Frida vs Copilot

Copilot in Outlook and Frida: two jobs in one inbox

Copilot in Outlook works on the mail. It prioritises arriving mail by itself, and it summarises threads and writes drafts when you ask. Frida works on the sale: it builds a board from the customer conversations, suggests new deals and stage moves and has follow-ups and replies ready. The two do different jobs and can be used side by side.

The film shows two different jobs in the same inbox: Copilot works on the mail, and Frida works on the sale.

Copilot: prioritises, summarises and drafts in Outlook

Frida: deals, stages and follow-ups from customer email

The two can be used in the same inbox

Two different jobs, and you can have both

Choose Copilot if …

  • you want help with the email itself: prioritising, summaries and drafts
  • you also want to use it in Word, Excel, PowerPoint and Teams with a Microsoft 365 Copilot licence
  • your sales data is in Dynamics 365 Sales or Salesforce, and you want it shown next to the email

Choose Frida if …

  • you want a board of your deals without buying a CRM to go with it
  • quotes must not stall because nobody followed up
  • you want to see whose move it is in every customer conversation

The mail or the sale

Both read your Outlook, but they look for different things. Copilot looks at the single email and thread. Frida looks at what the conversation means for a sale.

Copilot in Outlook

  • Reviews emails as they arrive and gives them high, normal or low priority.
  • Summarises a thread.
  • Writes a draft and coaches you on an email you have written yourself.
  • Creates and changes Outlook rules from plain language in the chat.
  • Helps with planning meetings and preparing for them.

Frida

  • Suggests a deal when a customer asks about something new.
  • Suggests moving the deal to the next stage when the conversation moves on.
  • Shows on Court who wrote last, and how long ago that was.
  • Has a follow-up ready when a quote has gone quiet.
  • Has a reply draft ready in your tone, for you to approve.

A working day with both

This is what a day can look like when you have Copilot in Outlook and have connected the same mailbox to Frida.

  1. Morning: Copilot has given the new emails a priority. In Frida, Court shows which deals are waiting for you and which are waiting for the customer.

  2. Mid-morning: a long thread from a customer. You ask Copilot for a summary, and in Frida the email is already in the deal’s history.

  3. Afternoon: a quote has had no reply. In Frida a follow-up draft is ready, and you read it and approve it.

  4. End of the day: the customer says yes. Frida suggests moving the deal to Agreement, and you ask Copilot to find a time for the kick-off meeting.

Three names that get mixed up

If you search for Copilot and CRM in Outlook, you meet three different things. It is worth keeping them apart before you choose.

Microsoft’s Sales agent is still called Copilot for Sales on some Microsoft pages. We have seen the change of name in the documentation; we have not found a page where Microsoft announces it.

  • Copilot in Outlook: the assistant in your inbox. It prioritises, summarises and drafts, and Microsoft’s page about it mentions neither deals nor a pipeline.
  • Microsoft’s Sales agent: an add-in for Outlook and an app for Teams that brings sales data from Dynamics 365 Sales or Salesforce in next to the email. In Outlook it summarises threads, suggests replies and next steps and can save the email and the contact to the CRM. According to Microsoft’s questions and answers about the Sales agent it is part of the Microsoft 365 Copilot licence, an administrator has to install it, and it needs one of those two CRMs.
  • Frida: a product of its own, not a part of Copilot. Frida is itself the overview of your deals and builds it from your Outlook, so you do not need another CRM.

What Frida does not do

Frida is not a general assistant, and it does not replace Copilot. If you choose Frida alone, there are things you do not get.

  • No help in Word, Excel, PowerPoint or Teams.
  • No prioritising of the whole inbox and no Outlook rules.
  • No marketing automation, customer-service desk, custom objects, forecasting or outbound email sequences.
  • Outlook and Microsoft 365 only.

What to check with Copilot

Microsoft itself describes where Copilot in Outlook works. Hold that up against the way you use Outlook.

  • The chat needs a work or school account.
  • The chat is in new Outlook for Windows and in Outlook on the web.
  • Copilot works on your primary mailbox.
  • Mailboxes outside Exchange Online are not covered.

Vendor documentation: Microsoft Copilot

Comparison

Frida and Copilot in Outlook: who does what

The two overlap in one place, which is reply drafts. The rest is two different jobs. What is said about Copilot comes from Microsoft’s own pages, and the source is on every row.

