Copilot vs Clickatell Chat Commerce Platform

by Gralio Feb 07, 2025

Copilot and Clickatell serve different business needs. Copilot excels in client relationship management with its portal, while Clickatell focuses on enhancing sales and marketing through chat-based communication. Choose Copilot for streamlined client collaboration and project management. Choose Clickatell for reaching customers and driving sales through messaging apps.

At Gralio.ai we help to simplify your decision-making process by offering detailed, side-by-side software comparisons like this one, to help you confidently choose the tool that aligns with your business goals.

This comparison was created by analysing 222 reviews and 60 websites, saving 1 hour, 44 minutes of reading.

About

Copilot is a client portal platform designed for service-based businesses of all sizes. It provides a central hub for client interactions, offering tools such as secure messaging, file sharing, contract management, billing, and form creation. The platform is customizable and integrates with other popular business applications. Copilot aims to streamline client management, improve communication, and automate workflows for businesses in various industries.
Clickatell Chat Commerce Platform helps businesses connect with customers through popular messaging apps and text messages. It offers tools for automated messaging, live customer support, and even accepting payments within the chat. Clickatell focuses on making customer interactions more convenient and engaging, ultimately aiming to increase sales and customer satisfaction while reducing costs for businesses.

Summary

Main difference
Copilot offers a centralized client portal for managing files, communication, and billing, making it ideal for service-based businesses needing close client collaboration. Clickatell Chat Commerce Platform focuses on customer interactions through chat and messaging apps, best suited for businesses prioritizing sales and marketing through conversational channels.

Relative strengths of Copilot (compared to Clickatell Chat Commerce Platform)

  • Provides a centralized client portal for seamless client interaction and file management.

  • Offers built-in billing and invoicing features, simplifying financial operations.

  • Includes task management capabilities for improved project organization and collaboration.

Relative weaknesses of Copilot (compared to Clickatell Chat Commerce Platform)

  • Limited native integrations may require workarounds for connecting with certain business tools.

  • Client portal layout customization options are somewhat restricted.

  • Reported QuickBooks linking issues can complicate invoice management.

Who should use Copilot VS. Clickatell Chat Commerce Platform

Copilot centralizes client interactions, providing tools for messaging, file sharing, and billing. Users praise its easy setup, clean interface, and great support. However, some have noted issues with QuickBooks integration and limited portal layout control. Ideal for service businesses seeking streamlined client and project management.

Clickatell's Chat Commerce Platform is ideal for small businesses seeking to boost customer engagement and sales through chat and messaging. Users praise the platform's fast support, integrations, and live chat functionality, especially the smooth WhatsApp integration. However, some have noted difficulties managing campaigns and a lack of features like variable data. Consider Clickatell if your business prioritizes efficient chat-based communication but be aware of potential campaign management limitations.

  • Best for small businesses but can be used by medium and large companies.

  • Suitable for service-based businesses such as accounting firms, marketing agencies, and consultants.

  • Best for small businesses.

  • Limited industry-specific information available.

Copilot and Clickatell Chat Commerce Platform features

Supported
Partially supported
Not supported
Type in the name of the feature or in your own words tell us what you need
  • Secure Client Messaging
    Unknown

    It is unclear if Copilot supports secure client messaging.

    Supported

    Clickatell offers secure messaging with end-to-end encryption and robust data protection.

  • Invoicing
    Supported

    Copilot supports invoicing via the Billing App.

    Not supported

    Clickatell primarily focuses on payments and transactions within chat, not generating invoices.

  • Tasks
    Supported

    Copilot enables assigning tasks to clients for better organization via its Tasks App.

    Not supported

    Clickatell does not directly support assigning tasks to clients.

  • Client portal access
    Supported

    Clients can access and manage invoices and payment history through the client portal.

    Not supported

    Clickatell does not appear to offer a client portal for managing invoices and payment history.

  • File sharing
    Supported

    Copilot allows secure file sharing with clients, including customizable permissions.

    Not supported

    File sharing is not directly supported.

  • Client portal
    Supported

    Copilot offers a dedicated client portal login space accessible via web and mobile.

    Not supported

    Clickatell does not offer a dedicated client portal space.

