--- 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 & Product Details 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 * * * Seller [Microsoft](https://www.g2.com/sellers/microsoft) Discussions [Copilot for Sales Community](https://www.g2.com/products/copilot-for-sales/discuss) Show More ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,873) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![Gong](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gong") Gong 4.7/5(6,679) ](https://www.g2.com/products/gong/reviews) [ ![HubSpot Sales Hub](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,907) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ View All Alternatives ](https://www.g2.com/products/copilot-for-sales/competitors/alternatives) ## User Insights Average based on 23 real user reviews. [Log in to unlock pricing and user insights](/login) SK Satish K. Head Marketing Mid-Market (51-1000 emp.) 11/1/2023 "Top Notch Tool for Sales" 5/5 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 Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? Everything is Great, I did not find any issue Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Vikas S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vikas S.") VS Vikas S. Human Resources Business Partner Mid-Market (51-1000 emp.) 12/17/2023 "Good software for CRM system" 4.5/5 What do you like best about Copilot for Sales? CRM System Modern ways of selling Empowered sales perosns Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? Physical intervention needs to be reduced. Review collected by and hosted on G2.com. What problems is Copilot for Sales solving and how is that benefiting you? Improvement in productivity of sales force Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Ziad O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ziad O.") ZO Ziad O. Technical Team Lead / Systems Analyst Information Technology and Services Mid-Market (51-1000 emp.) 9/14/2023 "Viva sales helping business transformation through CRMs" 3/5 What do you like best about Copilot for Sales? Ease of data collection from office products Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? Not enough community yet, if you check reddit and online in general. lots of open questions Review collected by and hosted on G2.com. What problems is Copilot for Sales solving and how is that benefiting you? data entry automation Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Sajal W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sajal W.") SW Sajal W. Senior Consultant Small-Business (50 or fewer emp.) 3/2/2023 "Decent product with specialised tools" 5/5 What do you like best about Copilot for Sales? This is the best CRM I have ever used. Initially, it wasn't easy to use, but now we have a basic idea of how to use the product at its full capacity. The best part is it automatically captures data into crm. Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? Sometimes our team used to feel complicated to use as proper training is required to use this tool as without training, it will be difficult to use. Rest everything seems good. Review collected by and hosted on G2.com. What problems is Copilot for Sales solving and how is that benefiting you? Automatically it transfers data from Microsoft 365, which is a great help for the team and us. We used to do it on our own before, but now we get a lot of help because of this tool. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Siddharth R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Siddharth R.") SR Siddharth R. Researcher Small-Business (50 or fewer emp.) 2/9/2023 "Streamlining Sales with Viva Sales" 4.5/5 What do you like best about Copilot for Sales? The best thing i like about this software is that it include features like lead management, opportunity tracking, account management, and reporting on the same interface which lets me to manage all the sales data at one place. Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? Some users might find the software's user interface difficult to navigate or not user-friendly but once you get familiar with it, it will be very easy to use and manage your sales data. Review collected by and hosted on G2.com. What problems is Copilot for Sales solving and how is that benefiting you? The software helps businesses manage their relationships with customers by providing tools for tracking communication, noting important information about customers, and generating reports to help make informed decisions. It also provides businesses with valuable insights into their sales performance by generating reports and providing data analysis tools. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Jimmy B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jimmy B.") JB Jimmy B. Gerente Small-Business (50 or fewer emp.) 3/28/2023 "well it is very good FOR obtaining awards" 4.5/5 What do you like best about Copilot for Sales? That I can obtain the resources and goods I need is very easy, enter the platform and let it direct you where you want to go, it is easy to navigate and very user-friendly. Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? The truth is that in the time I've been using it, I haven't seen any disadvantages, although I must confess that I've used it very few times this year. Review collected by and hosted on G2.com. What problems is Copilot for Sales solving and how is that benefiting you? Problems related to the company's marketing and advertising, as well as the execution of sales factors, product turnover, and customer approach. Review collected by and hosted on G2.com. Show More 4/5/2023 Validated ReviewerIncentivizedSource: G2 inviteAI Translated ![Yogesh L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yogesh L.") YL Yogesh L. ENGINEER Mid-Market (51-1000 emp.) 2/13/2023 "Helping hands for business" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Jose C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jose C.") JC Jose C. Mid-Market (51-1000 emp.) 3/28/2023 "Good but too expensive" 3/5 What do you like best about Copilot for Sales? We liked the system, it's easy and solves some sales processes, maybe there should be a more economical plan. Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? The price is too high for what the program does, that's why I don't want to use it anymore. Review collected by and hosted on G2.com. What problems is Copilot for Sales solving and how is that benefiting you? Resolve the sales and follow-up process with the agents. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 inviteAI Translated ![Aaron S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Aaron S.") AS Aaron S. Mid-Market (51-1000 emp.) 4/19/2023 "Very powerfull, but complicated" 3.5/5 What do you like best about Copilot for Sales? I useful to detect the the costumer flow Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? It's kind of complicated to understand because incorporate too many tools Review collected by and hosted on G2.com. What problems is Copilot for Sales solving and how is that benefiting you? identify the real intention from the costumer Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite UB Umesh B. Business Head Information Technology and Services Small-Business (50 or fewer emp.) 3/23/2023 "simple but powerful sales tool" 5/5 What do you like best about Copilot for Sales? simple to use and automation tools which saves time for the sales person like me Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? the graphical interface can be better with the integration of tasks Review collected by and hosted on G2.com. What problems is Copilot for Sales solving and how is that benefiting you? the ready-to-use templates and automation helps in reaching target customers effectively Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/copilot-for-sales/pricing) Copilot for Sales Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,873) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-copilot-for-sales) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ba7ec16c546d0110cfe515805013d68d/gong.png "Product Avatar Image") Gong 4.7/5(6,679) [ Compare Now ](https://www.g2.com/compare/copilot-for-sales-vs-gong) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ab4eb3c0cd5f0e51abd147cfb91fdd97/copilot-ai.png "Product Avatar Image") CoPilot AI 4.5/5(105) [ Compare Now ](https://www.g2.com/compare/copilot-ai-vs-copilot-for-sales) ##### ##### Copilot for Sales Features Lead Facilitation Customer-facing Chatbot Lead Qualification Lead Follow-up Organization Opportunity and Pipeline Management Data Entry Integrations / APIs Performance Analysis Coaching Peformance Tracking Sales Analysis ROI Forecasting Sales Forecasting [ View More Features ](https://www.g2.com/products/copilot-for-sales/features) ## Work at Microsoft? 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