Copilot Pros and Cons

It saves me time: Copilot automatically transcribes my sales calls, and then it generates a summary of the call in just a few minutes. This saves me hours of time each week that I would otherwise spend listening to and transcribing calls myself.

It helps me stay organized: Copilot organizes all of my call summaries in a central location, so I can easily find the information I need. I also love the slack integration.

It helps me understand our prospects better: Copilot's summaries are very detailed, and they provide me with a deep understanding of our prospects' needs and pain points. This has been invaluable for me, as it has allowed me to create more targeted and effective messaging. Review collected by and hosted on G2.com.

Haven't found anything yet that I did not like. Review collected by and hosted on G2.com.

CoPilot does a great job of summarizing external calls and surfacing action items! This tool makes sending recaps a breeze and gives me a ton of time back in my day. Review collected by and hosted on G2.com.

Sometimes CoPilot has a hard time differentiating between important call details and chitchat, but this is more prevalent on internal call recordings where the goals of the call are less clear. Even still, CoPilot is helpful in summarizing those calls as well. I will say, CoPilot may not be quite ready as a resource for people who were *not* on the call, as it occasionally will miss critical items if they are only mentioned briefly. Review collected by and hosted on G2.com.

It has been a considerable time saver leveraging your solution. From an SE perspective, when I drive the call for scoping and discovery - I don't have to remember the specifics and the objections from the customer. I can dig deep after the call and provide a very pointed solution and consultation. Review collected by and hosted on G2.com.

None. I pretty much like how nimble and simple the solution is. Review collected by and hosted on G2.com.

Copilot is the best application for Client Managment. It provides amazing Dashboard, billing, share files and collect forms.

Using this we can offer helpdesk to client and automate client workflows. Review collected by and hosted on G2.com.

I dont see any negative things in this application. By the way, Copilot team can work on suppport features.. That might be bit helpful to customers. Review collected by and hosted on G2.com.

Post-call summaries. The ability to automatically surface the prospect/client's pain points, objectives, next steps, and follow-up items are HUGE. It allows me to be fully present in the meeting without taking notes. Review collected by and hosted on G2.com.

Nothing noteworthy. Copilot has been a great addition to our tech stack. Review collected by and hosted on G2.com.

For me, Copilot helps me to stay on top of my follow-ups and action items after meeting with clients. Shortly after a call is finished, I have a really powerful summary of the meeting, clear & actionable next steps, and important insights into my clients pain points they discussed during the meeting directly in Slack that I can reference and take action on. On top of this, I am able to reference specific moments in the meeting and easily listen to a snippet of the call to get even more information if I want to.

The setup for Copilot was incredibly easy. I was setup within 5 minutes by linking to our call recording platform and also integrating with Slack for easy notifications.

On the web application, I can see an extremely detailed summary of the call broken into key questions & topics that were addressed, such as "What were the main points and challenges faced by the customer". These kinds of questions are essentially my note-taking being done for me!! Incredibly valuable for me and saves me a ton of time. Review collected by and hosted on G2.com.

Nothing. The tool has truly made an incredible difference in my day-to-day. Review collected by and hosted on G2.com.

Copilot has revolutionized the way I handle client calls and document important discussions. As a customer onboarding manager, I find Copilot's ability to analyze and summarize my calls in real-time to be an invaluable feature. It has significantly reduced the time I spend manually documenting call notes and has greatly improved my overall productivity. Review collected by and hosted on G2.com.

There is nothing at this time that I dislike about this exceptional tool. Review collected by and hosted on G2.com.

I like the function which provides accurate deal reviews, the integration with CRM. it also gives insights of my call intelligence working hand in hand with it. Review collected by and hosted on G2.com.

As there are less people using it, it gets difficult to identify it the accuracy level is true or no. I hope the founders will come up with good clients and make it more worth Review collected by and hosted on G2.com.

Voice-based content suggestions are great, especially for onboarding new reps who may not know our product that well. Copilot suggests content based on what the customer says - e.g., brings up integration information for product X if someone asks “do you integrate with product X?” Adoption has also been strong, with my reps using Copilot every day to prep for and do great discovery on their calls. There are a lot of sales solutions out there, but I’ve found Copilot to be really well-received by our reps. Review collected by and hosted on G2.com.

Nothing so far. The team has really found value in it and there aren't any issues. Review collected by and hosted on G2.com.

Case Studies, Competitive Battle Cards and other content are really easy to find and access in Copilot. Note taking and updating Salesforce fields is super easy within the Copilot desktop app too.

The best part of Copilot is how I can have the content and the note taking side by side with each other. For example, I can have my list of MEDDIC questions for a specific persona on the right hand side of the Copilot app. As the prospect gives me answers to those MEDDIC Questions, I can fill out the appropriate MEDDIC fields which sync automatically with Salesforce on the left hand side of the Copilot app. Review collected by and hosted on G2.com.

Not much. The team is super receptive to feedback, so dislikes are few and far between Review collected by and hosted on G2.com.