
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.




