Compare CoPilot AI and Zoho CRM 
At a Glance
Market Segments
Small-Business (75.0% of reviews)
Small-Business (61.6% of reviews)
Entry-Level Pricing
$999.00 5 user Per Month
Free
CoPilot AI
Star Rating
(97)4.5 out of 5
Market Segments
Small-Business (75.0% of reviews)
Pros & Cons
Entry-Level Pricing
$999.00 5 user Per Month
Browse all 4 pricing plansZoho CRM
Star Rating
(2,894)4.1 out of 5
Market Segments
Small-Business (61.6% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Zoho CRM excels in providing a comprehensive suite of features that cater to sales, support, and customer data management, making it a strong choice for businesses looking for an all-in-one solution. Users appreciate its scalability and affordability, noting that it offers almost all necessary features at a competitive price.
- Users say that CoPilot AI shines in enhancing productivity through its seamless integration into daily tasks. Reviewers highlight its ability to draft emails and summarize documents quickly, which significantly saves time and improves communication efficiency.
- According to verified reviews, Zoho CRM is praised for its intuitive navigation and ease of integration with other software, which helps streamline workflows. Users have mentioned that the platform's user-friendly design contributes to a smoother onboarding experience.
- Reviewers mention that CoPilot AI is particularly effective for those looking to improve their writing skills, as it provides reliable grammar and spelling checks. This feature is especially beneficial for professionals who want to enhance their communication in emails and reports.
- G2 reviewers highlight that while Zoho CRM has a lower star rating compared to CoPilot AI, it compensates with a significantly higher number of reviews, indicating a broader user base and more consistent feedback on its performance and reliability.
- Users report that CoPilot AI, despite its strengths in AI-driven assistance, faces challenges in areas like feature depth and overall performance compared to Zoho CRM, which offers a more robust set of tools for managing sales pipelines and customer relationships.
Pricing
Entry-Level Pricing
CoPilot AI
Teams
$999.00
5 user Per Month
Expand social prospecting across your team and align on messaging and strategy Save big with prepaid 6 and 12 month term deals.
- 5+ connected profiles
- Unlimited campaigns
- 400 invites per user per month
Zoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
CoPilot AI
No trial information availableZoho CRM
Free Trial is available
Ratings
Meets Requirements
8.6
69
8.4
2,460
Ease of Use
8.7
72
8.3
2,479
Ease of Setup
9.2
36
8.0
1,250
Ease of Admin
8.0
17
8.0
1,019
Quality of Support
9.2
65
7.6
2,253
Has the product been a good partner in doing business?
8.7
17
8.0
995
Product Direction (% positive)
8.3
62
8.0
2,395
Features by Category
Sales Force Automation
Not enough data
8.5
1647
|
Verified
Not enough data
8.3
876
|
Verified
Not enough data
8.2
1566
|
Verified
Not enough data
8.2
1632
|
Verified
Not enough data
7.8
1186
|
Verified
Not enough data
8.4
671
|
Verified
Not enough data
7.9
1217
|
Verified
Not enough data
8.0
1209
|
Verified
Not enough data
8.2
1323
|
Verified
Marketing Automation
Not enough data
8.0
1343
|
Verified
Not enough data
7.9
1304
|
Verified
Not enough data
8.4
1538
|
Verified
Not enough data
7.9
1126
|
Verified
Customer Support
Not enough data
8.0
1201
|
Verified
Not enough data
7.9
1204
|
Verified
Not enough data
7.9
1236
|
Verified
Not enough data
7.8
1068
|
Verified
Not enough data
8.0
1113
|
Verified
Reporting & Analytics
Not enough data
8.2
1510
|
Verified
Not enough data
8.2
1559
|
Verified
Not enough data
8.1
1055
|
Verified
Mobile & Social
Not enough data
8.1
1082
|
Verified
Not enough data
8.0
1091
|
Verified
Not enough data
8.0
1201
|
Verified
Platform
Not enough data
8.1
865
|
Verified
Not enough data
8.1
838
|
Verified
Not enough data
8.4
857
|
Verified
Not enough data
8.1
647
|
Verified
Not enough data
7.8
547
|
Verified
Not enough data
8.1
718
|
