--- 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) ![Sumit B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sumit B.") SB Sumit B. Senior Network Engineer Computer & Network Security Enterprise (\> 1000 emp.) 2/17/2026 "Seamless Microsoft 365 Integration with Smart Meeting Summaries and Prep" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Arif A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Arif A.") AA Arif A. Sales Coordinator Mid-Market (51-1000 emp.) 10/20/2023 "Good tool from Microsoft 365" 4/5 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More 5/11/2026 Validated ReviewerIncentivizedSource: Organic Review from User Profile ![Nandkishor J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nandkishor J.") NJ Nandkishor J. Cluster IT Manager @Fairmont Mumbai & Sofitel Mumbai BKC Hospital & Health Care Small-Business (50 or fewer emp.) 7/2/2026 "Very Useful Tools with Seamless Outlook and Microsoft Office Integration" 5/5 What do you like best about Copilot for Sales? Its very useful tools which integrate with Outlook and other Microsoft office Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? Nothing to dislike about copilot as its good tool Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More 7/21/2026 Validated ReviewerIncentivizedSource: G2 invite ![Sooraj S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sooraj S.") SS Sooraj S. Small-Business (50 or fewer emp.) 1/15/2024 "Perfect application for getting seller experience" 4/5 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 Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? not that much usefull to beginners compared to other reviewing applications cost is bit high Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Market Research](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Market Research") UM Verified User in Market Research Enterprise (\> 1000 emp.) 11/2/2023 "Powerful Sales Enablement tool" 4/5 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. Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? Currently its highly Microsoft centric, but can expand its integrations. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") UM Verified User in Marketing and Advertising Small-Business (50 or fewer emp.) 11/5/2023 "Viva Sales - A Mixed Bag of Potential" 2.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Vijay D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vijay D.") VD Vijay D. Content Writer Mid-Market (51-1000 emp.) 10/11/2023 "Super Tool for Sales" 4.5/5 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. Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? I didn't see any dislikeness in viva sales. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Akas N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Akas N.") AN Akas N. Technical Sales Associate Mid-Market (51-1000 emp.) 11/2/2023 "The Best in its field" 5/5 What do you like best about Copilot for Sales? Sales has become very easy with Viva sales. Complete game changer. Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? There is nothing as such which i dont like about Viva sales Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Clayton M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Clayton M.") CM Clayton M. Teacher Small-Business (50 or fewer emp.) 10/21/2023 "Let's go, Viva" 3.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 inviteAI Translated ![Ritvik A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ritvik A.") RA Ritvik A. Mid-Market (51-1000 emp.) 2/19/2023 "Microsoft Viva Sales is a great application to manage customer relations." 4.5/5 What do you like best about Copilot for Sales? Viva sales is a great application and it automatically feeds and enters data into our customer satisfaction (nps score,etc.) tracker. I like its user-friendly interface and our need for manual entries has been reduced considerably by using it. It's analytics tab gives one of the best data-backed insights. The best advantage enables team members to collaborate easily over drive. Not very competitors are available in this domain. Review collected by and hosted on G2.com. What do you dislike about Copilot for Sales? Initially, onboarding & setting up with viva sales was slightly tricky. After a point, we ended up using the analytics team for further insights and interactions. Apart from these, the software seems reasonable enough, and I hope it sees more improvements as we go along. It's a slightly new application and has a lot of scope for improvement. Review collected by and hosted on G2.com. What problems is Copilot for Sales solving and how is that benefiting you? With the help of its AI algorithms, it directly delivers feedback on our product, NPS, and insights on our services which we usually would take time to compute and understand. The application helped us a lot in timely understanding issues from our end. Review collected by and hosted on G2.com. Show More 2/27/2023 Validated ReviewerIncentivizedSource: G2 invite ##### 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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