# Page 4 | CoPilot AI Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of CoPilot AI ## Showing most helpful reviews Showing 76-100 of 120 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 CE Chantil E. Partner/Director of Client Management Staffing and Recruiting Used the software for: Less than 6 months ### "Amazing platform and staff" July 24, 2023 5.0 Pros My rep \[sensitive content hidden\] , he is so knowledgeable and has made a huge difference for my company as far as generating leads. Cons There is nothing that I do not like about CoPilot AI. Review Source Response from CoPilot AI December 29, 2023 Thank you for your wonderful feedback! We're thrilled to hear that your representative has been instrumental in helping your company generate leads effectively. We're here to support your success, and it's great to know that you have no complaints about CoPilot AI. If you ever need further assistance or have any questions, please feel free to reach out. JM Jamison M. Portfolio Manager Financial Services Used the software for: 6-12 months ### "Prospecting for HNW Wealth Management" September 1, 2021 5.0 Staff are knowledgeable about how best to utilize the product from a strategy point of view. You are not alone in trying to figure it out. I would recommend for anyone trying to build their LinkedIn network and get meetings with your target customer. Pros CoPilot really cuts down on the grunt work associated with LinkedIn prospecting. It's a great tool to automate your outreach and increase your productivity. Cons No drawbacks with the software that I can identify. LinkedIn throttles the number of people you can reach out to but that is on LinkedIn not CoPilot. Review Source GM George M. Sales Information Technology and Services Used the software for: Less than 6 months ### "Nice Concept but fundamentally flawed product" February 29, 2020 2.0 Lead generation Pros User Interface is well designed. The concept of using a robot to reach out to prospects is interesting Cons Platform is integrated to LinkedIn which is a fundamental design flaw. Platform is dependent on a good Linkedin integration but, unfortunately the integration is poor. People quickly realize they are speaking to a Robot which is a turn off. Also, the platform lacked sophistication to identify true leads and simply automates a flawed "Brute Force" lead generation process. Garbage in >> Garbage out. The only technical value to the platform is capability to understand natural language. Ok that takes some expertise, but other than that this is NOT a Smart system. It's a waste of time and money. Many complaints about receiving Spam social media messages which is a real turn off. Review Source VR Vicki R. Prinicpal Health, Wellness and Fitness Used the software for: 6-12 months ### "Great Lead Generation Tool" August 28, 2021 5.0 My personal support person Niamh does a great job Pros Makes it easy to generate leads on LinkedIn Cons I wish I could send out more invitations, but there are now limits set on Linkedin Review Source JM Jason M. CEO Automotive Used the software for: Less than 6 months ### "A must use for Small Business" September 9, 2021 5.0 A must use for small business, and if you can get \[SENSITIVE CONTENT\] on your account that would be even better! Pros The product itself is so easy to use its amazing. It makes marketing easy for those small businesses like mine that does not have a marketing department. As good as the product is, the support is better. My contact person \[SENSITIVE CONTENT\] is so on top of her game. She helps me in areas that I have no idea about and allows me to make decisions on things I know will impact my business. Cons None. Its so easy to use and can be used however you choose to. Review Source BC Bella C. Social Media Manager Marketing and Advertising Used the software for: 6-12 months ### "Bella's Review " August 15, 2021 5.0 \[SENSITIVE CONTENT\] is THE BEST!!! I recommend CoPilot a lot but I am always sure to tell people they need to have \[SENSITIVE CONTENT\] on their account because she is so responsive, nice, and easy to talk to! Pros It's doubled my business this year, I couldn't be happier. I wish we could send out more invitations per day though to get even more leads. Cons The only thing is wanting to send out more messages to people but I still continue to have success with what I have now Review Source BS Brooke S. Mortgage Broker Financial Services Used the software for: 6-12 months ### "Mortgage Broker Review" August 23, 2021 5.0 Sam Habib has been great with customer service, always quick to reply and help out. Product itself has been great to use as well, have made many useful connections to help grow my business in a short period of time. Would highly recommend. Pros Easy to use, helps to sort out strong prospects from weak prospects and helps maximize time efficiency. Cons The amount of email notifications received (I personally check the app in the mornings so I found the emails flooded my inbox). Review Source MM Mark M. Director Sales Staffing and Recruiting Used the software for: 6-12 months ### "My opinion" August 17, 2021 4.0 Pros I like that it works behind the scenes in generating contacts and let's me focus on sales. Cons I don't have any complaints. It does what I need it to do. Review Source JT John T. Senior Partner Management Consulting Used the software for: Less than 6 months ### "Exceeded my expectations!" August 10, 2021 5.0 The main reason why I'm sticking with this tool is that it delivers leads and the people working at CoPilot are the most professional Service Providers I have ever worked with. It is faultless! Pros It works like you would hope it to work which makes it easy to use and leverage. There are lots of additional features which maximizes your ROI. Cons Everything and especially the support service is world class. I mean better than any other online service I have experienced to date. Professional, productive and polite! No complaints whatsoever. Review Source AW Alexander W. Financial advisor Financial Services Used the software for: 1-2 years ### "Advisor review" September 2, 2021 4.0 Pros Easy to start and organize. Support is very helpful. Cons The lag time between messaging coming in and being sent. Live messaging with prospects would be great. Sorting through old connections to tag is very cumbersome. Review Source MR Matthew R. Financial Planner Financial Services Used the software for: Less than 6 months ### "\[SENSITIVE CONTENT\] Is Excellent" August 26, 2021 5.0 Great Pros I enjoy that it sends automated messages out with out me having to touch it. The real highlight of my using of this software is my strategy coach \[SENSITIVE CONTENT\]. He is always quick with responses to question and makes changes