CoPilot AI 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

CoPilot AI

4.6

(118)

Pricing

Starting at $246.00 per month

About CoPilot AI

CoPilot AI is a lead generation solution that helps businesses streamline processes related to sales prospecting, opportunity targeting, campaign generation and more. It evaluates and suggests improvements for an organization's social media profiles, facilitating online presence across various digital channels.

CoPilot AI allows businesses to target leads by examining social media profiles of prospects and identifying commonalities with existing customers. It uses artificial intelligence (AI) technology to engage leads through personalized messages and categorize/prioritize them based on responses. Additionally, users can create and run multiple campaigns to conduct A/B testing for new markets.

CoPilot AI provides administrators and managers an overview of sales prospecting activities, campaigns and other metrics on a centralized platform. Pricing is available on request and support is extended via phone, email, live chat and other measures.

CoPilot AI Screenshots

CoPilot AI Pricing and Plans

Starting price: $246.00 per month

Free Trial

Free Version

Guided

$343.00

flat rate, per month

No plan information available

Core

$246.00

flat rate, per month

No plan information available

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CoPilot AI Features

Popular features found in Lead Generation
Campaign Management
CRM
Data Import/Export
Landing Pages/Web Forms
Lead Nurturing
Lead Qualification
Lead Segmentation
Lead Verification/Validation
Pipeline Management
Reporting & Statistics
More features of CoPilot AI
A/B Testing
Access Controls/Permissions
Activity Dashboard
Activity Tracking
AI Copilot
AI/Machine Learning
AI Writing Assistant
Alerts/Notifications
Appointment Management
Autoresponders
Built-in Course Authoring
Campaign Analytics
Campaign Planning
Campaign Segmentation
Chatbot
Chat/Messaging
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Generation
Conversation Intelligence
Conversion Tracking
Customer Support
Customizable Templates
Dashboard
Data Visualization
Drip Campaigns
Engagement Tracking
For Sales Teams/Organizations
Interaction Tracking
Lead Capture
Lead Engagement
Lead Generation
Lead Management
Lead Scoring
Live Chat
Meeting Management
Monitoring
Multi-Campaign
Onboarding
One-to-One Messaging
Opportunity Management
Performance Management
Performance Metrics
Personalization
Personalization and Recommendation
Predictive Analytics
Prioritization
Process/Workflow Automation
Prospecting Tools
Real-Time Analytics
Real-time Conversations
Real-Time Data
Recommendations
Reminders
Reporting/Analytics
ROI Tracking
Sales Activity Management
Sales Automation
Sales Onboarding & Training
Sales Pipeline Management
Sales Reports
Search/Filter
Sentiment Analysis
Social Media Integration
Social Media Monitoring
Tagging
Task Management
Text Summarization
Third-Party Integrations
Workflow Management

CoPilot AI Integrations

Salesforce Platform

HubSpot CRM

Zapier

CoPilot AI User Reviews

Overall Rating

4.6

Ratings Breakdown

69%

25%

Secondary Ratings

Ease of Use

4.5

Value for money

4.4

Customer support

4.8

Functionality

4.4

Jack S.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 2 years

Review source

Reviewed August 2021

An Integral Tool As Part of My Business Development Process

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It allows me to contact my LinkedIn friends and prospects at scale with multiple messages for increased conversations and leads. CoPilot has allowed me to improve and better organize my business development process. It is fairly easy to use once you have some time under your belt. They also feature 1:1 product support. I have a dedicated product specialist.

Cons:

There are some software bugs from time to time. The CRM functions need to be bolstered but they are working on that.

Tom v.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed June 2023

Easy and Effective tool

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Great & easy tool to use. The implementation process was seamless thanks to the support of the implementation consultant [sensitive content hidden]. He's a great listener and helps you achieve the best results for your business.

Cons:

I can't mention any cons. I really like the tool.

Vendor Response

Thank you for your fantastic feedback! We're thrilled to hear that you find CoPilot AI a great and easy-to-use tool. It's wonderful to know that your implementation process was seamless with the help of [our team, and that you have no complaints about the tool. If you ever need further assistance or have questions in the future, please feel free to reach out. We're here to ensure your continued success with CoPilot AI!

Replied December 2023

John M. N.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed April 2024

CoPilot AI Does Not Work Well

Unfortunately, it was an extremely poor experience. Very slow responses, often entirely non-responsive, no professional engagement by our account manager specific to how to create a successful campaign. The only responses were to change the auto-generated question set (which of course we always exactly per CoPilot's guidance), yet there were zero lead opportunities created.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There were results on the campaign that could be easily viewed.

Cons:

After 6 months and a lot of work into customizing the target audience, creating email templates, and refining these exactly in line with CoPilot's specific recommendations, we had absolutely zero results.

Verified

Reviewer

Financial Services

51-200 employees

Used daily for less than 2 years

Review source

Reviewed April 2020

Conversions may or may not happen

CoPilot does help eliminate the need for cold calling prospects. If you are pressed for time but want business, give their subscription a shot.

Ratings Breakdown

Ease of use

Functionality

Pros:

For a decent price I feel like CoPilot does give you many ok leads/prospects. I have reached out to many of these people via LinkedIn and have found that many are open to meet and listen to your sales pitch.

Cons:

Maybe it is just the nature of my industry (finance) but while I have received many leads from Copilot, the conversion rate has been slim.

Eric W.

Verified reviewer

Management Consulting

Self-Employed

Used weekly for less than 6 months

Review source

Reviewed August 2021

Great customer service for a challenging product

I definitely plan to continue using them, mainly because of the super helpful customer support and product team. I’ve given them lots of feedback about features I need, like a basic CRM and A/B testing campaigns, and they’ve taken it to heart.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

They provide a white glove concierge service to help guide you in setting up and optimizing your campaign. As someone who doesn’t know sales or marketing, it was hugely valuable to have someone holding my hand the entire way. After a few months, I landed a big client that paid for my subscription for years.

Cons:

The UI is clunky and doesn’t really capture what I’m trying to accomplish, I.e. generating leads and converting them to sales.

Reasons for choosing CoPilot AI

The white glove service. They’re more expensive than the competitors but it was worth it to have someone help me with my targeting and campaigns

Verified

Reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 12 months

Review source

Reviewed September 2021

Great for growing our network

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing CoPilot AI

Incredible customer service and great price.

Roshish S.

Verified reviewer

Information Technology and Services

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed September 2023

Great for Lead Generation

Ratings Breakdown

Ease of use

Value for money

Functionality

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.

Vendor Response

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!

Replied December 2023

Eric R.

Verified reviewer

Financial Services

Self-Employed

Used daily for less than 6 months

Review source

Reviewed April 2019

Co-pilot , "Unlocking the power of Linkedin"

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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 :)

Replied May 2019

Harry S.

Verified reviewer

Commercial Real Estate

2-10 employees

Used daily for less than 6 months

Review source

Reviewed April 2019

CoPilot helps build networks on LinkedIn

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Vendor Response

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!

Replied April 2019

Greg M.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed April 2019

Impressive

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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!

Replied April 2019

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