What is Copilot?

Copilot is a customer portal platform that empowers businesses to provide their customers with a secure and personalized experience.

With Copilot, businesses gain access to a comprehensive solution for customer service, payments, file-sharing, contracts, forms, and help desk functionalities. By leveraging Copilot, businesses can offer their clients a centralized platform to access information, track progress, and collaborate on projects.

What makes Copilot strong?

Copilot's drag-and-drop interface makes it easy for businesses to create their own branded client portals without any coding experience. Clients can easily access and manage project information, files, and communications within the portal.
Copilot integrates with a wide range of popular business tools, such as Slack, Google Drive, DocuSign, and Stripe. This allows businesses to keep all of their client data and communication in one place.
Copilot takes security seriously and offers a variety of features to protect client data, such as two-factor authentication, role-based access control, and data encryption.
Businesses can customise the look and feel of their Copilot portal to match their brand. This helps to create a professional and consistent experience for clients.
Copilot is a scalable solution that can grow with your business. You can easily add new clients, projects, and users as your business expands.