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 sal...
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CoPilot AI User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 53 reviews

Steven

Oppenheimer & Co Inc

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Financial Services

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed August 2021

CoPilot First Timer- Everything we needed and thensome.

CoPilot is helping us generate more leads and build a broader pipeline where we are able to foster interactions with a whole tool kit of features available on the platform. Our Account Strategist, [SENSITIVE CONTENT], has always gone above and beyond to meet our needs w/ training on the platform and is very responsive to our particular circumstances for our business helping us create a strong lead generation system from scratch, he is very much appreciated!

Pros

I love the dashboard, the scheduling of messages, being able to snooze communications w/ prospects and leads.

Cons

There are no cons about this software that we find. All is great!

Eric

American Independent Securities Group, LLC

Verified reviewer

Company size: 1 employee

Industry: Financial Services

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

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.

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.

Response from CoPilot Advisor

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

Shane

Voyageur Group LLC

Verified reviewer

Company size: 2-10 employees

Industry: Retail

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

4

Customer support

5

Functionality

5

Reviewed August 2021

Voyageur Group Review

I am very pleased so far.

Pros

The automation features. It is great to be able to customize my voice but have the sequencing automated. Love that! I love that once the automated software gets a response, I get to take over and manually communicate with prospects.

Cons

sometimes too much of a one-size fits all.

Reasons for choosing CoPilot AI

The direct outreach from CoPilot. Was great to work with a real person instead of only having SAAS

George

TechBridge

Verified reviewer

Company size: 2-10 employees

Industry: Information Technology and Services

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

4

Value for money

1

Functionality

1

Reviewed February 2020

Nice Concept but fundamentally flawed product

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.

Adam

Libertas Wealth Management Group, Inc.

Verified reviewer

Company size: 2-10 employees

Industry: Financial Services

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

4

Reviewed August 2021

A great experience for 3+ years

Phenomenal - from the top of the executive management team to the customer service. I've worked with not only [SENSITVE CONTENT] , but one other individual at CoPilot and the service has been wonderful - the people, all a dream to work with. I'm very happy to have taken the call with [SENSITVE CONTENT] years ago.

Pros

There's almost too much to mention: - Ability to customize messaging to my liking - Ability to customize when messages are sent, down to the minute - Ability to change focus/niche at any given time - The dashboard/interface is VERY easy to use - Ability to "nurture" past contacts over time, although there have been issues with this feature. - Most of all, the customer service -[SENSITVE CONTENT]has been incredible to work with.

Cons

Only one thing - the Nurture campaign has had issues and I lost a LOT of time during the implementation process due to these technological problems. We should've had it up and running no later than January, but problems with the back end of the software development took months to understand. Although everything seems to be running smoothly now (i.e - the problem WAS remedied), I wish we could've been nurturing these prospective clients back in January vs. when it actually started working.

Reasons for choosing CoPilot AI

Results - the first time we tried it, it worked... so by trying something else, we not only hurt ourselves in the short-term, but we would've been better off sticking with it.

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