CoPilot AI Features
What are the features of CoPilot AI?
Lead Facilitation
- Lead Follow-up
Lead Monitoring
- Features
- Performance
Data Capture
- Social Media
- Data
Customization
- Personalization
- Templates
- Integration
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CoPilot AI Categories on G2
Filter for Features
Lead Facilitation
Customer-facing Chatbot | Offers a chatbot to initiate and carryout inital conversations with prospects and leads. | Not enough data | |
Lead Qualification | Automatically calculates which leads are the most likely to become a customer. | Not enough data | |
Lead Follow-up | Based on 10 CoPilot AI reviews and verified by the G2 Product R&D team. Automatically contacts all leads. | 85% (Based on 10 reviews) | |
Meeting Scheduling | Utilizes natural language processing to set up meetings. | Not enough data |
Organization
Opportunity and Pipeline Management | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | Not enough data | |
Data Entry | Automates the entry of collected data. | Not enough data | |
Integrations / APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | Not enough data |
Performance Analysis
Coaching | Provides real-time coaching to sales representatives. | Not enough data | |
Peformance Tracking | Tracks and analyzes sales representative performance. | Not enough data |
Sales Analysis
ROI Forecasting | Measure return on investment and leverage data to predict profitability of future projects. | Not enough data | |
Sales Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | Not enough data |
Lead Monitoring
Features | Based on 19 CoPilot AI reviews and verified by the G2 Product R&D team. Provides features to create and manage lists of potential customers | 81% (Based on 19 reviews) | |
Performance | Based on 18 CoPilot AI reviews and verified by the G2 Product R&D team. Monitors form’s performance and contribution to the sales pipeline | 81% (Based on 18 reviews) |
Data Capture
Websites | Captures form submissions from existing forms on websites or landing pages | Not enough data | |
Social Media | Based on 10 CoPilot AI reviews and verified by the G2 Product R&D team. Captures leads across social media channels | 65% (Based on 10 reviews) | |
Data | Based on 14 CoPilot AI reviews and verified by the G2 Product R&D team. Captures measurable, real customer data gathered directly from a website | 76% (Based on 14 reviews) |
Customization
Forms | Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter | Not enough data | |
Personalization | Based on 15 CoPilot AI reviews and verified by the G2 Product R&D team. Changes colors, calls to action, or form length to personalize lead capture | 80% (Based on 15 reviews) | |
Templates | Based on 18 CoPilot AI reviews and verified by the G2 Product R&D team. Provides pre-configured templates that can be customized by users | 81% (Based on 18 reviews) | |
Integration | Based on 10 CoPilot AI reviews and verified by the G2 Product R&D team. Integrates with sales and marketing software solutions to transfer lead data between them | 70% (Based on 10 reviews) |
