I like the way the algorithms feed through to my LinkedIn and I have found the results promising.

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

It's a waste of time and money. Many complaints about receiving Spam social media messages which is a real turn off.

I definitely plan to continue using them, mainly because of the super helpful customer support and product team.

For a decent price I feel like CoPilot does give you many ok leads/prospects.

Sometimes prospects don't show and I spend quite a bit of time trying to find them.

I love how seamless CoPilot integrates with LinkedIn. It's connected us to some of our best partnerships,  clients, and new hires and has grown our network tenfold.

Excellent service, excellent execution. Roughly 10 new clients attained since implementing this program over the past 20 months.

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.

I have to say so far, so good. My lead generation is set up automatically to save time, and if I have questions or things I like to improve, I can always send a request.

I like the personal outreach abilities of the messages. They do an excellent job starting conversations.

Sometimes the messaging goes through my LI page or my SN page, but never both so that can be confusing, as I don't go to the dashboard often, because it is slow functioning.

Very user friendly, sorts the potential customers into easy to use categories and links directly to your linkedin.

Not seemless, messages can get stuck in outbox.

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.

When sales is a numbers game, this helps get the numbers up, and so far has led to some interesting conversations and opportunities.

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.

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.

My overall experience has been great, we´ve improved our network approach and increased our audience significantly.

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.

My overall experience with Copilot AI has been great. My account strategist, [SENSITIVE CONTENT], is quick to assist when I reach out and always so kind.

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.

Great service and support - [SENSITIVE CONTENT] is a fantastic account manager, easy to get in touch with, and great solutions to my ideas.

What I liked most was that there was a convenient notes section that I could keep track of candidates from.

Overall I've been very happy with this tool which has initiated conversations leading to 5 new households totalling approximately $3.3M in new assets.

My overall experience with Copilot AI has been great. My account strategist, Jonathan Grall, is quick to assist when I reach out and always so kind.

Found myself spending a lot of hours initially setting up tools and messages from scratch and there is a lag from message recieved via linkedin and when copilot receives it.

Everyone has been legit in the sense that they are interested in having a discussion, and often even meeting.

I love the integration with LinkedIn Sales Navigator. I find it works well to identify people who would be a great contact for my business.

Tried using on iPad and phone and terrible experience.

I don't like to have to go back into CoPilot to respond to requests for information.

He has really put a great deal of effort into ensuring my campaigns succeed.

User Interface is well designed. The concept of using a robot to reach out to prospects is interesting.

Ease of use - all works in the background, very light on labor. Customer service - always on top of helping the customer.

CoPilot is delivering a consistent flow of high quality Linkedin connections. The process and software is easy to work with.

Easy to use, helps to sort out strong prospects from weak prospects and helps maximize time efficiency.

Easy to use and very friendly in reporting data.

SENSITIVE CONTENT] has been a huge help. Very friendly and quick to respond.

Custom fields, call logs, integration with Google Calendar and email just really round out this product. Support is fantastic as well.

I rate the tool's usability as bad, lots of buttons that do the same thing, and lots of unstructured information on the screen.

The support and attitude of Sharpspring has been brilliant and they are a pleasure to deal with.

Calendar Schedule - So you only get one calendar schedule for sales, so for example if you have multiple links for scheduling time on your calendar you cannot customize more than 1. Very frustrating.

Working with SharpSpring has been a pleasure. The product has been easy to learn and use, and their team has been awesome in supporting us along this journey.

The ease of implementation and onboarding for new users is terrific and the clever way SharpSpring uses visual workflows to automate the system is genius.

The constant failure of the system, the automations fail. They are not fixing the bugs.

It's also been a game-changer for our B2C clients, who are able to personalize and segment their marketing efforts to specific customers, and have seen great growth in engagement and revenue.

The lack of integrations across more common softwares makes it difficult to integrate for every client we work with.

Overall, I'm very happy with my expereince with SharpSpring. I think it is a functional tool that is easy to use and it feels good to have check lists and to do's that are easy to set up.

Support has been outstanding. Each and every member of their team is incredibly helpful and honest.

When I have a question or need advice on the best way to do something, their customer support team is always responsive and helpful.

Easy to use, great functionality, support is amazing, and webinars are very informative.

The customer support is amazing, too. Whenever I have a question or run into an issue, they are always SO quick to respond with a helpful answer.

The ease of use is great. It is an intuitive platform that allows for quick implementation and roll-out of automated marketing initiatives.

Custom reports are not custom (you cannot filter by custom fields, for example). Reporting in SharpSpring is very poor.

We have integrated Sharpspring with other software systems which has been seamless and has allowed us to develop a really powerful platform.

I recommend it because it is a complete platform. Impeccable support and help and a lot in the growth of my clients' business.

And for new users and administrators, SharpSpring support is AWESOME. I can't say enough about how responsive and helpful everyone is.

Amazing marketing tool, amazing price, and would highly recommend to any business to business sales team.

