# Page 5 | CoPilot AI Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - Is CoPilot AI the right Lead Generation solution for you? Explore 119 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 (119) [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 March 13th, 2026 # Page 5 - Reviews of CoPilot AI ## Showing most helpful reviews Showing 101-119 of 119 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Financial Advisor Financial Services Used the software for: Less than 6 months ### "Great Service" April 23, 2019 5.0 Very user friendly, sorts the potential customers into easy to use categories and links directly to your linkedin Pros Ease of use - all works in the background, very light on labor customer service - always on top of helping the customer results are great - instant;y seeing results in my first month Cons haven't really come into any issues yet with the software in my first month Review Source Response from CoPilot AI May 2, 2019 Tanks for the the review! We pride ourselves on our customer success and support. We partner with you on your prospecting journey! JM Justin M. Financial Advisor Financial Services Used the software for: Less than 6 months ### "CoPilot experience" August 11, 2021 5.0 \[SENSITIVE CONTENT\] has been super professional and helpful. Pros Fully automated system that does the work for me. Cons None so far...good experience. Review Source PD Patty D. CEO Health, Wellness and Fitness Used the software for: 6-12 months ### "Great Customer Service" August 17, 2021 4.0 Needed it for a prospecting/referral partner tool Pros Yulia has made the process as easy as could be. Cons Not seemless, messages can get stuck in outbox. Review Source MS Mando S. Financial Planner Financial Services Used the software for: Less than 6 months ### "Review" August 23, 2021 5.0 Pros Keeps track of messaging statistics from campaigns Cons Messages sync from linkedin somewhat delayed Review Source EB Ed B. Founder Marketing and Advertising Used the software for: Less than 6 months ### "Great tool for connecting" September 3, 2021 5.0 Pros How easy is it to set up and follow up with prospects. Cons The long time it takes to sync with Linkedin to receive or send messages. Review Source VR Verified Reviewer Wealth Manager Investment Management Used the software for: Less than 6 months ### "Well worth it" April 24, 2019 5.0 Sometimes prospects don't show and I spend quite a bit of time trying to find them. Not very good unless you're on a laptop. Tried using on iPad and phone and terrible experience. Develop an app maybe? Pros Ease of use Customer service Recommendations: when you take over they tell you what to do Platform Cons Price is a bit high. Wish I would get a little more for what I pay. Review Source Response from CoPilot AI April 26, 2019 Hello! Thanks for the review. Yes, we are working on a mobile friendly version as we know our customers use their phones a lot. Stay tuned! AC Ashley C. Sales & Marketing Executive Computer Software Used the software for: Less than 6 months ### "First 2 Months on CoPilot" August 23, 2021 5.0 Pros Easy to use, inbox is extremely simple to navigate Cons tagging system is a lot of work to keep up with Review Source JR Jaime R. Fiduciary Agent Financial Services Used the software for: Less than 6 months ### "Never knew the power of social prospecting" May 3, 2019 4.0 As a financial planner who's looking for ways to partner with tax preparers, I wanted to use Co-pilot to help me outreach to these specific professionals to custom tailor my outreach and marketing to them. Pros Dashboard is simple, clean. My connections on LinkedIn have tripled in only three weeks. Cons Getting up to speed and new on-boarding, not all messaging flows through to the dashboard, niche-specific lead searches provide results I don't want. Review Source MR Mike R. Director Information Technology and Services Used the software for: 1-2 years ### "Good product, great \[SENSITIVE CONTENT\]" September 8, 2021 5.0 \[SENSITIVE CONTENT\] was amazing. Always energetic, helpful and positive. She should get a raise!!!! Pros It's not expensive and just works. That's important. Cons I wish it could be a bit more selective in who it chooses to connect with and I could drill that down a bit more. For example: I want to target all the connections of Person X only. Reason for choosing CoPilot AI n/a Review Source MT Michael T. Case Manager Security and Investigations Used the software for: Less than 6 months ### "Great Product!!" August 25, 2021 5.0 Pros I really appreciate the logistics and analytics involved. It's great to see in real time how your connections are being made. Cons Going along the lines of the Pro, I wish that I could print off or save in a .pdf these statistics to share with my team at our meetings. Review Source VR Verified Reviewer Managing Director Financial Services Used the software for: Less than 6 months ### "CoPilot Prospecting" May 1, 2019 5.0 Greatly increasing my sales pipeline Pros I like the way the algorithms feed through to my LinkedIn and I have found the results promising. Cons I wish it integrated better, I wish I did not have jump back and forth. Review Source Response from CoPilot AI May 2, 2019 Thanks for the review! We're working on a product release that allows you to stay within the CoPilot dashboard which will make everything easier! JS Jeffrey S. Principal, CCO Financial Services Used the software for: 1-2 years ### "Fantastic Lead Gen & Networking Tool" August 15, 2021 5.0 Excellent service, excellent execution. Roughly 10 new clients attained since implementing this program over the past 20 months. Pros The software is built intuitively, easy to use, and saves a tremendous amount of time for the user. Cons N/A - This software works better than originally expected and continues to fill the need for LinkedIn connectivity. Review Source GG Girish G. CEO Management Consulting Used the software for: 6-12 months ### "Copilot for networking" August 17, 2021 5.0 Pros ease of networking which can eventually generate soft leads Cons search features within database are limited Review Source SK Steven K. owner Marketing and Advertising Used the software for: Less than 6 months ### "Good Product" April 23, 2019 5.0 Very good communication between companies. Pros Easy to use and very friendly in reporting data Cons Nothing to report. I would like to see a bit more data but I know its hard to capture all. Review Source Response from CoPilot AI May 2, 2019 Wow thanks for the amazing review, Steven! GM Gilbert M. Regional Director Financial Services Used the software for: Less than 6 months ### "Copilot is great!" April 23, 2019 5.0 Pros Very easy to use and monitor. Keeps me informed about the status of all prospects. Cons A few glitches in the beginning setting up with Linked In but we got it figured out. Review Source Response from CoPilot AI May 2, 2019 Thanks for the great review Gilbert! JK Justin K. Sales & Marketing Manager Information Technology and Services Used the software for: Less than 6 months ### "Excellent tool!" August 31, 2021 5.0 Pros Whilst it has taken a little bit of time to get used to utilizing and maximizing the impact of it, I would say that I am extremely happy with what it is able to do for me/our business. The automated ease, once set up, is priceless. Cons Lack of customization in the fields that you can pull from the client profile. I believe it currently only allows first and last name, instead of using company names, titles etc. Review Source NN Navneet N. Developer Computer Software Used the software for: 1-2 years ### "The Copilot AI review" October 13, 2022 4.0 Overall a great too to boost up your linkedin. Pros I kind of like CoPilot AI it helped me a lot to grow my linkedin profile. It is easy to use and is very userfriendly. Cons The only con that I find about copilot is the pricing. Like you can say the price is a bit high. Review Source BH Brady H. Financial Advisor Financial Services Used the software for: Less than 6 months ### "Very good software, systems, and expertise" September 3, 2021 5.0 The expertise from our account executive, \[SENSITIVE CONTENT\], is very good. Pros Easy to use, generates quality prospects Cons I wish the program could automatically schedule appointments without using calendly Review Source PS Peter S. President Construction Used the software for: Less than 6 months ### "Pete Sacco Review" August 23, 2021 4.0 Good so far... Pros Profile segmenting and the ability to use unique content for each Cons There is often a lag between updates in records 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.