CoPilot AI
CoPilot AI provides an AI-powered prospecting and sales engagement platform that helps financial advisors and other professional services firms identify, contact, and nurture potential clients through channels like LinkedIn and email. The software uses data-driven targeting and automated outreach workflows to generate qualified leads and support advisors’ business development efforts. CoPilot AI generates revenue through subscription-based SaaS plans and related services.
- Sales Engagement & Outreach
- Sales Intelligence & Prospecting
- Marketing Automation
- Revenue
- $6.0M
- Employees
- 40
- Founded
- 2016
- Headquarters
- Vancouver, Canada
What 30 Arbolus experts think of CoPilot AI
NPS scores for CoPilot AI skew positive, with the majority ranging from 8 to 10 and only one outlier at 3. Renewal intent is strong among Influencers in enterprise settings, while Users display general satisfaction but less certainty regarding renewals. Most customers are in the MoreThan1Year or LessThan1Year implementation stages, with only a single case reporting OffBoarding. Key feedback themes highlight seamless integration for Microsoft users, productivity improvements, and reduced administrative workload, offset by concerns about output quality and the need for ongoing human validation.Overall Customer Sentiment: Positive
Who reviewed CoPilot AI
- C-Suite 63% (19)
- Director 15% (5)
- Manager 22% (7)
Employer names and spend open in the full report, along with the other 27 customers.
Everything 30 customers told us about CoPilot AI.
Employer names, spend, renewal intent and every written answer behind the numbers on this page.
Sentiment
43 Net Promoter Score, from 30 scored reviews- Promoters 15
- Passives 13
- Detractors 2
Cumulative NPS by month
+0 over 5 months- May 8
- Jun 8
- Jul 8
- Aug 8
- Sep 8
Net Promoter Score across 5 reviews, accumulated up to each month. Category median 43 across 5 companies.
Praised
- Cost-Effective Alternatives
- Seamless Workflow Across Tasks
- Advanced Content Generation
- Document and Meeting Summarization
Criticised
- Integration and Implementation Gaps
- Output Quality
- Competition from Specialized AI
- Need for Human Review
What customers say
Renewal intent
Plan to renew 63%Plan to renew, by seniority
- 40% 5 answers
- 100% 1 answer
- 100% 2 answers
- 9.2/10 Average score from customers who will renew
- 7.7/10 Average score from undecided customers
Top alternatives
Most weighed by CoPilot AI customers
Report
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