Sales enablement is a mess at most B2B companies. There, I said it. If you’re reading this, you’re probably drowning in Google Docs, Slack threads, and version control nightmares — all while trying to keep sales reps on message and up to date. You want a tool that actually helps, not one that adds another layer of “process.” This review digs into Copy, a B2B go-to-market (GTM) software tool that claims to streamline sales enablement workflows. I’ve spent real time with it — here’s how it actually stacks up.
Who Should Care?
This review is for people who:
- Manage or support sales teams (enablement, ops, RevOps, content, product marketing)
- Are tired of duct-taping together solutions with Google Drive, Notion, and email
- Want to know if Copy really saves time, or if it’s just another thing to log into
If you’re a solo founder or your “sales enablement” is a folder of PDFs, you probably don’t need this. But if your team is tripping over outdated decks and you’re getting “do you have the latest?” DMs daily, keep reading.
What Is Copy, Really?
Let’s get clear up front: Copy is billed as a centralized platform for organizing, distributing, and updating sales enablement content — things like pitch decks, case studies, battlecards, and messaging docs. You plug in your content, organize it by persona or deal stage, and sales reps pull what they need (supposedly, always the latest version).
It aims to replace random shared drives, cobbled-together Notion pages, and the classic “latest_deck_FINAL_FINAL_v2.pptx” problem. It’s not a CRM, it’s not outreach automation, and it doesn’t write your sales copy for you. It’s the “single source of truth” for sales content — at least in theory.
The Setup Experience: Quick, But Not Magic
Getting Started
Setup is pretty painless. The UI is clean and modern — no weird jargon or endless onboarding checklists. You:
- Sign up and invite your team (sales, marketing, whoever manages content).
- Start uploading or linking your sales content (PDFs, PPTs, Google Docs, etc.).
- Organize things into “playbooks,” “personas,” or “deal stages.”
A few honest takes:
- Importing content is easy if you’re already halfway organized. If your files are scattered, expect to spend some time cleaning house first.
- Permissions are straightforward. You can lock down who sees what, which is handy for products with multiple segments or sensitive internal docs.
- The learning curve is low. Most people picked it up in an afternoon.
Pro tip: Before you even sign up, audit the content you actually want reps using. No software will fix a mess if you just upload everything.
Day-to-Day Use: Where Copy Shines (and Where It Doesn’t)
The Good
- Search actually works. This is a big deal. You can search by keyword, persona, or even deal stage, and it pulls up relevant content fast — no more “I know it’s in here somewhere…” headaches.
- Versioning is clear. You can update a doc, notify the team, and know everyone’s using the latest stuff. No more “which deck did you send?” drama.
- Integrations are solid. Copy plugs into Google Drive, Slack, and (with some setup) Salesforce. You can push updates or get notified when content is used.
- Analytics are helpful. You can see what’s being used, what’s ignored, and who’s downloading what. This is great for spotting dead content or training gaps.
The Not-So-Good
- No magic AI. Despite some marketing noise, Copy doesn’t auto-tag content or rewrite your messaging. You still have to do the organizing and updating yourself.
- Customization is limited. If you want hyper-specific workflows or deep CRM automation, you’ll hit walls. It’s built for sales content, not as a general knowledge base.
- Mobile is just okay. The mobile web experience works, but it’s not the slickest thing out there. Don’t expect field reps to love it on a phone.
Stuff to Ignore
- Gamification features. There are some “badges” and usage leaderboards. In my experience, sales reps don’t care — they just want answers fast.
- Internal chat. It’s there, but everyone’s already on Slack or Teams. Don’t bother.
Real-World Pros and Cons
What Works
- Reps actually use it. This is the litmus test. Because search is fast and content is well-organized, reps stop bugging enablement for the latest deck.
- You can sunset old tools. If you’ve been juggling five different content repositories, Copy really can replace them (assuming you do the migration work).
- Audit trails matter. When legal or compliance comes knocking, you can show exactly what was sent and when. No more “I think I sent the right version…”
What Doesn’t
- You still need process. Copy is a tool, not a magic wand. If nobody owns content upkeep, it’ll rot just like your old shared drive.
- Limited automation. Don’t expect workflows that trigger CRM updates or auto-pull data from other tools. It’s not that kind of platform.
- Pricing can sting. It’s not the cheapest thing out there, especially at scale. If you’re a small team, it might not pencil out.
How to Actually Get Value from Copy
If you decide to move forward, here’s how to avoid disappointment:
- Clean up your content first.
- Archive everything old. Decide what’s truly “enablement” material.
- Tag docs by use case: persona, deal stage, competitor, etc.
- Assign ownership.
- Someone has to OWN the content library. Otherwise, it’ll turn into a digital junk drawer again.
- Set clear update cadences.
- Quarterly reviews work for most. Tie it to product launches, not just a calendar.
- Train your reps (briefly).
- No hour-long workshops. Just show them how to search and download. That’s 90% of it.
- Monitor and adapt.
- Use the analytics to see what’s actually useful. Prune what’s ignored, double down on what works.
- Integrate with your workflow.
- Hook up Slack alerts for new content. Link content directly from Salesforce if possible. The less clicking around, the better.
Pro tip: Don’t try to migrate everything on day one. Start with fresh launches or your highest-impact content, then work backward.
The Verdict: Worth It, But Only If You Commit
Copy is not a miracle cure, but it does solve real, annoying problems for B2B sales teams wrangling lots of content and lots of reps. If you’re willing to put in a weekend to clean up your content and someone owns the library going forward, you’ll probably see fewer “where’s that deck?” messages almost immediately.
If you’re hoping for a tool that organizes itself or magically makes reps care about enablement, you’ll be disappointed. But if you want a clean, reliable home for your sales docs — and you’re ready to keep it tidy — Copy is one of the better options out there.
Keep it simple. Start with your most-used content, see what actually gets traction, and iterate from there. Don’t overthink it. The best sales enablement tool is the one your team actually uses.