Copilot is a modern client portal that offers a one-stop shop experience for service businesses. It streamlines messaging, payments, file-sharing, help centers, custom app access, and more. With Copilot, businesses can consolidate their technology stack and provide clients with a branded and unified experience. The platform also offers integrations with popular products and the ability to build custom apps. Automations and a supportive community are additional features that help service businesses scale and provide excellent support.
Copilot
Give clients a one-stop shop experience with a client portal that streamlines messaging, payments, file-sharing, help centers, custom app access, and more.
Thousands of service businesses choose Copilot to streamline their business and client experience.
Tech-enabled service businesses of all types — accounting firms, marketing agencies, startups, consulting firms, real estate firms, and others — run on Copilot to provide clients a branded, unified, and delightful experience on web and mobile
- Marketing Agencies
- Marketing Agencies
Marketing Agencies
Accounting and Bookkeeping
eCommerce
Freelancers
Law Firms
Technology
Accounting and Bookkeeping
eCommerce
Freelancers
Law Firms
Technology
Accounting and Bookkeeping
eCommerce
Freelancers
Law Firms
Technology
Everything you need to run a modern service business.
Consolidate your technology stack. Copilot comes with messaging, billing, file-sharing, eSignatures, intake forms, and help desks out of the box. And with modularity built in, start with just one App and seamlessly enable more over time.
- Messaging
- Billing
- Files
- Forms
- Helpdesk
Messaging
Let clients securely and seamlessly message you from your portal, and give your team the ability to centralize client communication and stay organized.
Go even further with Copilot's App Platform.
Connect the products you already use and integrate them into your portal. Calendly, Airtable, Google Data Studio, and thousands more are available for integration. You can also build or request a Custom App and create a completely unique experience.
- CalendlyAirtableGoogle DocsGoogle SheetsPower BIDataboxLooker StudioTypeformYouTubeLoomJotformClickUp
- CalendlyAirtableGoogle DocsGoogle SheetsPower BIDataboxLooker StudioTypeformYouTubeLoomJotformClickUp
- CalendlyAirtableGoogle DocsGoogle SheetsPower BIDataboxLooker StudioTypeformYouTubeLoomJotformClickUp
Scale faster than your headcount with Automations.
Automate workflows and get valuable time back. For example, you can let clients self-serve sign up and then automatically send them a welcome message, assign an onboarding form, and upload standard files. Use Zapier or Make for easy setup or our API for full control.
Client activates account
Trigger
Company size < 50
Condition
Company size > 50
Condition
Assign SMB onboarding form
Action
Send meeting scheduling link
Action
Create lead in Salesforce
Action
The support you need, when you need it.
Our Community
Meet our team and a community of businesses that run on Copilot. Requires a Slack account.
Product Demo
Watch a recorded product tour where we go over key features for your team, the client experience, and more.