people I normally wouldn't make the time to seek out or follow up with.

Pros

It does the connection request work for me.

Cons

overall, it works well. any limitations are due to LinkedIn restrictions

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

MG

Mai G.  
Marketing  
Information Technology and Services  
Used the software for: 1-2 years

### "Good tool for LinkedIn prospecting"

March 8, 2022

5.0

Pros

Easy to set up, great customer support.

Cons

I wish there's a way to link multiple LinkedIn accounts in the same organization so that we can avoid reaching out to the same people.

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

BS

Bernd S.  
Financial Planner  
Financial Services  
Used the software for: 6-12 months

### "Fantastic!"

August 25, 2021

5.0

Excellent. Addison has been great help; very responsive and knowledgeable.

Pros

Ease of use, the dashboard gives a great overview.

Cons

It sometimes takes long to load the list when filtering. I don't seem to be able to download the notes when I download the contacts into Excel

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

RB

Rachel B.  
Associate Financial Advisor  
Financial Services  
Used the software for: Less than 6 months

### "Rachel Bass Review of CoPilot AI"

August 27, 2021

5.0

I am very happy with my experience. My account strategist \[SENSITIVE CONTENT\] has been incredibly responsive to my questions and has a cheerful attitude and mind to problem solve when I have questions. My correspondence with \[SENSITIVE CONTENT\] and use of CoPilot has been very smooth and I would gladly recommend the product to a friend.

Pros

I love how CoPilot automates the LinkedIn prospecting process. The software uses my language for prospect outreach and automates the online relationship building. CoPilot has saved me time and energy and helps me be more productive in my work!

Cons

I wish the software didn't delete the "new message" icon on my LinkedIn inbox.

Reason for choosing CoPilot AI

n/a

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

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.

Review Source

ER

Eric R.  
Financial Advisor  
Financial Services  
Used the software for: Less than 6 months

### "Co-pilot , "Unlocking the power of Linkedin""

April 23, 2019

5.0

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.

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.

Review Source

Response from CoPilot AI

May 2, 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 :)

GA

Gary A.  
Owner  
Information Technology and Services  
Used the software for: 6-12 months

### "Owner"

August 27, 2021

5.0

Pros

Easy to use. Has made a big difference. We've made on sell as a result and found lots of cross-referral partners. Customer service is excellent! If you can get Dmitrii you'll be set for life....he is awesome!

Cons

The number of contacts was a little overwhelming at first but once Dmitrii helped me find the right 'pace' it was great!

Review Source

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