# Compare Agile CRM vs CoPilot AI 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Agile CRM and CoPilot AI based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/135148-185258/Agile-CRM-vs-CoPilot-Prospecting-Dashboard

---

# Agile CRM vs CoPilot AI Features and Cost Comparison

Last updated March 13th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Agile CRMCoPilot AI2/4 selected

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.1 (524)](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

[CoPilot AI](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/)[4.6 (118)](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/reviews/)

[## Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[4.1 (524)](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

Starting Price

$8.99

Value-for-Money

4.1

Functionality

4.1

Ease of Use

4

Customer Service

4

Reviews Sentiment

Based on [524 reviews](#user-reviews)

Positive

413

Neutral

62

Negative

49

[## CoPilot AI](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/)[4.6 (118)](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/reviews/)

Starting Price

$343.00/month

Value-for-Money

4.4

Functionality

4.4

Ease of Use

4.5

Customer Service

4.8

Reviews Sentiment

Based on [118 reviews](#user-reviews)

Positive

111

Neutral

2

Negative

5

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## Summary

* * *

Key features rated by users

Features selected based on 5,685 reviews from marketing automation software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

74%Fit

Not enough reviews

Feature ratings

Email Marketing

2.7

Marketing Automation

3.9

CRM

4.0

Lead Capture

3.9

Third-Party Integrations

5.0

\--%Fit

Missing features

Not enough reviews

Feature ratings

Email Marketing

NA

Marketing Automation

NA

CRM

\--

Lead Capture

4.4

Third-Party Integrations

\--

User satisfaction

User satisfaction

4.1

User reviews[524](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

Ease of use

4.0

Functionality

4.1

Value for money

4.1

Customer support

4.0

User satisfaction

4.6

User reviews[118](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/reviews/)

Ease of use

4.5

Functionality

4.4

Value for money

4.4

Customer support

4.8

Price starts from

Price starts from

$8.99Per Feature, Not provided by vendor

-   Free version
-   Free trial

Price starts from

$343Flat Rate, Per Month

-   Free version
-   Free trial

Best for

Best for

Small to medium size businesses that require sales, marketing and service automation

Best for

B2B Sales Teams, Sales Professionals, Marketing Agencies, Financial Advisors, Business Development, Coaches, Consultants, Recruiters, Fundraising, Business Insurance, etc

## User reviews

Pros & cons

MS

Muadzam S.

Area Manager

> "It provides solid security and lets our team manage leads, tasks, and collaboration from one easy platform."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7047889)

FK

Farman K.

Software Developer

> "Many users mention glitches, slowdowns, and other issues with automations or integrations from time to time, which get irritating..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7051973)

MS

Muadzam S.

Area Manager

> "Real-time collaboration and automated workflows boost productivity and make managing multiple locations much easier."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7047889)

DS

D S.

other

> "Unbelievable response to put garbage data into a CRM as a work around which then negates nearly all the other functionality e.g.,..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6141563)

FK

Farman K.

Software Developer

> "This unified view helps teams move faster on opportunities and maintain better relationships without juggling multiple separate tools."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7051973)

Ana Paula E.

Environmental Consultant

> "It also lacks some functions such as project management, something that certain competencies do have."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6025702)

Marko S.

Administrator

> "All tasks sorted and we actually made profit using it, unparalleled task management being the top feature."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7022187)

AL

Aaron L.

President

> "I'm now unable to send even regular text-only emails from our company's gmail account to any yahoo account, regardless of the number..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3908131)

AaM

Alfiya ashfaque M.

Software Engineer - QA

> "I have used this for a year and a half and it is pretty good platform to use if you are a sales guy. Since I belong to the..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___6670464)

MB

Michael B.

Founder

> "Such a good price for great features and a good UI. But some glitches prevent me from using it any longer."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6159532)

MB

Mark B.

Owner

> "This CRM offers so many options it can feel a bit overwhelming to use but their customer support were also very helpful."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7006874)

JD

Jasmine D.

manager

> "you also cannot download your campaigns and have to apistakingly go through and either have a replacement app ready or post..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3562127)

Gina S.

