CoPilot AI Features

Based on 12 CoPilot AI reviews and verified by the G2 Product R&D team. Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Based on 13 CoPilot AI reviews and verified by the G2 Product R&D team. Automatically calculates which leads are the most likely to become a customer.

Based on 14 CoPilot AI reviews and verified by the G2 Product R&D team. Automatically contacts all leads.

Utilizes natural language processing to set up meetings. 13 reviewers of CoPilot AI have provided feedback on this feature.

Based on 13 CoPilot AI reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 12 CoPilot AI reviews and verified by the G2 Product R&D team. Automates the entry of collected data.

Based on 10 CoPilot AI reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Based on 13 CoPilot AI reviews and verified by the G2 Product R&D team. Provides real-time coaching to sales representatives.

Based on 12 CoPilot AI reviews and verified by the G2 Product R&D team. Tracks and analyzes sales representative performance.

Based on 11 CoPilot AI reviews and verified by the G2 Product R&D team. Measure return on investment and leverage data to predict profitability of future projects.

Based on 10 CoPilot AI reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Based on 23 CoPilot AI reviews and verified by the G2 Product R&D team. Provides features to create and manage lists of potential customers

Based on 22 CoPilot AI reviews and verified by the G2 Product R&D team. Monitors form’s performance and contribution to the sales pipeline

Based on 13 CoPilot AI reviews and verified by the G2 Product R&D team. Captures form submissions from existing forms on websites or landing pages

Based on 14 CoPilot AI reviews and verified by the G2 Product R&D team. Captures leads across social media channels

Based on 18 CoPilot AI reviews and verified by the G2 Product R&D team. Captures measurable, real customer data gathered directly from a website

Based on 13 CoPilot AI reviews and verified by the G2 Product R&D team. Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter

Based on 19 CoPilot AI reviews and verified by the G2 Product R&D team. Changes colors, calls to action, or form length to personalize lead capture

Based on 22 CoPilot AI reviews and verified by the G2 Product R&D team. Provides pre-configured templates that can be customized by users

Based on 14 CoPilot AI reviews and verified by the G2 Product R&D team. Integrates with sales and marketing software solutions to transfer lead data between them

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives