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.
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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.
Browse all features
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
39Starter
Includes 1 internal user, 50 clients, and 100 automation tasks per month. This plan is suitable for new businesses starting with Copilot.
149Professional
Provides 3 internal users, 500 clients, 1K automation tasks per month, custom domain, API access, and App Visibility settings. This plan is designed for established businesses seeking enhanced features.
399Advanced
Offers 5 internal users, unlimited clients and automation tasks, removes "Powered by Copilot" branding, includes Client Access permissions, and provides HIPAA compliance. This plan caters to scaling businesses with advanced security needs.
CustomEnterprise
Includes unlimited internal users, unlimited clients, unlimited automation tasks, a sandbox workspace, volume discounts, the lowest payment processing fees, and comprehensive support with a dedicated success manager and technical advisor. This plan is tailored for tech-enabled enterprises seeking a customized solution.
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
Moxo helps mid-sized businesses streamline client, vendor, and partner interactions. This secure platform allows you to create automated workflows, manage projects, collect documents, and host video meetings. By centralizing communications and offering project tracking, Moxo reduces email clutter and keeps everyone on the same page. This leads to faster onboarding, smoother project delivery, and increased efficiency for various teams, including financial, legal, and consulting.
ClickUp is a comprehensive work management platform designed to consolidate various work processes into one centralized location. It offers a wide array of features including task management, project planning, document collaboration, communication tools, goal setting, and automation options. ClickUp aims to enhance team collaboration, improve visibility across projects, and streamline workflows for increased productivity regardless of team size or industry.
Gupshup is a communication platform that helps businesses engage with their customers through various channels like SMS, WhatsApp, and chatbots. It offers tools for marketing, sales, and customer support. Gupshup allows businesses to automate conversations, send targeted messages, and manage customer interactions. With a large customer base and a focus on conversational AI, Gupshup aims to improve customer experience and increase sales for businesses.
Ahsuite is a client portal software designed for service businesses of all sizes. It allows you to create a secure online space where you can share documents, manage tasks, and communicate with clients. Ahsuite aims to streamline client communication and project management by providing a central hub for all interactions, replacing the need for scattered emails and tools. It offers features like file sharing, task management, embeddable dashboards, and integrations with various business applications. You can grant clients access to specific information, fostering transparency and collaboration.
Birdeye is an all-in-one experience marketing platform designed for multi-location businesses and local brands. It helps businesses manage their online presence, improve their reputation, and connect with customers through various channels like reviews, social media, and messaging. Birdeye uses AI to streamline tasks like generating social media posts, managing online listings, and analyzing customer feedback. Its goal is to help businesses enhance customer experience, build loyalty, and stand out in their local markets.
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.
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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