What is Copilot?

Copilot is a customer portal platform that enables businesses to give their customers a secure and tailored experience. Copilot offers businesses a comprehensive solution for customer service, payments, file-sharing, contracts, forms and help desk. Businesses can provide their clients a single spot to obtain information, monitor progress, and collaborate on projects with Copilot.

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.

All features

  • Customer Portal
  • Workflow Management
  • Invoicing
  • Accounting Integration
  • Content Management
  • File Sharing
  • Payment Processing
  • Contact Database
  • CRM

Pricing

Starter

monthly

US$

29

Billed annually

Professional

monthly

US$

69

Billed annually

Advanced

monthly

US$

119

Billed annually

Copilot Plus (custom)

monthly

US$

2000

Starting from

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