for that I could probably do myself with in the hour that I ask. Cons Everyone else is doing it to. Floods the market with messaging. Review Source HS Harry S. Senior Vice President Commercial Real Estate Used the software for: Less than 6 months ### "CoPilot helps build networks on LinkedIn" April 24, 2019 4.0 CoPilot is delivering a consistent flow of high quality Linkedin connections. The process and software is easy to work with. The people have been helpful, professional and available. In my business - network building is my challenge and Copilot has given me a critical step - in one important area of my sales solicitation process Pros the consistent flow of new connections and the level of executive or entrepreneur I am reaching. Cons In my business timing is always the tipping point, so while I have connected with almost 500 people only a handful have the potential to be actual customers Review Source Response from CoPilot AI April 26, 2019 Thanks for the kind review Harry! In regards to timing, it's always tough as each business is different. Keep your eyes and ears open and I'm sure you'll land a couple new customers! NK Nicky K. Global Account Exec Information Technology and Services Used the software for: 6-12 months ### "Lead gen with Co-pilot" August 30, 2021 4.0 Pros The live interaction with \[SENSITIVE CONTENT\] has been great, especially his advice on how to get the most from the tool and where to find certain features. Cons It would be good if there was some way to integrate contact management, tagging, etc to CRM because I will manage my contacts in one place but not more than that. An app for iPhone would be nice. An ability to see some highlights about the person in the tool, scraped from Linkedin would save time. Review Source MT Morgan T. Co-Founder Computer Software Used the software for: 1-2 years ### "CoPilot has produced a strong ROI for our business" October 26, 2021 4.0 Pros Automating prospecting/outreach has ensured our team stays consistent with our marketing efforts. Cons It can be difficult to set up a campaign on your own. Often requires contacting the customer support team to make edits/changes. Luckily the customer support team is of very high quality. Review Source VR Verified Reviewer Senior Managing Director Insurance Used the software for: Less than 6 months ### "CoPilot Review " May 1, 2019 4.0 It is a great tool to create traffic on my LinkedIn! I have gotten in touch with many professionals and I would can definitely say that it is a great recruiting program for busy professionals! Pros What I liked most was that there was a convenient notes section that I could keep track of candidates from. Cons What I liked least about this software was that I needed to go to the LinkedIn site to actually reply to the message. If somehow that could be changed so I could reply directly from Copilot what would be great. Review Source Response from CoPilot AI May 2, 2019 Thanks for the review! Yes, agreed - we are working on the reply feature which should be rolled out soon. That way you can stay within the dashboard and there's no more toggling back and forth :) TS Tammi S. Brokerage Director Insurance Used the software for: 6-12 months ### "CoPilot" August 17, 2021 5.0 Pros The product is very easy to use and navigate. Cons Nothing - I had no issues so nothing to dislike. Review Source AL Adam L. President Financial Services Used the software for: Less than 6 months ### "Makes Outreach Easy" August 14, 2021 4.0 Pros Copilot has made outreach to new prospects easy by automating what would otherwise be manual and repetitive tasks. When sales is a numbers game, this helps get the numbers up, and so far has led to some interesting conversations and opportunities. The software is relatively easy to use and the customer serivce is exceptional. Cons I would like if the dashboard has more functionality (ie. being able to click through) and if it was easier to aggregate/see good leads with fewer clicks/searching. Also, a mobile app would be extremely helpful. Review Source MJ Monroe J. FOUNDER & CEO Computer Software Used the software for: Less than 6 months ### "Super" August 30, 2021 5.0 Amazing customer service, and phenomenal onboarding process. Easy, fantastic. \[SENSITIVE CONTENT\] is the bomb!! Pros Love that it automates a bunch of manual processes. Cons You can't track any who connects with you that did not come to you as a result of an invitation on linked in. Review Source BG Brian G. Financial Advisor Financial Services Used the software for: Less than 6 months ### "Three month review" August 23, 2021 5.0 Very positive, \[SENSITIVE CONTENT\] has been my support/consultant, very knowledgeable and feels like an extension of our team Pros Ease of access, regular support to refine messaging and effectiveness Cons Nothing at this point, just need to determine how effective it will be at generating new business Review Source GM Greg M. Financial Advisor Financial Services Used the software for: Less than 6 months ### "Impressive" April 23, 2019 5.0 It's been impressive. I did not expect this level of response. Everyone has been legit in the sense that they are interested in having a discussion, and often even meeting. Pros Easy to use and it gets results without much effort Cons Maybe I don't know how to fly use it, but perhaps it could be more interactive with CRM, a calendar, etc It's not perfect picking up the entire LinkedIn conversations, but I guess they are planning on fixing that. Review Source Response from CoPilot AI April 26, 2019 Thanks for the review Greg. We're working on updates over 2019 that help to integrate more with other tools such as Calendar tools. We'll make sure to update! BN Ben N. SVP Sales & Marketing Telecommunications Used the software for: Less than 6 months ### "Aye AI Captain!" August 31, 2021 5.0 Top Notch! Pros Ease of use Customer support Flexibility Cons I wish there was a mobile app, other than that, CoPilot AI is an ideal tool for low pressure prospecting! Review Source JK Jules K. Financial Planner Financial Services Used the software for: Less than 6 months ### "Jules Klose's review" August 25, 2021 5.0 It's about what I expected. Having a CoPilot rep who I speak with regularly is very helpful. Pros Being directly connected with LinkedIn Sales Navigator. Cons Haven't closed any clients through the use of the software yet. Review Source TC Thomas C. Financial Advisor Financial Services Used the software for: Less than 6 months ### "3-4 month user" August 23, 2021 3.0 It's going well but haven't had deep conversations or profits Pros Saves me time out of my day and helps me filter out my not ideal clients Cons Can be challenging to navigate at first. 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