How It Works

Saving Money on Software is Simple — When You Have the Right CoPilot

At Savings CoPilot, we make smarter software decisions easy and stress-free.

Our process is simple, fast, and — best of all — completely free for your business.

Here’s exactly what happens when you work with us:

Step 1: Share Your Current Software and Needs

It starts with a simple form.

We’ll ask you for a little bit of basic information, like:

What software tools your company currently uses (CRM, communications, marketing, project management, etc.)
Roughly what you’re paying (if you know)
If there are any tools you’re especially unhappy with, want to replace, or just want to lower costs on

No deep technical questions. No complicated spreadsheets.

Just a few quick details — we do the heavy lifting from there.

Get Your Free Software Savings Review

Step 2: Our Experts Analyze Your Setup

Once we receive your information, our team — with over 80 years of combined experience — gets to work:

Software Cost Analysis — We look at your current expenses compared to industry benchmarks and modern alternatives.
Needs Matching — We review whether the features you’re paying for match your actual business needs (many companies overpay for features they never use!).
Savings Opportunity Report — We identify better-value tools, bundles, or discounts — even with vendors you already use.

In just a few days, you’ll receive a personalized evaluation showing where and how you can save — often without even needing to switch everything you’re already using.

Step 3: Get Clear, Actionable Recommendations

You’ll receive a straightforward, personalized report that covers:

Specific savings opportunities
Suggested alternatives (if better fits exist)
Potential ways to renegotiate current contracts
Optional introductions to trusted software vendors we recommend

There’s no pressure to switch.

You stay in full control — we simply provide better, smarter options so you can make the best decision for your business.

Step 4: Meet Trusted Vendors (Only If You Want)

If you like one of our recommended solutions, we’ll personally coordinate an introduction to a trusted vendor representative — someone trained to work with small and mid-sized businesses like yours.