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Copilot description
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.
Who is Copilot best for
Copilot is a client portal platform that centralizes client interactions, providing tools for secure messaging, file sharing, and billing. Users praise its easy setup, user-friendly interface, and excellent customer support. However, some have noted issues with QuickBooks integration and limited portal layout control. Copilot streamlines client management and communication, making it ideal for service businesses seeking an all-in-one client interaction hub.
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Best for small businesses but suitable for medium and large enterprises.
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Ideal for service-based businesses like accounting firms, marketing agencies, and consultants.
Copilot features
Supported Copilot allows secure file sharing with clients, including customizable permissions. |
Supported Copilot offers built-in billing, payment processing, and revenue tracking. |
Supported Copilot supports task management features like creating tasks and tracking progress. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Copilot reviews
We've summarised 160 Copilot reviews (Copilot G2 reviews) and summarised the main points below.
- 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.
- 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.
Copilot pricing
The commentary is based on 29 reviews from Copilot G2 reviews.
Copilot's pricing receives mixed reviews. Some users find it affordable and a good value, especially for small businesses. Others consider the pricing tiers confusing or too expensive, particularly regarding the cost of custom domains and app integration. Several users point out the value compared to building a similar solution in-house.
Users sentiment
See the Copilot pricing page.
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Copilot has a free trial.
Includes 1 internal user, 50 clients, and 100 automation tasks per month. This plan is suitable for new businesses starting with Copilot.
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.
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.
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 alternatives
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Copilot FAQ
Copilot is a client portal platform for service businesses. It offers secure messaging, file sharing, contract management, billing, and forms. Copilot streamlines client management, improves communication, and automates workflows, integrating with other business applications.
What is Copilot and what does Copilot do?
Copilot is a client portal platform for service businesses. It offers secure messaging, file sharing, contract management, billing, and forms. Copilot streamlines client management, improves communication, and automates workflows, integrating with other business applications.
Copilot integrates with other business applications to streamline workflows. It offers flexible app integrations, including options for file sharing, billing, and task management, catering to diverse business needs. However, some integrations may require external links, and the range of native integrations is limited.
How does Copilot integrate with other tools?
Copilot integrates with other business applications to streamline workflows. It offers flexible app integrations, including options for file sharing, billing, and task management, catering to diverse business needs. However, some integrations may require external links, and the range of native integrations is limited.
Top alternatives to Copilot include Moxo, Ahsuite, SuiteDash, and Clinked. These platforms offer similar features like client portals, file sharing, and communication tools, catering to service-based businesses seeking streamlined client management and project workflows. ClickUp also presents a broader work management solution.
What the main competitors of Copilot?
Top alternatives to Copilot include Moxo, Ahsuite, SuiteDash, and Clinked. These platforms offer similar features like client portals, file sharing, and communication tools, catering to service-based businesses seeking streamlined client management and project workflows. ClickUp also presents a broader work management solution.
Yes, Copilot is a legitimate client portal platform. It offers features like secure file sharing, billing, and task management. Users praise its ease of use and customer support. However, some have noted issues with QuickBooks integration and limited portal customization.
Is Copilot legit?
Yes, Copilot is a legitimate client portal platform. It offers features like secure file sharing, billing, and task management. Users praise its ease of use and customer support. However, some have noted issues with QuickBooks integration and limited portal customization.
Copilot's pricing includes the Starter plan at $39/month, Professional at $149/month, and Advanced at $399/month. The Enterprise plan offers custom pricing for tech-enabled enterprises. Is Copilot worth it? Each plan provides increasing client, user, and automation task limits, making the product scalable for businesses of all sizes.
How much does Copilot cost?
Copilot's pricing includes the Starter plan at $39/month, Professional at $149/month, and Advanced at $399/month. The Enterprise plan offers custom pricing for tech-enabled enterprises. Is Copilot worth it? Each plan provides increasing client, user, and automation task limits, making the product scalable for businesses of all sizes.
Copilot's customer service is highly praised in reviews. Users describe the support team as "responsive," "assistive," and willing to "go the extra mile." They appreciate the quick response times and helpful solutions provided by the support team.
Is Copilot customer service good?
Copilot's customer service is highly praised in reviews. Users describe the support team as "responsive," "assistive," and willing to "go the extra mile." They appreciate the quick response times and helpful solutions provided by the support team.
Reviewed by
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.
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.