Process Management Analyst

> "From the mobile application we can manage our email or website marketing without resorting to complex systems, I like the simple..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6190614)

MP

Mike P.

President

> "Cannot develop a long-range program without running into the limits on "nodes" per sequence or number of sequences."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3811955)

Marko S.

Administrator

> "All thanks to Agile and its features."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7022187)

ZM

Zandrich M.

CMO/COO

> "Although it would be difficult to find fault with Agile on the surface, Agile CRM lacks integration with a few niche APIs we happen..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3522436)

VR

Verified Reviewer

HR

> "I can easily customize the CRM to suit my specific needs and workflows, ensuring that I have the most effective tools at my disposal...."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4790693)

Minsu K.

CEO

> "The help files and tutorials were of poor quality and were not always maintained up to date with changes in the software's layout,..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4416145)

VR

Verified Reviewer

IT Recruiter

> "This platform provides an extensive array of functionalities, such as automated email campaigns and customizable dashboards, that..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4797526)

TJ

Timo J.

marketing expert

> "Also not using it's full potential, seems difficult."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6040958)

VR

Verified Reviewer

Assistant Professor Pediatric

> "It offers an intuitive interface, robust customization, advanced reporting, seamless integrations, powerful automation, mobile..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4807926)

JD

Jasmine D.

manager

> "Then when i wanted to cancel they wouldn't call me to cancel (they require a phone call to cancel) and charged me ANOTHER month."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3562127)

Marko S.

Administrator

> "Unique and absolutely CRM that we will use a a paid version - yes, it is that great."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7022187)

Almodyr B.

Data Analyst

> "The least I like about Agile CRM is that it can be difficult to use for new users and that the interface can be a little confusing."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4616610)

Caleb T.

Mechanical Engineer

> "I use it every day, and once you get the hang of the workflow, it is pretty helpful."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7010856)

JD

Jasmine D.

manager

> "Over the last year the campaigns stopped sending emails and the last 6 months they stopped sending altogether."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3562127)

VR

Verified Reviewer

Tech consultant

> "Our organization relies heavily on Agile CRM for daily operations, as it's utilized across all departments to handle various tasks,..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4772551)

TJ

Timo J.

marketing expert

> "It was bit difficult to use and to deploy."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6040958)

VR

Verified Reviewer

IT Recruiter

> "Agile CRM stands out as a remarkable CRM platform that empowers businesses to efficiently handle customer relationships and sales."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4797526)

JM

Jack M.

CEO

> "The product not working was bad enough and the inflexible service was the icing on the cake."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3526044)

Marko S.

Administrator

> "Customer support is amazing amd"

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___7022187)

Michael M.

Loan Consultant

> "It can be a bit on the tedious side to customize and set up."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4382434)

PK

Petteri K.

Coach

> "The best thing about Agile CRM is the combination of CRM and marketing features, along with its very competitive pricing."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___6106461)

AL

Amanda L.

Consultant

> "This is a BIG con! If you are in Australia, prepare for repeat 4am phone calls from their sales team and agents who clearly do not..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2802024)

VR

Verified Reviewer

Senior Software Engineer

> "Moreover, the extensive range of features available is unmatched, and the ability to automate repetitive tasks has been a real..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4777654)

JD

Jasmine D.

manager

> "They refused to give me any compensation for all the months of their product not working."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3562127)

Mohammadd S.

Hr

> "I had a good time working with agile crm For my email marketing and tracking and helped me in my business"

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4786837)

SW

Sam W.

Marketing Manager

> "Multiple issues with email deliverability."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3584071)

Sunitha H.

NATIONAL SCHOOL FEEDING PROGRAM FACILITATOR

> "Its user-friendly design and array of features, such as email marketing, sales automation, customer service, and a mobile app, make..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4622494)

SW

Sam W.