CriteriaFridaMicrosoft CopilotSource
What it works onThe sale: deals, stages and follow-ups from customer conversations.The mail: prioritising, summaries, drafts, rules and meeting planning in Outlook.Microsoft Copilot (opens in a new tab)
Without being askedSuggests new deals and stage moves and has follow-ups ready. You say yes or no.Can prioritise the inbox and help with rules; it does more than only answer prompts.Microsoft Copilot (opens in a new tab)
Deals and stagesA board built from your Outlook, with stages from Contact to Won.Microsoft’s questions-and-answers page about Copilot in Outlook mentions neither deals, a pipeline nor opportunities.Microsoft Copilot (opens in a new tab)
Reply draftsReady in your tone, written from the thread and the deal’s history. You approve every draft.Draft with Copilot writes a draft, and Coaching by Copilot advises on an email you have written yourself.Microsoft Copilot (opens in a new tab)
Sales data from a CRMFrida is itself the overview. You do not need another CRM.Microsoft’s Sales agent is part of the Microsoft 365 Copilot licence and works with Dynamics 365 Sales or Salesforce.Microsoft Sales agent FAQ (opens in a new tab)
What it requiresAn Outlook or Microsoft 365 mailbox. No Copilot licence.Copilot Chat in Outlook is available with eligible Microsoft 365 subscriptions without a separate Copilot add-on; fuller capabilities depend on licence and admin settings.Microsoft Copilot Chat (opens in a new tab)
Price of the licenceFrida needs no licence from Microsoft beyond your mailbox. Frida’s own price is under the table.Microsoft 365 Copilot costs USD 30.00 per user per month paid yearly, as of October 2026, on top of a qualifying Microsoft 365 plan.Microsoft 365 Copilot (opens in a new tab)
Outside OutlookNothing. Frida works with customer email and deals only.With a Microsoft 365 Copilot licence, Copilot also works in Word, Excel, PowerPoint and Teams.Microsoft 365 Copilot pricing (opens in a new tab)

Written by Frida from vendors’ public documentation, rather than hands-on testing of every tool. Frida sells one of the products. Features and plans can change.

Sources checked:

What does it cost?

Start
14-day trial — no payment card
Afterwards
Free with up to 5 active deals
Paid plans
from €4/mo
Try Frida free

FAQ

Questions people ask about Copilot in Outlook

Can I use Frida and Copilot at the same time?

Yes. They do different jobs in the same inbox. Copilot in Outlook prioritises the mail that arrives, and summarises and writes when you ask. Frida keeps track of the sale: it suggests deals and stage moves from the customer conversations and has the follow-up ready. Frida is a product of its own and is not a part of Copilot.

Do I need a Copilot licence to use Frida?

No. Frida needs an Outlook or Microsoft 365 mailbox and nothing else from Microsoft. You need neither Copilot Chat nor a Microsoft 365 Copilot licence, and you do not need Dynamics 365 Sales or Salesforce. If you already have Copilot, you can keep it. The two use the same mailbox for different jobs.

What is Microsoft’s Sales agent in Outlook?

The Sales agent is Microsoft’s add-in for Outlook and Teams for sales work. It is still called Copilot for Sales on some Microsoft pages. It brings sales data from Dynamics 365 Sales or Salesforce in next to the email, summarises threads, suggests replies and can save emails and contacts to the CRM. Microsoft describes it as part of the Microsoft 365 Copilot licence, and an administrator has to install it.

Can Copilot keep track of my deals?

The documentation for Copilot in Outlook does not describe a dealboard built from your conversations, like Frida’s. Microsoft’s Sales agent, which Microsoft describes as part of the Microsoft 365 Copilot licence, brings data from Dynamics 365 Sales or Salesforce into Outlook and needs one of those CRMs. This comparison covers Copilot in Outlook itself.

What does Microsoft 365 Copilot cost?

On its Microsoft 365 Copilot page, Microsoft states a price of USD 30.00 per user per month paid yearly, or USD 31.50 paid monthly with an annual commitment. That was read as of October 2026 and comes on top of a qualifying Microsoft 365 plan. According to Microsoft, Copilot Chat in Outlook comes with eligible Microsoft 365 subscriptions at no additional cost. What Frida costs is in the price block above these questions.

Keep exploring

Related Frida pages

How Frida works

Explore the workflow before connecting your email

Try an example without signing in, read the practical steps, or see how to connect your own email sources.

An unanswered quote

Follow a deal from its first email to new information and an updated next step. See what Frida brings together for you and what needs your decision. Fictional example data; no AI analysis or sending in the demo.

See a quote turn into a follow-up — no login

Use Frida in Outlook, ChatGPT and Claude

See setup, read access and limitations. Connections require configuration and your consent; they are not yet in the public directories.

See connections and setup

How to stop drowning in customer messages

You tell yourself "I'll reply later" — then the email gets buried under everything else. Here's how to stop losing customers in your own inbox.

Read the guide

CRM for Outlook for small B2B businesses

Your sales opportunities are already in Outlook

Frida finds the sales opportunities in your Outlook conversations, keeps them up to date and prepares the follow-up. You type nothing in, and nothing is sent before you have read it.

Connect Outlook for free