Copilot

VERIFIED

by Copilot

CRM

What is Copilot?

Copilot is a client portal and CRM platform for agencies and professional services firms. It provides branded client portals, manages client communications, handles contracts and billing, tracks project delivery, and provides a professional client experience.

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Copilot Features

Contact management

Lead management

Sales pipeline

Email integration

Task management

Calendar integration

View All 41 Features

Reporting and analytics

Mobile access

Customizable dashboards

Workflow automation

Document management

Social media integration

Customer segmentation

Sales forecasting

Third party integrations

Role based access control

Customer support ticketing

Marketing automation

Data import/export

Api access

Crm & sales dashboards

Expense management

Performance management

Field sales management

Workflow management

Call logging

Calendar management

Client portal

Forms management

Client management

Communication management

Data analysis

Progress tracking

Access control

Billing portal

Data modeling

Account management

Experience management

Application management

Action item tracking

Queue management

Copilot Resources

Copilot Screenshots

Frequently Asked Questions

Is there a free plan or free trial for Copilot?

Copilot may offer a free plan or trial for new users. You can sign up to explore available options.

How much does Copilot cost?

Copilot offers flexible pricing plans depending on your business needs. Check their official website for the most current pricing details.

What does Copilot integrate with?

Copilot integrates with popular tools like Slack, Zapier, Google Workspace, QuickBooks, Mailchimp, HubSpot, Microsoft Teams, and Salesforce, making it easy to connect with your existing workflow.

Who is Copilot best for?

Copilot is ideal for agencies, marketing firms, consulting businesses, and service providers who need a robust client portal and CRM. It suits small to medium-sized teams handling client management, billing, and communications.

What are the best alternatives to Copilot?

Great alternatives include HubSpot for comprehensive inbound marketing, Salesforce for enterprise-scale CRM, Pipedrive for sales-focused pipelines, Zoho CRM for affordable all-in-one solutions, and ActiveCampaign for email automation and CRM combo.

Is Copilot GDPR / SOC 2 compliant?

For specific compliance certifications, it's recommended to contact Copilot directly or check their security documentation.

Does Copilot have a mobile app?

Yes, Copilot offers mobile apps for both iOS and Android, allowing you to manage clients and tasks on the go.

What do real users say about Copilot?

Users praise Copilot for its intuitive client portal, seamless communication tools, and strong agency-focused features. Many appreciate the ease of tracking projects and billing, though some mention a learning curve for advanced customizations and occasional requests for more reporting options.

How does Copilot compare to its top competitor?

Compared to HubSpot, Copilot stands out with its agency-specific client portal and CRM tailored for service providers, while HubSpot excels in broader marketing automation and inbound strategies for larger teams.

Does Copilot offer customer support?

Yes, Copilot provides customer support through email, live chat, a knowledge base, and community forums, with priority options for higher-tier plans.