Marketing Manager

> "Doesn't deliver on the majority of promises it makes."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3584071)

CD

Chris D.

Specialist

> "Agile CRM offers powerful automation features, such as lead scoring, email campaigns, and workflow automation."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4699940)

CS

Chiara S.

Consulente freelance

> "You buy the solution, you pay a solution and then clicking here and there you just realize you didn't buy the all package because..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3207622)

DC

Divaldo C.

CEO

> "I had integrated the agile CRM with facebook and since we had ads running to capture leads, it was spectacular, because the..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4460808)

JM

Jack M.

CEO

> "I don't have time to do that I just wanted to cancel the plan."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3526044)

VR

Verified Reviewer

US IT Recruiter

> "The process of setting up an account is simple and hassle-free, and the level of customer support provided is exceptional."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4799538)

SP

Shekhar P.

Digital Marketing

> "Always has server delay issue, did not send emails to contacts just shows email sent in activities."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3142602)

VR

Verified Reviewer

HR

> "The user interface is straightforward and easy to use, making it a breeze to navigate through the platform. But what really impressed..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4790693)

Marija Š.

Customer Success Manager

> "Features like bulk actions based on contact name / email, selecting unsubscribed contacts from the campaign reports tab etc. are..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2691870)

VR

Verified Reviewer

Assistant Professor Pediatric

> "I am highly impressed with Agile CRM as a comprehensive customer relationship management solution."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4807926)

AL

Amanda L.

Consultant

> "I am gobsmacked that a global company with a product of this quality, can't get their timezone planner better organised. "

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2802024)

VR

Verified Reviewer

Senior Software Engineer

> "We can track the work done by every individual easily and also we can micro manage our project."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4252930)

LM

Lee M.

Managing Partner

> "They blame this on an internal API Key issue - again been weeks on something as simple as resetting your password."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3282142)

Sunitha H.

NATIONAL SCHOOL FEEDING PROGRAM FACILITATOR

> "I have found it to be a great tool for managing customer relationships, automating marketing tasks and tracking leads."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4622494)

LM

Lee M.

Managing Partner

> "Used to use heavily (20,000+ contacts) but it'd become such a broken product I wouldn't recommend it to even the smallest of users."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3282142)

Mansur S.

Product Manager

> "Additionally, the lead scoring feature makes it easier to prioritize leads based on their behavior."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4322827)

Pedro T.

CEO

> "The whole service is not very polished, and lacks the visual attractiveness (eg email marketing)."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2840765)

Sunitha H.

NATIONAL SCHOOL FEEDING PROGRAM FACILITATOR

> "Agile CRM is an ideal CRM for small business owners and professionals looking for an easy-to-use tool to help manage their customer..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4622494)

SB

Steven B.

Owner & Manager

> "Lots of lip service but they will ignore customer needs wherever possible, especially when the software stops working for no reason."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2942799)

Mansur S.

Product Manager

> "Additionally, it offers a range of pricing plans to suit different business needs."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4322827)

EE

Emre E.

CEO

> "After 2 years, I saw 3 unauthorized charges from agilecrm from my credit card."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3185286)

VR

Verified Reviewer

Senior Software Engineer

> "We can easily track all our project related tasks and all."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4252930)

CS

Chiara S.

Consulente freelance

> "There are also so many other bugs not solved from months like the Facebook integration..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3207622)

JM

Joshua M.

Owner

> "Great system for tracking and following up with clients through the sales, marketing and implementation phases of the customer..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___2785622)

CS

Chiara S.

Consulente freelance

> "All the flows are compromised by the campaigns not sent."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3207622)

LM

Lee M.

Managing Partner

> "Agile CRM at one point was a great reasonably-priced solution for start-ups looking for basic contact management with some campaign..."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3282142)

AL

Aaron L.

President

> "Setup is confusing."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3908131)

CD

Chris D.

Specialist

> "These features can help businesses save time and increase productivity."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4699940)

MK

Matthew K.

adfdas

> "Frustrating."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4570972)

VR

Verified Reviewer

Technical Lead

> "We can micro manage tasks using Agile ."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4262896)

KK

Kimberly K.

