Introducing G2.ai, the future of software buying.Try now
Compare CoPilot AI and Zoho CRM 
Featured Products
Sponsored
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Salesflare
Visit Website
Sponsored
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Second Nature AI
Visit Website
Sponsored
You’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Attio
Visit Website
At a Glance
Market Segments
Small-Business (76.2% of reviews)
Small-Business (62.0% of reviews)
Entry-Level Pricing
$999.00 5 user Per Month
Free
CoPilot AI
Star Rating
(88)4.5 out of 5
Market Segments
Small-Business (76.2% of reviews)
Pros & Cons
Entry-Level Pricing
$999.00 5 user Per Month
Browse all 4 pricing plansZoho CRM
Star Rating
(2,830)4.1 out of 5
Market Segments
Small-Business (62.0% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Zoho CRM excels in its Contact & Account Management with a score of 8.5, making it a strong choice for businesses focused on managing customer relationships effectively. In contrast, CoPilot AI, while offering robust features, does not have a specific score for this category, indicating a potential gap in this area.
- Reviewers mention that CoPilot AI shines in Quality of Support, achieving a score of 9.3, which is significantly higher than Zoho CRM's score of 7.6. This suggests that users may find CoPilot AI more responsive and helpful when issues arise.
- G2 users highlight that Zoho CRM's Ease of Setup is rated at 7.8, which is lower than CoPilot AI's impressive score of 9.2. This indicates that users may face more challenges when initially configuring Zoho CRM compared to the more user-friendly setup process of CoPilot AI.
- Users on G2 report that CoPilot AI's Lead Qualification feature, with a score of 7.4, is less effective compared to Zoho CRM's score of 8.8. This suggests that Zoho CRM may provide better tools for assessing and prioritizing leads.
- Reviewers mention that Zoho CRM's Sales Force Automation features, particularly in Opportunity & Pipeline Management with a score of 8.1, are well-regarded, while CoPilot AI's score of 7.2 indicates it may not be as strong in this critical area for sales teams.
- Users say that CoPilot AI's Customer Support Portal is rated at 7.8, which is lower than Zoho CRM's score of 8.0. This suggests that users may find Zoho CRM's support resources slightly more accessible and effective for resolving issues.
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
8.7
62
8.4
2,410
Ease of Use
8.8
64
8.3
2,424
Ease of Setup
9.2
28
7.9
1,194
Ease of Admin
8.0
17
8.0
1,004
Quality of Support
9.3
59
7.6
2,204
Has the product been a good partner in doing business?
8.7
17
8.0
980
Product Direction (% positive)
8.3
55
8.0
2,346
Features by Category
Sales Force Automation
Not enough data
8.5
1619
|
Verified
Not enough data
8.3
870
|
Verified
Not enough data
8.2
1543
|
Verified
Not enough data
8.2
1619
|
Verified
Not enough data
7.8
1183
|
Verified
Not enough data
8.4
665
|
Verified
Not enough data
7.9
1213
|
Verified
Not enough data
8.0
1202
|
Verified
Not enough data
8.2
1315
|
Verified
Marketing Automation
Not enough data
8.0
1332
|
Verified
Not enough data
7.9
1295
|
Verified
Not enough data
8.4
1515
|
Verified
Not enough data
7.9
1121
|
Verified
Customer Support
Not enough data
8.0
1195
|
Verified
Not enough data
7.9
1198
|
Verified
Not enough data
7.9
1232
|
Verified
Not enough data
7.8
1066
|
Verified
Not enough data
8.0
1108
|
Verified
Reporting & Analytics
Not enough data
8.2
1494
|
Verified
Not enough data
8.2
1550
|
Verified
Not enough data
8.1
1050
|
Verified
Mobile & Social
Not enough data
8.1
1078
|
Verified
Not enough data
8.0
1089
|
Verified
Not enough data
8.0
1194
|
Verified
Platform
Not enough data
8.1
854
|
Verified
Not enough data
8.1
825
|
Verified
Not enough data
8.4
856
|
Verified
Not enough data
8.1
647
|
Verified
Not enough data
7.8
547
|
Verified
Not enough data
8.1
717
|
Verified
Not enough data
8.4
837
|
Verified
Not enough data
8.1
660
|
Verified
Integration
Not enough data
8.3
648
|
Verified
Not enough data
8.1
630
|
Verified
Not enough data
8.0
596
|
Verified
Generative AI
Not enough data
8.2
178
Agentic AI - CRM
Not enough data
8.1
64
Not enough data
8.3
62
Not enough data
8.0
63
Not enough data
8.0
63
Not enough data
8.2
63
Not enough data
8.2
63
Not enough data
8.2
63
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
8.3
88
Not enough data
7.7
83
Not enough data
8.3
86
Not enough data
8.3
83
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
89
Not enough data
8.2
85
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
57
|
Verified
Not enough data
8.7
56
|
Verified
Not enough data
8.7
56
|
Verified
Not enough data
8.5
52
|
Verified
Not enough data
8.5
54
|
Verified
Not enough data
7.7
17
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
60
|
