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Copilot Logo

Copilot

The new standard for modern service businesses.

Last updated: November 2024

Copilot - 2024 Pricing, Features, Reviews, & Alternatives

Table of Contents

What is Copilot?

Copilot is a technology platform that service businesses use to run and grow. Copilot’s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, help desks, forms, 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.

Benefits of using Copilot

- Modules for file-sharing, eSignatures, billing, messaging, intake forms, knowledge base, and more
- Fully customizable white-label solution that lets you connect a custom domain
- Modular design makes it possible to only turn on the modules you need
- Modern design on mobile and web with real-time notifications
- Ability to connect an existing marketing website or create a new one with our marketing website builder

Starting from

29

/user

Per month

Alternatives with better value for money

Copilot's key features

Features selected based on reviews from Copilot users:

Data Security
5.0
(3)
Collaboration Tools
5.0
(2)
Content Management
4.5
(4)
Knowledge Base Management
4.5
(4)
Online Invoicing
5.0
(2)
Client Portal
4.0
(2)

Features

4.9

/5

21

Ease of use

4.7

/5

21

All Copilot features

Document Management
4.7
(3)
Customizable Branding
5.0
(1)
Electronic Signature
5.0
(1)
Role-Based Permissions
5.0
(1)
Encryption
5.0
(1)
Contact Management
5.0
(1)
Secure Data Storage
5.0
(1)
Self Service Portal
5.0
(2)
Online Payments
4.5
(2)
File Sharing
5.0
(2)
Chat/Messaging
5.0
(1)
Billing Portal
5.0
(1)
Text Editing
4.5
(2)
Invoice Creation
5.0
(1)
Invoice History
5.0
(1)
Unified Directory
5.0
(1)
Mobile Payments
5.0
(2)
Access Controls/Permissions
5.0
(1)
Multi-Language
(0)
Multi-Currency
(0)
Multi-Channel Communication
(0)
Mobile Access
(0)
Payment Processing
5.0
(1)
Real Time Synchronization
5.0
(1)
Real-Time Chat
(0)
Real-time Consumer-facing Chat
5.0
(1)
Real-Time Notifications
(0)
Recurring/Subscription Billing
(0)
Reminders
(0)
Search/Filter
5.0
(1)
Single Sign On
(0)
Surveys & Feedback
(0)
Tagging
(0)
Task Management
(0)
Third-Party Integrations
(0)
Transcripts/Chat History
(0)
Two-Factor Authentication
(0)
User Management
(0)
Workflow Management
(0)
Accounting Integration
(0)
Alerts/Notifications
(0)
API
(0)
Authentication
(0)
Automatic Backup
(0)
Autoresponders
(0)
Billing & Invoicing
(0)
Case Notes
(0)
Catalog Management
(0)
Client Management
(0)
Communication Management
(0)
Compliance Management
(0)
Contact Database
(0)
Contract/License Management
(0)
Credit Card Processing
(0)
CRM
(0)
Customizable Forms
(0)
Customizable Invoices
(0)
Customizable Templates
(0)
Data Import/Export
(0)
Document Storage
(0)
Drag & Drop
(0)
File Management
(0)
File Transfer
(0)
Forms Management
(0)
Full Text Search
(0)
Live Chat
(0)
Messaging
(0)

Copilot alternatives

Copilot logo

Copilot

4.9
(21)

Starting from

29

/user

Per month

Free trial
Free version
Ease of Use
4.7
Features
4.9
Value for Money
4.9
Customer Support
4.8
Bitrix24 logo

Bitrix24

4.2
(921)
visit website

Starting from

61

Per month

Free trial
Free version
Ease of Use
4.0
Features
4.3
Value for Money
4.2
Customer Support
4.0
monday.com logo

monday.com

4.6
(5.3K)
visit website

Starting from

12

Per month

Free trial
Free version
Ease of Use
4.5
Features
4.4
Value for Money
4.3
Customer Support
4.5
Mango Practice Management logo

Mango Practice Management

3.9
(56)
visit website

Starting from

35

Per month

Free trial
Free version
Ease of Use
3.8
Features
3.8
Value for Money
3.9
Customer Support
3.9

Copilot pricing

Pricing options
Free plan
Subscription
Free trial
Pricing range

Value for money

4.9

/5

21

Starting from

29

/user

Per month

Copilot support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base
Chat

Training options

Live Online
Webinars
Videos

Copilot reviews

Overall rating

4.9

/5

21

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.19/10
Rating distribution

5

4

3

2

1

19

2

0

0

0

Pros
The portal has made it super easy to navigate with clients that aren't the best with technology or have to rely on something like google drive to share files.
AvatarImg

Myles D.

Creative Director

This portal software is the best one I can mind on the market. It is absolutely fantastic and beautifully created.

Verified reviewer

Anonymity request

The product is very clean and our clients are impressed by the simplicity and experience of working with Portal.
AvatarImg

Marcus M.

Sales Development Representative

Cons
There is currently no option to request signatures from multiple users at the same company.

Verified reviewer

Anonymity request

Establishing what exactly we needed was a bit difficult because it wasn't exactly what Portal is typically used for.
LK

Liz K.

Senior Paralegal

Sometimes difficult to discern if AI has been applied when using those features.
NC

NINA C.

FL Administrator

Read all reviews
Read all reviews

Copilot FAQs

Q. What type of pricing plans does Copilot offer?

Copilot has the following pricing plans:
Starting from: $29.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money

Q. Who are the typical users of Copilot?

Copilot has the following typical customers:
Freelancers, Mid Size Business, Small Business

Q. What languages does Copilot support?

Copilot supports the following languages:
English

Q. Does Copilot offer an API?

Yes, Copilot has an API available for use.

Q. What other apps does Copilot integrate with?

Copilot integrates with the following applications:
Calendly, Airtable, Databox, Stripe, Jotform, Typeform, ClickUp, Loom, Microsoft Power BI, YouTube

Q. What level of support does Copilot offer?

Copilot offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

Related categories

Legal Case Management
Billing and Invoicing
Knowledge Management
Live Chat
Portal
File Sharing

Select your country

US office

56 Top Gallant Road
Stamford, CT 06902
USA

Registered office

Calle Álava 121
08018 Barcelona,
Spain

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