--- title: Copilot for Sales Reviews meta_title: 'Copilot for Sales Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 23 reviews by the users' company size, role or industry to find out how Copilot for Sales works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 23 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Copilot for Sales Reviews **Vendor:** Microsoft **Category:** [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) **Average Rating:** 4.2/5.0 **Total Reviews:** 23 ## About Copilot for Sales Copilot for Sales is a seller experience app that automatically captures Office 365 and Microsoft Teams data into any CRM tool, eliminating manual data entry to help you focus on selling ## Copilot for Sales Pros & Cons **What users like:** - Users appreciate the **automated action items** feature, making meeting follow-ups and preparations effortless with AI-generated summaries. (1 reviews) - Users value the **seamless integration with Microsoft 365** , enhancing their workflow and meeting preparation significantly. (1 reviews) - Users value the **automation** features of Copilot, enhancing productivity with smart meeting summaries and preparation tools. (1 reviews) - Users appreciate the **ease of use** of Copilot for Sales, benefiting from its seamless integration with Microsoft 365. (1 reviews) - Users appreciate the **seamless integration with Microsoft 365** , enhancing productivity across familiar applications like Outlook and Teams. (1 reviews) **What users dislike:** - Users frequently face **accuracy issues** with Copilot for Sales, leading to invented facts and misleading summaries. (1 reviews) - Users experience **dependency issues** with Copilot for Sales, as its performance relies heavily on CRM data quality. (1 reviews) - Users find the **high cost** of Copilot for Sales a significant barrier, especially for smaller businesses. (1 reviews) - Users face **inaccuracy issues** with Copilot for Sales, as it may invent facts or generate incorrect summaries. (1 reviews) - Users report **inaccurate summarization** by Copilot for Sales, particularly with complex emails and creative tasks. (1 reviews) - Learning Curve (1 reviews) ## Copilot for Sales Reviews ### 1. Seamless Microsoft 365 Integration with Smart Meeting Summaries and Prep **Rating:** 4.5/5.0 stars **Reviewed by:** Sumit B. | Senior Network Engineer , Computer & Network Security, Enterprise (> 1000 emp.) **Reviewed Date:** February 17, 2026 **What do you like best about Copilot for Sales?** 1. Seamless Integration with Microsoft 365: I love that Copilot works directly within the apps already in Microsoft 365, like Outlook and Microsoft Teams. 2. Automate the meeting summaries and action items: this comes with an AI-generated summary of the team's meeting. 3. Smart Meeting Preparation: Copilot can generate a briefing pack with recent interactions, suggested talking points, and this ensures sellers walk into every meeting also preparing opportunity summaries. **What do you dislike about Copilot for Sales?** Accuracy Issues: Copilot AI can "occasionally invent facts" or create inaccurate summaries, especially when using it with complex email threads or attempting creative tasks or generating PPTs. High Cost: The pricing is a significant barrier for small to medium-sized businesses. This will cost you around $30 per user monthly price tag. Data Dependency: Its effectiveness is entirely dependent on the quality in your CRM. A learning curve: Users need time to learn how to prompt it effectively. **What problems is Copilot for Sales solving and how is that benefiting you?** Time wasted in admin instead of selling: Sellers spend a large amount of time on non-selling tasks such as CRM updates, research, and note-taking. Sellers switching between too many applications: Sellers were switching between up to 40 tools per day, creating friction, stress, and lost productivity. Harder selling environment with rising expectations: sellers face increasing performance expectations, more accounts to serve, and rising complexity. ### 2. Good tool from Microsoft 365 **Rating:** 4.0/5.0 stars **Reviewed by:** Arif A. | Sales Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Copilot for Sales?** Its user-friendly interface the many functions are  neatly grouped into sections. The insights are also very helpful in understanding how you and your team work. **What do you dislike about Copilot for Sales?** There's nothing as such still using this tool and learning However sometimes it does not take multiple mailboxes Sla tracking Meeting schedule etc **What problems is Copilot for Sales solving and how is that benefiting you?** Problem it is solving remote work and distributed teams It also provides way to track and measure team engagement Also helps to identify issues before problems ### 3. Very Useful Tools with Seamless Outlook and Microsoft Office Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Nandkishor J. | Cluster IT Manager @Fairmont Mumbai & Sofitel Mumbai BKC , Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2026 **What do you like best about Copilot for Sales?** Its very useful tools which integrate with Outlook and other Microsoft office **What do you dislike about Copilot for Sales?** Nothing to dislike about copilot as its good tool **What problems is Copilot for Sales solving and how is that benefiting you?** while drafting an email it helps to correct the sentence and help to write in expert manner ### 4. Perfect application for getting seller experience **Rating:** 4.0/5.0 stars **Reviewed by:** Sooraj S. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 15, 2024 **What do you like best about Copilot for Sales?** refer to sales platform very usefull to checking the recent online resources reviews from the sellers ease of customer support **What do you dislike about Copilot for Sales?** not that much usefull to beginners compared to other reviewing applications cost is bit high **What problems is Copilot for Sales solving and how is that benefiting you?