Qualities

  • Value and Pricing Transparency
    -0.14
    Neutral sentiment
    No data
  • Customer Service
    +1
    Strongly positive sentiment
    No data
  • Ease of Use
    +1
    Strongly positive sentiment
    No data
  • Reliability and Performance
    +0.75
    Strongly positive sentiment
    No data
  • Ease of Implementation
    +0.83
    Strongly positive sentiment
    No data
  • Scalability
    No data
    No data
Copilot and Clickatell Chat Commerce Platform Pricing
Copilot is a business management platform that offers a suite of tools to streamline client interactions, project management, and financial operations. There are four pricing tiers: Starter, Professional, Advanced, and Enterprise. Each plan includes core features like CRM, client portal, messaging, invoicing, and task management. Higher-tier plans offer additional benefits such as custom domain, API access, advanced security features, and priority support. The Enterprise plan provides tailored pricing based on specific business requirements.
Plans

User sentiment

Neutral
-0.14

See full Pricing page

No data

See full Pricing page

Copilot and Clickatell Chat Commerce Platform review insights

162 reviews analysed from

Users love

  • Easy setup and customization.
  • Clean and user-friendly interface.
  • Excellent, responsive customer support.
  • Centralized client communication and resource hub.
  • Flexible app integrations for diverse business needs.
  • Fast turnaround times and efficient problem-solving by the support team.
  • Wide variety of integrations, making it easy to connect with other platforms.
  • Effective live chat support functionality, including chatbot integration.
  • Helpful and knowledgeable staff providing excellent customer service.
  • Smooth and easy WhatsApp integration process with minimal technical expertise required.

Users dislike

  • Quickbooks linking issues require extra invoice management.
  • Limited control over portal layout.
  • Custom domains limited to higher-tier plans.
  • Limited native integrations, some requiring external links.
  • Client billing area needs improvement.
  • Difficult to manage campaigns, with issues in deleting or modifying scheduled messages.
  • Lack of essential features like variable data, making the new platform less functional than the old one.
  • Unreliable SMS delivery with frequent failures and non-existent customer support.
  • Unexpected service discontinuation without notice or refunds, leading to significant integration costs.
  • Confusing pricing and hidden costs, especially for setup and other unexplained charges.

Copilot and Clickatell Chat Commerce Platform Ratings

  • G2
    4.8/5
    (212)
  • G2
    4.3/5
    (2)
  • TrustPilot
    2.8/5
    (60)
  • Glassdoor
    3.2/5
    (76)

Company health

Employee growth

8% increase in the last year
4% decrease in the last year

Web traffic

34% increase in the last quarter
No data

Financing

February 2023 - $10M
November 2021 - $109M

How do Copilot's client management features compare to Clickatell's chat-based customer engagement?

Copilot focuses on providing a centralized client portal for managing all client interactions, including file sharing, tasks, and billing, creating a comprehensive hub for ongoing client relationships. Clickatell, on the other hand, specializes in chat-based customer engagement, enabling businesses to interact with customers through various messaging channels and automate communication for sales and support. While both offer messaging features, Copilot's is within the context of a broader client management platform, whereas Clickatell is specifically geared towards real-time chat interactions and commerce within those channels.

Which product best integrates communication tools for a service-based business?

Copilot is the better choice for a service-based business seeking to integrate communication tools. It offers a centralized client portal with features like secure messaging, file sharing, and task management, creating a unified communication hub. While Clickatell focuses on chat and messaging across various platforms, it lacks the comprehensive client management and project-focused features offered by Copilot. For a service business, the integrated approach of Copilot, combining communication with other essential client interaction tools, is more beneficial than a standalone chat platform.

What are the advantages of Copilot?

Copilot offers a centralized platform for client interaction, encompassing features like secure messaging, file sharing, and task management. It streamlines client communication and project management within a unified hub. Furthermore, Copilot is customizable and integrates with other business applications, catering to diverse business needs.

What are the disadvantages of Copilot?

Copilot users report issues with QuickBooks integration, limited portal layout control, custom domains restricted to higher-tier plans, limited native integrations necessitating external links, and a client billing area in need of improvement.

Alternatives to Copilot and Clickatell Chat Commerce Platform

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Birdeye
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SuiteDash
SuiteDash is a cloud-based software platform designed for small and medium-sized businesses. It offers a comprehensive suite of tools including CRM, project management, billing, online appointment scheduling, file sharing, and a client portal. SuiteDash aims to replace multiple single-purpose software solutions with one integrated platform, saving businesses money and streamlining operations. The platform is fully customizable to match your brand and offers automation features to improve efficiency.
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Page co-authored by
MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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