Verified
Not enough data
8.7
58
Not enough data
8.7
44
Platform
Not enough data
8.8
64
|
Verified
Not enough data
8.9
63
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
62
|
Verified
Not enough data
8.7
62
|
Verified
Employee Features
Not enough data
8.9
65
|
Verified
Not enough data
8.7
67
|
Verified
Not enough data
8.8
67
|
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
12
|
Verified
8.4
71
7.9
13
|
Verified
8.8
72
8.7
14
|
Verified
8.8
72
8.7
13
8.8
72
Organization
7.8
13
|
Verified
8.6
73
8.5
12
|
Verified
8.4
72
8.0
10
|
Verified
8.5
72
Performance Analysis
7.8
13
|
Verified
Feature Not Available
8.6
12
|
Verified
8.6
74
Sales Analysis
8.2
11
|
Verified
8.4
68
7.8
10
|
Verified
8.4
72
Generative AI
Not enough data
8.1
26
Not enough data
7.9
26
Agentic AI - AI Sales Assistant
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
Integrated Workflows
Not enough data
8.7
160
Not enough data
8.8
156
Not enough data
8.3
146
Not enough data
8.2
141
Not enough data
8.9
154
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
8.5
143
Not enough data
8.2
138
Not enough data
7.9
121
AI and Automation
Not enough data
8.2
147
Not enough data
8.4
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.4
69
Agentic AI - Sales Engagement
Not enough data
7.8
27
Not enough data
7.7
25
Not enough data
7.9
26
Not enough data
7.8
25
Not enough data
7.6
26
Not enough data
7.9
26
Not enough data
8.0
25
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
52
Not enough data
8.5
51
Not enough data
8.4
48
Platform Basics
Not enough data
8.4
96
Not enough data
8.6
91
Not enough data
8.5
95
Not enough data
8.3
87
Not enough data
8.7
54
Agentic AI - Customer Journey Mapping
Not enough data
6.7
10
Content
Not enough data
8.9
77
Not enough data
8.6
74
Not enough data
8.5
74
Not enough data
8.6
75
Not enough data
8.6
73
Collaboration
Not enough data
8.7
74
Not enough data
8.5
76
Not enough data
8.9
78
Not enough data
8.9
81
Not enough data
8.7
75
Not enough data
8.7
73
Lead Monitoring
7.8
23
|
Verified
9.0
41
7.8
22
|
Verified
8.9
41
Feature Not Available
8.7
41
Agentic AI - Lead Capture
Not enough data
7.1
26
Not enough data
7.1
26
Data Capture
Feature Not Available
8.3
41
6.8
13
|
Verified
8.5
41
6.7
14
|
Verified
8.1
41
7.4
18
|
Verified
8.3
41
Analytics
Feature Not Available
9.1
41
Feature Not Available
8.8
41
Customization
6.9
13
|
Verified
8.7
40
7.6
19
|
Verified
8.5
40
7.8
22
|
Verified
8.8
41
6.8
14
|
Verified
8.7
41
Agentic AI - Lead Scoring
Not enough data
6.1
11
Not enough data
6.4
12
Not enough data
6.4
11
Not enough data
6.5
11
Attribution
Not enough data
8.4
20
Not enough data
8.5
21
Not enough data
7.9
20
Discovery
Not enough data
8.6
21
Not enough data
8.3
20
Not enough data
8.2
21
Management
Not enough data
8.3
21
Not enough data
8.3
21
Platform
Not enough data
8.3
21
Not enough data
8.3
20
Agentic AI - Sales Performance Management
Not enough data
7.9
20
Not enough data
8.2
19
Not enough data
7.8
20
Incentives
Not enough data
8.2
152
|
Verified
Not enough data
8.3
159
|
Verified
Not enough data
8.0
151
|
Verified
Not enough data
8.4
160
|
Verified
Personalization
Not enough data
8.5
176
|
Verified
Not enough data
8.6
177
|
Verified
Not enough data
8.6
183
|
Verified
Not enough data
8.4
170
|
Verified
Administrative
Not enough data
8.5
168
|
Verified
Not enough data
8.5
172
|
Verified
Not enough data
8.3
160
Agentic AI - Email Tracking
Not enough data
7.6
29
Not enough data
7.4
28
Not enough data
7.5
29
Not enough data
6.9
28
Not enough data
6.9
29
Not enough data
7.4
29
Not enough data
7.5
28
Analytics
Not enough data
8.3
137
Not enough data
8.3
143
Not enough data
8.4
144
Customizations
Not enough data
8.7
148
Not enough data
8.8
145
Not enough data
8.7
146
Not enough data
8.7
142
Not enough data
8.6
147
Generative AI
Not enough data
7.6
58
Agentic AI - Sales Analytics
Not enough data
7.4
28
Not enough data
7.5
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.4
28
Data Sourcing
Not enough data
8.3
143
Not enough data
8.4
147
Not enough data
8.3
140
Not enough data
8.6
152
Not enough data
8.5
144
Predictive Analytics
Not enough data
8.5
144
Not enough data
8.3
136
Not enough data
8.0
122
Not enough data
8.2
128
Sales Management
Not enough data
8.5
151
Not enough data
8.3
129
Not enough data
8.5
142
Not enough data
8.8
149
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, Quote Management, 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
23.8%
Marketing and Advertising
15.5%
Computer Software
11.9%
Information Technology and Services
6.0%
Management Consulting
4.8%
Other
38.1%
Information Technology and Services
15.9%
Computer Software
9.8%
Marketing and Advertising
9.0%
Real Estate
3.5%
Financial Services
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
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