Head of Investor Relations

> "Querying on groups of people is inconsistent and inaccurate."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3414495)

VR

Verified Reviewer

Technical Lead

> "The main goal of Agile CRM is improve business relationship ."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4262896)

KK

Kimberly K.

Head of Investor Relations

> "I was regularly trying to get customer support to find me answers but they were never able to solve my problem."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#SoftwareAdvice___3414495)

RD

Rob D.

Owner

> "Easier to setup and link emails to software so can send directly from CRM."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3512075)

MS

Maria S.

Co-Founder

> "Support is terrible; email sending is spotty at best."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3302041)

Michael M.

Loan Consultant

> "the customizations and integrations are fantastic. "

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4382434)

GM

Graham M.

Director

> "So its solid if you want a cheap option but I have just had a terrible time of late."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3103078)

TG

Tiffany G.

Shift manager

> "I love the customer support system they have very friendly and its a multi functional software program very user friendly as well"

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3508315)

VR

Verified Reviewer

CEO

> "Hopelessly bad - we changed over a year ago and cannot get the payments suspended"

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3349421)

VR

Verified Reviewer

Senior Software Engineer

> "With minimal amount we can easily maintain our project."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___4252930)

LM

Lee M.

Managing Partner

> "It has no reliability at this point."

[See full review](https://www.capterra.com/p/135148/Agile-CRM/#Capterra___3282142)

[View Reviews](https://www.capterra.com/p/135148/Agile-CRM/reviews/)

JK

Justin K.

Teacher and Technology Coach

> "My overall experience has been positive because it is a flexible system that has easy tools pre-built into the system that allows..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___7015099)

DB

Dan B.

Ceo

> "Instead, they sent out bland, misaligned messaging that attracted mostly spam accounts, people looking for jobs, or connections..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___6777152)

MC

Maza C.

Consulting

> "It saves so much time which is super important if your a busy person like myself between working for a large company and having..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___6827804)

DB

Dan B.

Ceo

> "I was locked into a six-month minimum (plus the cost of Sales Navigator), and it yielded zero ROI. When I raised concerns, they..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___6777152)

MC

Maza C.

Consulting

> "Overall, Copilot AI has been a valuable tool for growing your network and reaching new leads on LinkedIn."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___6827804)

DB

Dan B.

Ceo

> "The leads were extremely rare and when something finally came up on my calendar, it would be wildly unqualified—mostly spam..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___6777152)

MS

Melissa S.

Supervisor

> "Then was able to allow me to put this into an improved formatting. "

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___6780233)

JMN

John M. N.

Retirement Plan Specialist

> "Very slow responses, often entirely non-responsive, no professional engagement by our account manager specific to how to create a..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___6251298)

BT

Brenton T.

Senior Consultant

> "It really expedites my everyday tasks."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___6800402)

MR

Martin R.

Director

> "In reality, CopilotAI is basically a LinkedIn spam machine."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___6819370)

MHS

Mohammed Hareez S.

Human Resource

> "The most i like about CoPilot is its really helpful with everything"

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___6757613)

MR

Martin R.

Director

> "They refused to issue a refund."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___6819370)

AR

Aj R.

Executive Assistant to CEO

> "The onboarding process was seamless and our account Manager, Ollie, was really helpful and extremely informed on the process."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___4936109)

DB

Dan B.

Ceo

> "All in, it was one of the most frustrating vendor experiences I’ve ever had."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___6777152)

DW

Derek W.

Head of Sales

> "Outside of a system that generates leads almost effortlessly, \[sensitive content hidden\] has been great to work with while offering..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___4909950)

AR

Aj R.

Executive Assistant to CEO

> "Sometimes the LinkedIn links don't work."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___4936109)

DW

Derek W.

Head of Sales

> "Also, during the sales process, \[sensitive content hidden\] did not push but did a good job explaining why CoPilot made sense."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___4909950)

Paul D.