Verified
Not enough data
8.4
845
|
Verified
Not enough data
8.1
661
|
Verified
Integration
Not enough data
8.3
651
|
Verified
Not enough data
8.1
640
|
Verified
Not enough data
8.0
600
|
Verified
Generative AI
Not enough data
8.2
180
Agentic AI - CRM
Not enough data
8.0
65
Not enough data
8.3
63
Not enough data
8.1
66
Not enough data
8.0
65
Not enough data
8.3
64
Not enough data
8.3
64
Not enough data
8.3
64
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
60
Not enough data
8.3
56
Not enough data
8.4
61
Pricing
Not enough data
8.1
63
Not enough data
7.5
58
Not enough data
8.1
57
Not enough data
8.4
59
Not enough data
8.6
59
Not enough data
8.5
57
Quoting
Not enough data
8.4
59
Not enough data
8.3
53
Not enough data
8.4
54
Not enough data
8.4
56
Not enough data
8.6
53
Admin
Not enough data
8.2
90
Not enough data
7.7
84
Not enough data
8.3
87
Not enough data
8.3
84
Channels
Not enough data
8.1
58
Not enough data
7.7
53
Not enough data
8.0
50
Platform
Not enough data
8.4
90
Not enough data
8.2
86
Not enough data
8.0
78
Not enough data
8.5
89
Not enough data
8.4
91
Not enough data
8.6
20
Generative AI - cpq
Not enough data
7.4
15
Not enough data
7.5
16
Not enough data
7.7
16
Competition
Not enough data
8.7
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
8.5
55
|
Verified
Not enough data
7.9
18
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
61
|
Verified
Not enough data
8.8
59
Not enough data
8.7
45
Platform
Not enough data
8.8
65
|
Verified
Not enough data
8.9
64
|
Verified
Not enough data
8.8
58
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.8
63
|
Verified
Employee Features
Not enough data
8.9
66
|
Verified
Not enough data
8.8
68
|
Verified
Not enough data
8.8
68
|
Verified
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
8.8
13
|
Verified
8.4
72
7.9
13
|
Verified
8.8
73
8.8
15
|
Verified
8.8
73
8.8
14
8.8
73
Organization
8.0
14
|
Verified
8.6
74
8.6
13
|
Verified
8.4
73
8.3
12
|
Verified
8.6
73
Performance Analysis
8.1
15
|
Verified
Feature Not Available
8.7
13
|
Verified
8.6
75
Sales Analysis
8.3
12
|
Verified
8.4
69
7.8
10
|
Verified
8.4
73
Generative AI
9.2
10
8.3
27
9.4
6
8.1
27
Agentic AI - AI Sales Assistant
8.6
6
Not enough data
8.3
6
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
9.0
8
Not enough data
8.7
5
Not enough data
9.3
5
Not enough data
Integrated Workflows
Not enough data
8.7
161
Not enough data
8.8
157
Not enough data
8.3
146
Not enough data
8.2
142
Not enough data
8.9
155
Not enough data
8.8
153
Not enough data
8.5
148
Repeatability and Reportability
Not enough data
8.4
145
Not enough data
8.6
150
Not enough data
8.6
143
Not enough data
8.2
139
Not enough data
7.9
121
AI and Automation
Not enough data
8.3
147
Not enough data
8.5
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.5
69
Agentic AI - Sales Engagement
Not enough data
7.9
28
Not enough data
7.8
26
Not enough data
8.0
27
Not enough data
7.9
26
Not enough data
7.7
27
Not enough data
8.0
27
Not enough data
8.1
26
Customer Requirements
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.5
53
Contracts
Not enough data
8.5
51
Not enough data
8.2
48
Not enough data
8.4
51
Revenue
Not enough data
8.5
53
Not enough data
8.5
51
Not enough data
8.4
48
Platform Basics
Not enough data
8.4
98
Not enough data
8.6
93
Not enough data
8.6
97
Not enough data
8.4
89
Not enough data
8.9
57
Agentic AI - Customer Journey Mapping
Not enough data
7.1
12
Content
Not enough data
8.9
79
Not enough data
8.6
76
Not enough data
8.5
76
Not enough data
8.7
77
Not enough data
8.6
74
Collaboration
Not enough data
8.8
76
Not enough data
8.5
78
Not enough data
9.0
80
Not enough data
9.0
83
Not enough data
8.7
78
Not enough data
8.7
75
Lead Monitoring
7.8
23
|
Verified
9.0
42
7.8
22
|
Verified
8.9
42
Feature Not Available
8.7
42
Agentic AI - Lead Capture
Not enough data
7.2
27
Not enough data
7.2
27
Data Capture
Feature Not Available
8.3
42
6.8
13
|
Verified
8.5
42
6.7
14
|
Verified
8.1
42
7.4
18
|
Verified
8.3
42
Analytics
Feature Not Available
9.1
42
Feature Not Available
8.8
42
