CoPilot AI is a lead generation software that utilizes artificial intelligence (AI) to help sales professionals and teams reach revenue targets. Its features include social media prospecting tools, contact discovery, lead capture and nurturing, A/B testing, and AI categorization. It’s best for sales professionals and teams of any size.
CoPilot AI Pros and Cons
Needs more integrations with CRM and calendar apps
Smart inbox alerts
Follow up messages need to be personalized
Able to run multiple accounts for teams
Who CoPilot AI is Best For
- Sales professionals: Its user-friendly dashboard helps users save time by keeping all leads in one place, while its smart inbox alerts professionals which leads are open to discuss plans.
- Teams: It enables teams to run multiple accounts based on territory or opportunity. Administrators also get a complete overview of all users, campaigns, messages, and metrics, all in one place.
CoPilot AI Pricing
CoPilot AI pricing details are not provided on its website because its fees are customized. However, its website showed two products: CoPilot AI Pro for individuals and CoPilot AI Teams for organizations. According to a third-party source, its rates start at $289 per user, per month. Those interested may contact CoPilot AI to obtain detailed pricing information.
CoPilot AI Pro
CoPilot AI Pro has two plans: Comprehensive Individual and Premium Individual. The Comprehensive Individual covers one user, one campaign, 400 invites per month, and a click-and-send capability. The Premium Individual plan comes with the same functionalities and 800 invites per month. Basic features include lead tagging, follow up messages, A/B testing, a smart inbox, and a dashboard.
CoPilot AI Premium
CoPilot AI Premium offers three plans which are based on the number of connected profiles: Team of 5+, Team of 25+, and Team of 50+. All plans include unlimited collaborators, 400 invites per profile, and full platform access. Additionally, Team of 5+, Team of 25+, and Team of 50+ have one, two, and three administrator seats, respectively.
CoPilot AI Alternative
CoPilot AI Features
CoPilot AI utilizes AI technology to help sales professionals and teams identify and connect with prospective clients on LinkedIn. Here is a list of some of CoPilot AI’s features.
User-friendly dashboard and lead tagging
CoPilot AI’s dashboard is easy to use and enables users to view all leads in one place. It also allows teams to take control of their pipeline with tagging for prospects’ status and follow-ups.
Smart inbox alerts
The AI categorization capability sends an alert when a lead is interested in talking, allowing users to focus on opportunities with the highest potential returns.
Follow up messages
If the leads are not ready to discuss right now, CoPilot AI’s follow up messaging feature can re-engage them in the future, thus giving users another chance to build their sales pipeline.
New and current user support
CoPilot AI offers full-service onboarding and continuous support by email and phone. It also provides information through help and support articles, resources, and webinars. If you need a more thorough explanation of certain features, CoPilot AI gives strategy consultations with its experts.
Most Helpful CoPilot AI Reviews
Users who gave positive CoPilot AI reviews said that it is easy to understand and use. They also like its smart inbox feature, adding that it helps them manage their client discussion schedules more efficiently. On the other hand, those who left negative CoPilot AI reviews mentioned that its integration with LinkedIn needs improvement, saying that conversations sometimes do not fully load. Several others wished for it to integrate with more calendar apps and customer relationship management (CRM) software.
Users who gave positive CoPilot AI reviews said that they like its simple user-interface and that it enables them to manage sales opportunities better because they can see leads and task pipelines on one page.
LinkedIn integration needs improvement
Users who gave negative CoPilot AI reviews complained that its LinkedIn integration is not as smooth as expected. Others noted that they need to go to the LinkedIn website to reply to a message when it could have been more time-saving if they could respond directly from the CoPilot AI app.
CoPilot AI Frequently Asked Questions (FAQs)
Does CoPilot AI offer a demo?
Yes, it does. Contact them for access to its free 15-minute demo.
Which industries typically use CoPilot AI?
The software caters to all types of practices and businesses, though it is more popular among those in financial services, consultancies, recruiting and executive placement, commercial real estate, and business-to-business (B2B) industries.
Does it offer a free trial?
No, it does not.
Our Top Lead Generation Software Picks
If you aren’t sure if CoPilot AI is right for you, this article on the 13 Best Lead Generation Software for Sales is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, features, and customer support.