Copilot
Copilot is a modern client portal used by service businesses that want to streamline the experience for their clients.
What is Copilot?
Copilot s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. Today, hundreds of tech-enabled service businesses operating across technology, marketing, financial services, and other industries run on Copilot.
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FAQ
The official website of Copilot is https://www.copilotup.com/
Copilot s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. Today, hundreds of tech-enabled service businesses operating across technology, marketing, financial services, and other industries run on Copilot.
Copilot belongs to the Accounting Practice Management, Billing and Invoicing, Client Onboarding, Contract Management, File Sharing, Forms Automation, Janitorial, Legal Case Management, Portal, Sales Content Management, Student Information System, Task Management category.
Copilot offers features such as Billing & Invoicing, Client Management, Client Portal, Document Management, Due Date Tracking, Project Management, Task Management, Workflow Management, Billing Portal, Contact Database, Customizable Invoices, Invoice Processing, Mobile Payments, Payment Processing, Quotes/Estimates, Activity Dashboard, Communication Management, Onboarding, Third-Party Integrations, Contact Management, Digital Signature, Document Storage, Electronic Signature, Pre-built Templates, Access Controls/Permissions, Alerts/Notifications, Collaboration Tools, Drag & Drop, Encryption, Mobile Access, Real Time Synchronization, Search/Filter, Customizable Forms, Customizable Templates, Data Import/Export, Forms Creation & Design, Forms Management, Process/Workflow Automation, Commenting/Notes, Content Management, Full Text Search, Knowledge Base Management, Text Editing, Calendar Management, Case Notes, Customizable Branding, Data Security, File Sharing, SSL Security, Project Planning, Task Editing, To-Do List.
No, Copilot does not offer a free trial.
Pricing
Starting at:
USD 39/per month
Free Trial Available
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