Customization
6.9
13
|
Verified
8.7
41
7.6
19
|
Verified
8.6
41
7.8
22
|
Verified
8.7
42
6.8
14
|
Verified
8.7
42
Agentic AI - Lead Scoring
Not enough data
6.4
12
Not enough data
6.7
13
Not enough data
6.7
12
Not enough data
6.8
12
Attribution
Not enough data
8.5
21
Not enough data
8.6
22
Not enough data
8.0
21
Discovery
Not enough data
8.6
22
Not enough data
8.3
21
Not enough data
8.3
22
Management
Not enough data
8.4
22
Not enough data
8.4
22
Platform
Not enough data
8.4
22
Not enough data
8.3
21
Agentic AI - Sales Performance Management
Not enough data
7.9
21
Not enough data
8.1
20
Not enough data
7.9
21
Incentives
Not enough data
8.2
154
|
Verified
Not enough data
8.4
161
|
Verified
Not enough data
8.0
153
|
Verified
Not enough data
8.4
162
|
Verified
Personalization
Not enough data
8.5
178
|
Verified
Not enough data
8.6
179
|
Verified
Not enough data
8.6
185
|
Verified
Not enough data
8.4
172
|
Verified
Administrative
Not enough data
8.5
170
|
Verified
Not enough data
8.5
174
|
Verified
Not enough data
8.4
162
Agentic AI - Email Tracking
Not enough data
7.7
30
Not enough data
7.5
29
Not enough data
7.6
30
Not enough data
7.0
29
Not enough data
7.0
30
Not enough data
7.4
30
Not enough data
7.6
29
Analytics
Not enough data
8.3
139
Not enough data
8.3
144
Not enough data
8.4
145
Customizations
Not enough data
8.7
149
Not enough data
8.8
146
Not enough data
8.8
147
Not enough data
8.7
143
Not enough data
8.6
148
Generative AI
Not enough data
7.6
59
Agentic AI - Sales Analytics
Not enough data
7.5
29
Not enough data
7.5
29
Not enough data
7.1
29
Not enough data
7.4
29
Not enough data
7.5
29
Data Sourcing
Not enough data
8.3
145
Not enough data
8.4
149
Not enough data
8.3
142
Not enough data
8.6
156
Not enough data
8.5
147
Predictive Analytics
Not enough data
8.5
147
Not enough data
8.3
139
Not enough data
8.0
124
Not enough data
8.2
130
Sales Management
Not enough data
8.5
154
Not enough data
8.3
131
Not enough data
8.5
145
Not enough data
8.8
152
Agentic AI - Sales Enablement
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
6.1
6
Content Management
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
8.0
10
Not enough data
8.8
10
Not enough data
8.2
10
Analytics
Not enough data
9.0
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Learning Management - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Enablement - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Relationship Management - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
CoPilot AI and Zoho CRM are categorized as AI Sales Assistant and Lead Capture
Unique Categories
CoPilot AI has no unique categories
Zoho CRM is categorized as Client Portal, Customer Journey Mapping, Quote-to-Cash, Sales Engagement, Sales Analytics, Email Tracking, Sales Gamification, Sales Performance Management, CRM, CPQ, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
CoPilot AI
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
22.8%
Marketing and Advertising
16.3%
Computer Software
12.0%
Information Technology and Services
5.4%
Insurance
4.3%
Other
39.1%
Information Technology and Services
16.0%
Computer Software
9.9%
Marketing and Advertising
8.8%
Financial Services
3.6%
Real Estate
3.5%
Other
58.2%
Alternatives
Discussions
When can you start booking meetings?
1 Comment
TH
Immediately!Read more
What does CoPilot AI do?
1 Comment
LW
CoPilot has not only helped me build my network of referral and business colleagues, but has also helped me find warm leads and real clients! I love that it...Read more
How do you use Copilot Ai?
1 Comment
KS
To complement my sales process & to automate how I schedule meeting with the most qualified leads from LinkedInRead more
What have you found better than ZOHO
5 Comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
Is Zoho CRM really free?
4 Comments
AP
Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has...Read more
can we create segmentation in this
3 Comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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