--- 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: '2026-08-07' 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 **streamlined automation of meeting summaries and action items** , enhancing efficiency and preparation for sales meetings. (1 reviews) - Users appreciate the **seamless integration** of Copilot with Microsoft 365, enhancing productivity and meeting efficiency. (1 reviews) - Users value the **automation of meeting summaries and action items** by Copilot, enhancing productivity and preparation. (1 reviews) - Users appreciate the **ease of use** of Copilot for Sales, seamlessly integrating into Microsoft 365 and streamlining tasks. (1 reviews) - Users love the **seamless integration** with Microsoft 365, enhancing productivity and collaboration within familiar apps. (1 reviews) **What users dislike:** - Users often face **accuracy issues** with Copilot for Sales, as it can invent facts or create inaccurate summaries. (1 reviews) - Users face **dependency issues** with Copilot for Sales, relying heavily on the quality of their CRM data for effectiveness. (1 reviews) - Users find the **high cost** of Copilot for Sales prohibitive, especially for small to medium-sized businesses. (1 reviews) - Users experience **accuracy issues** with Copilot for Sales, noting it can invent facts and create flawed summaries. (1 reviews) - Users experience **inaccurate summarization** from Copilot AI, especially with complex emails and creative tasks. (1 reviews) - Learning Curve (1 reviews) ## Copilot for Sales Reviews ### 1. 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 ### 2. 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. ### 3. 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. ### 4. 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 ### 5. Helping hands for business **Rating:** 4.0/5.0 stars **Reviewed by:** Yogesh L. | ENGINEER, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2023 **What do you like best about Copilot for Sales?** Viva Sales analyzes the activity of a person and provides actionable insights on how to increase the effectiveness of meetings and be more productive with time. The modules helps to set the gole and sales target. Feature to review the sales and analyze the target is best. It provide grater productivity and AI based feature. **What do you dislike about Copilot for Sales?** As it is AI driven, so it should be fine tune in the term of online learning functionality. Application should evolve with time. Further it has become more expensive to deal. **What problems is Copilot for Sales solving and how is that benefiting you?** It is solving the problem of sales arm of any company. It is reducing the time of sales person to deal with customer ### 6. Very powerfull, but complicated **Rating:** 3.5/5.0 stars **Reviewed by:** Aaron S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Copilot for Sales?** I useful to detect the the costumer flow **What do you dislike about Copilot for Sales?** It's kind of complicated to understand because incorporate too many tools **What problems is Copilot for Sales solving and how is that benefiting you?** identify the real intention from the costumer ### 7. Amazing UI **Rating:** 3.5/5.0 stars **Reviewed by:** Sandeep S. | Relationship Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2023 **What do you like best about Copilot for Sales?** The most important thing is that we can have iur data information managed and arraged **What do you dislike about Copilot for Sales?** Only update need is the concern which we face. **What problems is Copilot for Sales solving and how is that benefiting you?** There is no confusion that we have to search for our data - [View Copilot for Sales pricing details and edition comparison](https://www.g2.com/products/copilot-for-sales/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+02%3A37%3A32+-0500&secure%5Bsession_id%5D=0d76b8aa-4116-4550-950b-3150639d7936&secure%5Btoken%5D=89f0061aea6a3c71d297a71f731dc0a88d21f5b250b83296bdbe96b2bc2a850c&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 - Trend Analysis - Real-Time Data - AI/Machine Learning **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Artificial Intelligence - Conversation Intelligence** - Customer Scoring - Speech-to-Text - Sentiment Analysis **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **Generative AI** - AI Text Summarization - Generative AI **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 - Third-Party Integrations - Forecasting **Additional Functionality** - Performance Metrics - Keyword Filtering - Natural Language Processing - For Contact Centers - Reporting & Statistics - Call Tracking - Alerts/Notifications - AI Copilot - Automatic Transcription - Playbooks - Employee Coaching Tools - Text Mining - Trend/Problem Indicators - Notes Management - Retention Tracking - Feedback Management - Recommendations - Dashboard - Multi-Channel Communication - Access Controls/Permissions - Compliance Tracking - API - Rules-Based Workflow - Intent Recognition - Tagging - Collaboration Tools - Prioritization **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation ## 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 (24,690 reviews) - [Gong](https://www.g2.com/products/gong/reviews) - 4.7/5.0 (6,505 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,302 reviews)