---
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)



- [View Copilot for Sales pricing details and edition comparison](https://www.g2.com/products/copilot-for-sales/reviews?page=2&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-12+20%3A50%3A37+-0500&secure%5Bsession_id%5D=3db665eb-07da-43d1-96d4-f5a05fd4a736&secure%5Btoken%5D=c5a80d12a5f10333e4c81792fccd22c57da4180832fa2f6083d4296a13f91a55&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 (24,688 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 (13,301 reviews)