Audience
Technology platform that service businesses use to run and grow
About Copilot
Give clients a one-stop shop experience with a client portal that streamlines messaging, payments, file-sharing, help centers, custom app access, and more. Tech-enabled service businesses of all types — accounting firms, marketing agencies, startups, consulting firms, real estate firms, and others — run on Copilot to provide clients a branded, unified, and delightful experience on the web and mobile. Consolidate your technology stack. Copilot comes with messaging, billing, file-sharing, eSignatures, intake forms, and help desks out of the box. And with modularity built-in, start with just one App and seamlessly enable more over time. Create branded invoices and subscriptions, and make it easy for clients to pay, access invoices, and manage their payment credentials. Make it easy to share files with clients, stay organized with folders, and get contracts signed with eSignature requests.
Pricing
Starting Price:
$29 per user per month
Pricing Details:
Billed annually
Free Trial:
Free Trial available.
Integrations
API:
Yes, Copilot offers API access
No integrations listed.
Company Information
Copilot
Founded: 2020
United States
www.copilot.com
Videos and Screen Captures
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Smart video calling experience with multiple screen share and simultaneous document editing.
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Product Details
Platforms Supported
SaaS
Training
Documentation
Live Online
Videos
Support
Online