SharpSpring was very attractive thanks to its integration and customization abilities. Now that's we've begun using it, we appreciate that the software is easy to learn and easy to use.

Customer service is probably the best thing about this product. The team there are extremely helpful and always know how to help.

Working with SharpSpring has been a successful and straightforward relationship where we have been supported on every step of our journey.

So far our experience has been fantastic. Great product and responsive support and forward looking development roadmap.

The campaign manager is a great tool, it allows you to effectively track your leads and determine where they came form. To top it off, the support team is phenomenal.

We were drawn to Sharp Spring because of their business model that focused more on supporting agencies and offered a great pricing model.

They are very professional, responsive and provide solutions to any issue you may have. I can always count on the support team to provide quick and easy solutions when I am having difficulties.

The pricing is great when you compare to others with similar functionality and they go from strength to strength.

The integration with Instagram is the only part which we are really missing.

We understand that data accountability is an issue in the marketing automation industry as a whole, but SharpSpring is especially terrible at this.

The best part is the automation--triggers and the ability to build out a complex program make a big difference in efficacy and efficiency.

I find the ease of using the system and support provided, superior to other products. They integrate with most of the key 3rd party systems my company works with.

Some nuance to the user interface and limitations with exporting results. Realizing full potential may mean reworking your workflow entirely to abandon central tools.

The support has been excellent, and I'm impressed with the documentation and training that is available.

I love the great e-mail marketing campaigns, show the statistical analysis of the conversions through each campaign, and find what clients are clicking, viewing, and making them convert.

Their recently launched Book Me/Meeting feature is an awesome addition to the interface, and I'm excited to start using it.

US Dollar

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.



LongDescription

A/B Testing

Lead Capture

Multi-Campaign

ROI Tracking

Data Import/Export

Campaign Segmentation

Lead Generation

Contact Management

Activity Dashboard

Alerts/Notifications

Chat/Messaging

Customizable Templates

Lead Nurturing

Campaign Analytics

Campaign Management

Prospecting Tools

For Small Businesses

Contact Database

Windows XP

Mac OS

Web browser (OS agnostic)

Windows 8

Windows 10

Level up your social prospecting every step of the way with enhanced services. Our Account Strategists work with you to develop your campaign and strategy.

Volume-based pricing available for teams. Whitelabel offering also available.

Save big with 6-month and 12-month term deals,

Email/Help Desk

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

CoPilot AI

Live Online

Webinars

Documentation

Videos

At Constant Contact, we deliver for small businesses with powerful tools to simplify and amplify digital marketing. Constant Contact Lead Gen & CRM (formerly SharpSpring) is a marketing and sales platform developed to help businesses build their pipeline, nurture leads and close more deals.  Our tools are designed to help you attract the right leads, nurture them with personalized content, and grow your business with better conversion.

Attract
- Get hot leads faster with email & social marketing, plus retargeting ads. Score leads automatically based on their activity and seamlessly pass them to sales.

Nurture
-  Deliver the right message to the right people, at the right time. With a flexible centralized CRM and infinitely customizable automations, tasks like nurturing leads and sales follow-ups are easier than ever.

Grow
- Manage more effectively with insights and real-time analytics that connect marketing spend to sales results, pipeline, and revenue.

Real Time Analytics

AB Testing

Sales Analytics

Multi-Channel Marketing

Social Marketing

Activity Tracking

Customer Segmentation

Subscription Management

Drip Campaigns

Real-Time Monitoring

Sales Pipeline Management

Marketing Calendar

Campaign Tracking

Lead Distribution

Pipeline Management

Customer Database

Customizable Fields

Content Library

Sales Trend Analysis

Campaign Scheduling

Template Management

Email Tracking

Campaign Planning

Email Templates

Email Distribution

Content Management

Lead Management

Email Marketing

List Management

Sales Reports

Real Time Data

Performance Metrics

Channel Management

Click Tracking

Marketing Automation

Landing Pages/Web Forms

Social Media Integration

Lead Segmentation

Real-Time Notifications

Forms Management

Behavior Analytics

Customizable CTAs

Workflow Management

Email Management

Source Tracking

Dynamic Content

Event Triggered Actions

Visual Analytics

Customization

Reporting & Statistics

Predictive Analytics

Segmentation

Reminders

Visitor Tracking

Website Visitor Tracking

Image Library

Conversion Tracking

Multi-Channel Attribution

Interaction Tracking

Dashboard

Web Forms

Customer Journey Mapping

Real Time Reporting

Customizable Branding

Behavior Tracking

Reporting/Analytics

Lead Qualification

Post Scheduling

Customizable Forms

Client Management

Drag & Drop

Social Promotion

Auto-Responders

Pipeline Reports

Third-Party Integrations

Task Management

Live Chat

Search Marketing

Multivariate Testing

Search/Filter

For Startups

"Lead Gen & CRM (formerly SharpSpring) pricing starts at $449/month. Please contact Constant Contact directly for further pricing information.

CoPilot AI vs Lead Gen & CRM (formerly SharpSpring)

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