Co-founder and CEO

> "In the DIY use-case, I didn't see their value relative to competitors who were priced lower."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3558424)

AL

Adam L.

President

> "Copilot has made outreach to new prospects easy by automating what would otherwise be manual and repetitive tasks. When sales is..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3016246)

Eric W.

Ceo

> "The UI is clunky and doesn’t really capture what I’m trying to accomplish, I.e. generating leads and converting them to sales."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3029139)

SH

Stephanie H.

Founder & CEO

> "The team understands marketing trends and consumer behaviors and uses these insights to support you with the best possible strategy..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3053644)

MM

Miguel M.

Financial Advisor

> "Found myself spending a lot of hours initially setting up tools and messages from scratch and there is a lag from message recieved..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3023282)

Paul D.

Co-founder and CEO

> "Beyond the disappointing ending, they were a great upgrade from really basic cheap LinkedIn automations like Duxsoup."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3558424)

JC

Jen C.

Recruiter/ Director of Culture

> "Sometimes the messaging goes through my LI page or my SN page, but never both so that can be confusing, as I don't go to the..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3043204)

SS

Satwik S.

Student

> "anyways I recommend this tool to a person who is learning the language and can get a sort of different idea to how to handle such..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___4347466)

NN

Navneet N.

Developer

> "The only con that I find about copilot is the pricing."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3995557)

JM

Jason M.

CEO

> "She helps me in areas that I have no idea about and allows me to make decisions on things I know will impact my business."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3077517)

BS

Bernd S.

Financial Planner

> "I don't seem to be able to download the notes when I download the contacts into Excel"

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3039908)

Steven W.

Senior Financial Associate

> "Our Account Strategist, \[SENSITIVE CONTENT\], has always gone above and beyond to meet our needs w/ training on the platform and is..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3045918)

SW

Shawn W.

CEO

> "It seems that the instant search gives up too soon especially if the date range is too broad."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3013575)

JT

John T.

Senior Partner

> "The main reason why I'm sticking with this tool is that it delivers leads and the people working at CoPilot are the most..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3004520)

CP

Charles P.

Financial Services Executive

> "Not being able to use it with the linkedIn app as far as messages."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3052308)

DL

David L.

CEO

> "The ease with which I can develop CEO contacts and schedule initial Zoom meetings/phone calls."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3038937)

RB

Rachel B.

Associate Financial Advisor

> "I wish the software didn't delete the "new message" icon on my LinkedIn inbox."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3045382)

GD

Gregg D.

Recruiter

> "My ability to utilize my support person to get started and to continuously update and improve my searches. "

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3030760)

EB

Ed B.

Founder

> "The long time it takes to sync with Linkedin to receive or send messages."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3064880)

DA

Deborah A.

Sales Agent

> "I love the support that I get from Co-pilot and tweak what is not working for me and I am able to connect with the clients that I..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3041438)

CW

Christopher W.

RIA

> "The messaging gets confusing for me, between CoPilot and LinkedIn"

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3054689)

SH

Shane H.

Founder & CEO

> "I love that once the automated software gets a response, I get to take over and manually communicate with prospects."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3025663)

TT

Ted T.

Owner

> "I don't like to have to go back into CoPilot to respond to requests for information."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3035506)

NN

Navneet N.

Developer

> "Overall a great too to boost up your linkedin."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3995557)

JC

Jen C.

Recruiter/ Director of Culture

> "Sometimes there are glitches and I can't get in."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3043204)

CP

Charles P.

Financial Services Executive

> "It has build up my LinkedIn contacts from appx 250 to 1200 in 6 months. "

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3052308)

AW

Alexander W.

Financial advisor

> "Sorting through old connections to tag is very cumbersome."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3062529)

CL

Claudia L.

SVP

> "The automation makes prospecting a breeze, to increase activities and to filter out none-interested leads. "

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3029490)

Jack S.

Vice President Business Development

> "There are some software bugs from time to time."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3043147)

Eric W.

