--- description: Detaillierte Informationen über CoPilot AI zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: CoPilot AI Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Lead Capture Tools](/directory/31017/lead-capture/software) > [CoPilot AI](/software/185258/copilot-prospecting-dashboard) # CoPilot AI Canonical: https://www.capterra.ch/software/185258/copilot-prospecting-dashboard Seite: 1 / 6\ Weiter: [Nächste Seite](https://www.capterra.ch/software/185258/copilot-prospecting-dashboard?page=2) > Erfahre, wie diese Strategie in Kombination mit moderner KI deine Verkaufsaussichten auf ein neues Niveau heben kann. > > Bewertung: **4.5/5** von 125 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet CoPilot AI? Das Unternehmen glaubt an die Maximierung authentischer und gegenseitig vorteilhafter menschlicher Bindungen für das Unternehmenswachstum. Die tägliche Mission ist es, einen Ort zu schaffen, an dem Kunden aussagekräftigere Gespräche führen können. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.5/5** | 125 Nutzerbewertungen | | Bedienkomfort | 4.5/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.7/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.4/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.4/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: CoPilot AI - **Region**: Vancouver, Kanada - **Gegründet**: 2016 ## Gewerblicher Kontext - **Startpreis**: $ 343.00 - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Australien, Kanada, Vereinigte Staaten ## Funktionen - Aktivitäts-Dashboard - Aufgabenmanagement - Berichterstattung / Analyse - Berichterstattung und Statistik - CRM-Systeme - Chancenmanagement - Content Generation - Daten-Import / -Export - Drip-Kampagnen - Engagement-Tracking - Für Vertriebsteams/ -organisationen - KI/Maschinelles Lernen - Kampagnenanalysen - Kampagnenmanagement - Kommunikationsmanagement - Kontaktmanagement - Konversationsanalysen - Konversion-Tracking - Lead Scoring - Lead-Engagement - Lead-Erfassung - Lead-Generierung - Lead-Pflege - Lead-Qualifizierung - Leadmanagement - Leistungskennzahlen - Leistungsmanagement - Meeting-Management - Personalization and Recommendation - Pipeline-Management - Planungs-Tools - Priorisierung - Prädiktive Analytik - ROI Tracking - Sales-Pipeline-Management - Social Media-Überwachung - Third-Party Integrations - Verfolgung von Interaktionen - Verkaufsberichte - Vertriebsaktivitätsmanagement - Workflow Automation - Workflow-Management ## Integrationen (3 insgesamt) - HubSpot CRM - Salesforce Platform - Zapier ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - Chat ## Category - [Lead Capture Tools](https://www.capterra.ch/directory/31017/lead-capture/software) ## Ähnliche Kategorien - [Lead Capture Tools](https://www.capterra.ch/directory/31017/lead-capture/software) - [Leadgenerierung Software](https://www.capterra.ch/directory/30963/lead-generation/software) - [Generative KI-Tools](https://www.capterra.ch/directory/34155/generative-ai/software) - [AI Sales Assistant Software (KI-Vertriebsassistent)](https://www.capterra.ch/directory/34135/ai-sales-assistant/software) - [Social-CRM-Software](https://www.capterra.ch/directory/31584/social-crm-tools/software) ## Alternativen 1. [Simplified](https://www.capterra.ch/software/1019633/simplified) — 4.7/5 (310 reviews) 2. [Agile CRM](https://www.capterra.ch/software/135148/agile-crm) — 4.1/5 (525 reviews) 3. [Spotler CRM](https://www.capterra.ch/software/88929/really-simple-systems-crm) — 4.4/5 (453 reviews) 4. [Keap](https://www.capterra.ch/software/76390/infusionsoft) — 4.1/5 (1298 reviews) 5. [EngageBay CRM](https://www.capterra.ch/software/178819/engagebay-marketing) — 4.6/5 (910 reviews) ## Nutzerbewertungen ### "CoPilot First Timer- Everything we needed and thensome." — 5.0/5 > **Steven** | *27. August 2021* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: I love the dashboard, the scheduling of messages, being able to snooze communications w/ prospects and leads. > > **Nachteile**: There are no cons about this software that we find. All is great\! > > CoPilot is helping us generate more leads and build a broader pipeline where we are able to foster interactions with a whole tool kit of features available on the platform. Our Account Strategist, \[SENSITIVE CONTENT\], has always gone above and beyond to meet our needs w/ training on the platform and is very responsive to our particular circumstances for our business helping us create a strong lead generation system from scratch, he is very much appreciated\! ----- ### "Copilot AI: Productivity, Simplified" — 5.0/5 > **France Jhannen** | *14. Juli 2026* | Medizinische Praxis | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: It integrates seamlessly into the Microsoft 365 ecosystem, delivering measurable productivity gains through intelligent assistance in documentation, communication, and data analysis. Its enterprise‑grade security and compliance standards ensure robust data protection, while centralized subscription management and flexible payment options simplify administration. The intuitive user interface minimizes training needs, and customer support is responsive with active product improvements. Though not a dedicated CRM, Copilot enhances lead generation when paired with platforms like Dynamics. Overall, it represents a secure, cost‑effective, and strategic enhancement for organizations invested in Microsoft 365. > > **Nachteile**: While it delivers strong productivity gains, several limitations remain. Subscription costs can be high for smaller teams, and licensing structures may feel complex to manage. Security compliance is robust, but clearer communication on data usage would strengthen trust. Customer support is reliable for enterprise clients, yet smaller users often rely heavily on self‑service resources. Copilot’s lead‑generation capabilities are limited, functioning best only alongside CRM platforms rather than as a standalone solution. The user interface is generally intuitive, though advanced features carry a learning curve, and payment models could benefit from more flexible, role‑based