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Launched on January 19th, 2024
With Copilot, service businesses can set up a client portal, enabling clients to send messages, make payments, upload files, sign contracts, submit forms, and access custom apps — all from one unified place.
Copilot is a modern client portal built for service firms. With Copilot Automations, service businesses can use our API and Zapier to automate client intake, sync CRMs, backup files, and connect 100s of external products.
Copilot is the modern all-in-one client portal for service businesses. With our new Contracts App you can create reusable contract templates, assign them to clients, and track submissions and requests in a consolidated view.
Superb for streamlining the software development process with its autofill feature. Also, for finding those issues with code when you have been staring at the screen for too long.
I started using Copilot a year ago, which has made my freelancing business move smoothly. I do graphic design, photography, videography, and more. My company fits in the Marketing Agency industry. I look and feel like I'm running a modern professional business. I found out about them through an Instagram ad. I loved their energy whenever I needed help. I found out about their hiring and joined their team this year! I produced all their video tutorials and made the launch video you see in this post. Seriously honored and proud of the company I work for. Super excited for whats to come as well.
I’ve used Copilot for over a year, and it’s been incredibly supportive in streamlining and scaling my business. It’s modern, straightforward, yet extremely feature rich.
