Ratings Breakdown
User Reviews Overview
Feature Ratings
Ease-of-use
4.5 / 5
Value for Money
4.0 / 5
Customer Support
5.0 / 5
Functionality
4.5 / 5
Pros
"I like the way the algorithms feed through to my LinkedIn and I have found the results promising. "
"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"
"User Interface is well designed. The concept of using a robot to reach out to prospects is interesting"
Cons
"Needed more help in responding more quickly to the "interested" leads. "
"Nothing to report. I would like to see a bit more data but I know its hard to capture all."
"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"
CoPilot Advisor Reviews
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April 2019
Eric from American Independent Securities Group, LLC
Company Size: 1 employee
Industry: Financial Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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
Replied May 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 :)
April 2020
Anonymous
Company Size: 51-200 employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
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.
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.
February 2020
George from TechBridge
Company Size: 2-10 employees
Industry: Information Technology and Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
1.0
Functionality
1.0
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.
April 2019
Harry from Jonathan Barry & Associates Inc.
Company Size: 2-10 employees
Industry: Commercial Real Estate
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
3.0
Customer support
4.0
Functionality
4.0
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
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

Response from CoPilot Advisor
Replied April 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!
May 2019
Anonymous
Company Size: 1,001-5,000 employees
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
May 2019
CoPilot Review
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.

Response from CoPilot Advisor
Replied May 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 :)
April 2019
Greg from FMG Financial Services
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
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.
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.

Response from CoPilot Advisor
Replied April 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!
April 2019
Anonymous
Company Size: 1 employee
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Well worth it
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.

Response from CoPilot Advisor
Replied April 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!
April 2019
Anonymous
Company Size: 51-200 employees
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Great Service
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

Response from CoPilot Advisor
Replied May 2019
Tanks for the the review! We pride ourselves on our customer success and support. We partner with you on your prospecting journey!
May 2019
Anonymous
Company Size: 1 employee
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
May 2019
CoPilot Prospecting
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.

Response from CoPilot Advisor
Replied May 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!
April 2019
Steven from Sunrise Premiums
Company Size: 2-10 employees
Industry: Marketing and Advertising
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Good Product
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.

Response from CoPilot Advisor
Replied May 2019
Wow thanks for the amazing review, Steven!
May 2019
Jaime from Jaime Rios Financial Services Inc.
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
5.0
Functionality
4.0
May 2019
Never knew the power of social prospecting
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.
April 2019
Gilbert from Money Concepts
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Copilot is great!
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.

Response from CoPilot Advisor
Replied May 2019
Thanks for the great review Gilbert!