** resloving the seller quaries in.Understanding user testimonials or case studies related to Viva Sales can also provide insights into how it addresses specific problems and contributes to the overall benefit of its users. ### 5. Powerful Sales Enablement tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Market Research | Enterprise (> 1000 emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Copilot for Sales?** It is powerpacked with multiple life-saving features - 1. Automates data entry by capturing data from Salesforce and Dynamics 365 2. Relationship Management - You can mark any contact as your customer/non-customer from MS applications like Outlook. 3. The tool is so helpful that it creates transcripts from team meeting with the customers so that we can refer it after the sales call. 4. Takes personalization into account and automatically creates personalized emails for the customer. ... and so many other features. **What do you dislike about Copilot for Sales?** Currently its highly Microsoft centric, but can expand its integrations. **What problems is Copilot for Sales solving and how is that benefiting you?** Making the sales process quick and efficient with AI capabilities like Automatic Data capture, customer tagging, transcipts, etc. It has considerably saved us a ton of mannual effort and time. Now we can focus on the customer and the product rather than the time-consuming unwanted mannual portion of the sales process. ### 6. Viva Sales - A Mixed Bag of Potential **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2023 **What do you like best about Copilot for Sales?** Viva Sales has some promising features that stand out. First and foremost, its AI-driven capabilities are impressive. It can quickly analyze and segment leads, providing valuable insights to sales teams. **What do you dislike about Copilot for Sales?** Viva Sales falls short in several areas. The user interface is not as intuitive as one would hope, and there's a steep learning curve for new users. The AI recommendations, while helpful in some cases, are not always accurate, which can lead to wasted time and missed opportunities. **What problems is Copilot for Sales solving and how is that benefiting you?** It helps with lead management and segmentation, which is particularly beneficial in saving time for our sales teams. By automating these tasks, it allows our reps to focus on higher-value activities, such as engaging with potential customers and closing deals. ### 7. Super Tool for Sales **Rating:** 4.5/5.0 stars **Reviewed by:** Vijay D. | Content Writer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2023 **What do you like best about Copilot for Sales?** It helps in managing b2b sales and marketing process, to track leads, to manage customer support relationship, and to evaluate sales results and overall performance. **What do you dislike about Copilot for Sales?** I didn't see any dislikeness in viva sales. **What problems is Copilot for Sales solving and how is that benefiting you?** It solve my problems about tracking leads, checking its performance and results. It make easiness to manage sales process. ### 8. The Best in its field **Rating:** 5.0/5.0 stars **Reviewed by:** Akas N. | Technical Sales Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2023 **What do you like best about Copilot for Sales?** Sales has become very easy with Viva sales. Complete game changer. **What do you dislike about Copilot for Sales?** There is nothing as such which i dont like about Viva sales **What problems is Copilot for Sales solving and how is that benefiting you?** Viva sales is helping me to pass information from the CRM to other Microsoft applications, and vice versa. ### 9. Let's go, Viva **Rating:** 3.5/5.0 stars **Reviewed by:** Clayton M. | Teacher, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2023 **What do you like best about Copilot for Sales?** I like the copilot feature which helps me to complete my day-to-day tasks and generate personal email drafts. Also, it provides real-time insights into my customers and deals. **What do you dislike about Copilot for Sales?** There is limited CRM integration and it took a while for me to learn how to use it effectively. **What problems is Copilot for Sales solving and how is that benefiting you?** Providing insight to our customers The mobile app makes it easy to use on the go And has boosted our overall collaboration and connectivity ### 10. Top Notch Tool for Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Satish K. | Head Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2023 **What do you like best about Copilot for Sales?** - Its User Interface - Analysis of Data - Dashborad which provides glimps of overall performance in single screen **What do you dislike about Copilot for Sales?** Everything is Great, I did not find any issue **What problems is Copilot for Sales solving and how is that benefiting you?** Data Analysis and representation in better manner was the problem which has been solved by Viva Sales. - [View Copilot for Sales pricing details and edition comparison](https://www.g2.com/products/copilot-for-sales/reviews/copilot-for-sales-review-7734271?section=pricing&secure%5Bexpires_at%5D=2026-07-17+01%3A07%3A27+-0500&secure%5Bsession_id%5D=46842f65-cd89-44dd-a5cc-e57c2c0bad84&secure%5Btoken%5D=1073777f593de3b9f8955675c01ab1034953b62b050c0e61844aa78212126f7d&format=llm_user) ## Copilot for Sales Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Call Analytics** - Call Recording - Machine Learning - Call Analysis - Lead Qualification **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Artificial Intelligence - Conversation Intelligence** - Customer Scoring - Speech-to-Text - Sentiment Analysis **Performance Analysis** - Coaching - Peformance Tracking **Generative AI** - AI Text Summarization **Sales Analysis** - ROI Forecasting - Sales Forecasting **Agentic AI - Conversation Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Copilot for Sales Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,668 reviews) - [Gong](https://www.g2.com/products/gong/reviews) - 4.7/5.0 (6,504 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,265 reviews)