options. Overall, Copilot AI is most effective for organizations already invested in Microsoft 365, but less tailored for smaller or independent teams seeking standalone functionality. > > My experience with Copilot AI has been largely positive. The platform excels in seamless integration with Microsoft 365, making everyday tasks—such as drafting documents, analyzing data, and managing communication—more efficient and polished. Its enterprise‑grade security and compliance standards provide confidence in data protection, while the intuitive interface minimizes the learning curve for users. Customer support is reliable, though smaller teams may find themselves relying more on self‑service resources compared to enterprise clients. Pricing and subscription flexibility could be improved, particularly for organizations with diverse user roles or smaller budgets. Lead‑generation capabilities are limited, but when paired with CRM platforms, Copilot enhances outreach and communication quality. Overall, Copilot AI is a secure, cost‑effective, and strategically valuable tool for organizations already invested in Microsoft 365, offering significant productivity gains with room for refinement in pricing, support accessibility, and feature transparency. ----- ### "Why cannot AI deep correct its basic errors?" — 3.0/5 > **Kenneth** | *1. Juli 2026* | Marketing & Werbung | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: I like that it is free in Excel, and I use it every day. It works fine for basic questions. It works fine. > > **Nachteile**: At the basic level, it makes mistakes. I asked it to go deeper and it corrected the error. I asked if it could correct the basic level. It could not. > > Overall, it works fine for my one-person book-selling, from home business needs. And it is fine for occasional issues. ----- ### "The Premium Shortcut to Social Selling: High-Touch Automation with a Price to Match" — 4.0/5 > **Ahamed** | *20. April 2026* | Krankenhausversorgung & Gesundheitswesen | Empfehlungsbewertung: 6.0/10 > > **Vorteile**: CoPilot AI is a powerhouse for B2B lead generation, primarily because it turns the tedious grind of LinkedIn prospecting into a streamlined, "set-it-and-forget-it" system. While the price point is definitely an investment, the value is clearly reflected in the dedicated customer support and a "Smart Inbox" that effectively separates genuine interest from the noise. It handles security well by mimicking human behavior to protect your account, and though you're still bound by LinkedIn's strict limits, the tool's ability to consistently fill your pipeline with qualified leads makes it a top-tier choice for teams focused on high-growth marketing campaigns. > > **Nachteile**: The biggest drawback is the high price point, which can feel steep for small businesses or solo founders, especially since you still have to pay for a LinkedIn Sales Navigator subscription on top of it to get the best results. There is also the constant, lingering anxiety regarding account safety; even with CoPilot’s safety triggers, any automation carries a risk of being flagged by LinkedIn’s ever-changing algorithms. Additionally, if your messaging isn't perfectly tuned, the automation can feel a bit "robotic" to prospects, and because you're limited by LinkedIn’s weekly connection caps, you can’t simply scale your volume to infinity—meaning you’re paying a premium for a tool that is ultimately restricted by a third-party platform's rules. > > Overall, my experience with CoPilot AI has been that it is a highly effective, premium solution for teams that have already identified a clear target audience on LinkedIn. It is a tool that favors quality and safety over raw, unbridled volume. The standout "vibe" of the platform is that you aren't just buying software; you’re buying into a structured sales process. The onboarding and account management make it feel much more like a partnership than a standard SaaS subscription. If you are a high-ticket service provider where a single lead can be worth thousands, the ROI is usually immediate and obvious. However, it is not a "magic pill." My experience suggests that if your LinkedIn profile isn't optimized or your messaging copy is weak, the tool will simply help you fail faster. It’s also clearly designed for users who have the budget to sustain the high monthly cost plus the necessary LinkedIn Sales Navigator subscription. The Bottom Line: It’s a "pro" tool. If you’re serious about LinkedIn as a primary revenue driver and want a safe, supported way to scale your outreach without it becoming a full-time job, it’s arguably the best in its class. But if you're just "testing the waters" with outbound sales, the price and learning curve might feel a bit heavy. ----- ### "Construction Company" — 5.0/5 > **Brent** | *17. Juni 2026* | Bau | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: Copilot has been a strong addition to our workflow, especially tied into Excel, Outlook and Teams. It helps speed up day to day tasks like writing emails, summarizing information, and building reports. its like everyone has their own digital assitant > > **Nachteile**: t’s not always perfect you still need to be review. It also takes some time to learn how to prompt it properly to get the best results. In some cases, it can feel limited if your data isn’t well structured or stored properly. > > Copilot has been a valuable tool in improving efficiency across our operations. From helping draft client communications to assisting with data analysis in Excel, it reduces the amount of manual work our team has to do. In construction, where there’s a constant flow of information and reporting, having something that can quickly organize and summarize data is a big advantage. It’s a strong productivity tool that continues to improve how we operate. ----- Seite: 1 / 6\ Weiter: [Nächste Seite](https://www.capterra.ch/software/185258/copilot-prospecting-dashboard?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/185258/copilot-prospecting-dashboard) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | pt | | | pt-PT | | ----- ## Strukturierte Daten