Ceo

> "I’ve given them lots of feedback about features I need, like a basic CRM and A/B testing campaigns, and they’ve taken it to heart."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3029139)

SH

Shane H.

Founder & CEO

> "sometimes too much of a one-size fits all."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3025663)

SS

Sheena S.

Associate Investment Advisor

> "Overall I've been very happy with this tool which has initiated conversations leading to 5 new households totalling approximately..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3025509)

TJ

Tom J.

Vice President-Agency Development

> "Disappointed with my initial training from a multitude of instructors until \[SENSITIVE CONTENT\] was assigned to me as my consultant."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3046637)

TJ

Tom J.

Vice President-Agency Development

> "She has a dynamic personality and is not afraid to share her opinions but is also willing to listen to my ideas for my specific..."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3046637)

AD

Abigail D.

Marketing Manager

> "Occasional bugs that have slowed us down."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3046030)

SH

Shane H.

Founder & CEO

> "It is great to be able to customize my voice but have the sequencing automated."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3025663)

TC

Thomas C.

Financial Advisor

> "Can be challenging to navigate at first."

[See full review](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#Capterra___3035384)

[View Reviews](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/reviews/)

## User interface

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)

4.12 (524)

[CoPilot AI](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/)

4.55 (118)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

A/B Testing

207

Important

Activity Dashboard

150

Important

AI Copilot

120

Important

Agile CRM

Top features

32/44

-   A/B Testing
-   Activity Dashboard
-   AI Copilot
-   API
-   Campaign Analytics
-   Campaign Management
-   Conversion Tracking
-   CRM
-   Customizable Branding
-   Customizable CTAs
-   Customizable Forms
-   Data Import/Export
-   Drag & Drop
-   Drip Campaigns
-   Dynamic Content
-   Email Marketing
-   Email Tracking
-   Engagement Tracking
-   Event Triggered Actions
-   Generative AI
-   Landing Pages/Web Forms
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Marketing Automation
-   Marketing Calendar
-   Mobile Access
-   Multi-Campaign
-   Multi-Channel Communication
-   Multi-Channel Marketing
-   Multivariate Testing
-   Real-Time Data
-   ROI Tracking
-   Sales Analytics
-   Search Marketing
-   Segmentation
-   SMS Marketing
-   Social Marketing
-   Template Management
-   Third-Party Integrations
-   Visual Analytics
-   Website Visitor Tracking
-   Workflow Management

[See all features](https://www.capterra.com/p/135148/Agile-CRM/#features)

CoPilot AI

19/44

-   A/B Testing
-   Activity Dashboard
-   AI Copilot
-   API
-   Campaign Analytics
-   Campaign Management
-   Conversion Tracking
-   CRM
-   Customizable Branding
-   Customizable CTAs
-   Customizable Forms
-   Data Import/Export
-   Drag & Drop
-   Drip Campaigns
-   Dynamic Content
-   Email Marketing
-   Email Tracking
-   Engagement Tracking
-   Event Triggered Actions
-   Generative AI
-   Landing Pages/Web Forms
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Marketing Automation
-   Marketing Calendar
-   Mobile Access
-   Multi-Campaign
-   Multi-Channel Communication
-   Multi-Channel Marketing
-   Multivariate Testing
-   Real-Time Data
-   ROI Tracking
-   Sales Analytics
-   Search Marketing
-   Segmentation
-   SMS Marketing
-   Social Marketing
-   Template Management
-   Third-Party Integrations
-   Visual Analytics
-   Website Visitor Tracking
-   Workflow Management

[See all features](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/#features)

### Recognition

No recognitions have been awarded to Agile CRM

No recognitions have been awarded to CoPilot AI

### Deployment & support

Agile CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

CoPilot AI

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Agile CRM

-   By Agile CRM
-   Located in India
-   Founded in 2012

CoPilot AI

-   By CoPilot AI
-   Located in Canada
-   Founded in 2016

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vs

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