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Copilot
Modernize your business with a streamlined client portal
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6 reviews
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1.2K followers
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Marlon Misra
•
2yr ago
Copilot - Modernize your business with a streamlined client portal
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.
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Marlon Misra
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1yr ago
Copilot Contracts App - Prepare, sign, send, and manage eSignature contracts
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.
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Marlon Misra
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2yr ago
Copilot Automations - Run your service business on autopilot
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.
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Marlon Misra
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6mo ago
Copilot Tasks App - The modern client portal, now with task management
Copilot is the modern all-in-one client portal for service businesses. With our new Tasks App you can assign tasks to team members to stay organized and to clients to keep them informed and engaged.
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Marlon Misra
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1yr ago
Copilot App Store - Our Client Portal now has an App Store
Copilot is the modern all-in-one client portal for service businesses. With our new App Store you can install Marketplace Apps built by 3rd party developers and build your own.
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