Copilot Features & Capabilities

Copilot

HulerHub

kitchen.co

Copilot is a modern client portal used by service businesses that want to unify the experience for their clients.

Access Controls/Permissions

Accounting Integration

Alerts/Notifications

Authentication

Automatic Backup

Autoresponders

Billing & Invoicing

Billing Portal

Case Notes

Catalog Management

Chat/Messaging

Client Management

Client Portal

Collaboration Tools

Communication Management

Compliance Management

Contact Database

Contact Management

Content Management

Contract/License Management

Credit Card Processing

Customizable Branding

Customizable Forms

Customizable Invoices

Customizable Templates

Data Import/Export

Data Security

Document Management

Document Storage

Drag & Drop

Electronic Signature

Encryption

File Management

File Sharing

File Transfer

Forms Management

Full Text Search

Invoice Creation

Invoice History

Knowledge Base Management

Live Chat

Messaging

Mobile Access

Mobile Payments

Multi-Channel Communication

Multi-Currency

Multi-Language

Online Invoicing

Online Payments

Payment Processing

Real Time Synchronization

Real-Time Chat

Real-time Consumer-facing Chat

Real-Time Notifications

Recurring/Subscription Billing

Reminders

Role-Based Permissions

Search/Filter

Secure Data Storage

Self Service Portal

Single Sign On

Surveys & Feedback

Tagging

Task Management

Text Editing

Third-Party Integrations

Transcripts/Chat History

Two-Factor Authentication

Unified Directory

User Management

Workflow Management

Before portal, I was using WIX to do everything, but it really isn't the best. I needed a marketing page and a separate account system. This way I can make it look simple for future clients on my marketing page, then be able to show my clients everything once they were interested.

Super friendly company, and easy to work with!

Overall it has been a phenomenal experience. Marlon got me set up within minutes and the client portal is very easy to customize and prepare for our clients.

Best client facing portal out there.

Terrible. I did not sign up for this--it was pushed on me. Every time I write I have to shut it off.

Copilot is intrusive and annoying

We were looking for a solution that makes it easy for clients to pay us and that's exactly what we got. Clients can now pay us on our own website with credit card or ACH and everything, including the email notifications, are branded to our company. Some clients have even paid us directly from their mobile phones, which was inconceivable with the arcane software we were using before. 

Modern client billing portal solution

We are very happy with Portal. Now that customers can pay us from our own website, we know that payment experience we can offer our clients is much more professional. We are especially happy with all the attention to details - things like email notifications, mobile checkout, etc. are all done really well.


Best white label billing solution

Portal does make good portals. 

We are very happy with the client portal product. It looks modern and is easy to use. The support has also been some of the best we have seen.

Excellent solution for files-sharing and eSignatures

The Portal team is very helpful whenever I have a question or need some esoteric support and the product itself works great for everything we need. I'm excited for their new features as well.

Covers all of our portal needs

Easy to get set up and helped solve an issue that I've been dealing with for a long time, so overall a good experience and would recommend it.

Clean and elegant solution to common problems

Professional white-label solution for communicating with clients and sharing information through art

Copilot screenshot: Copilot Dashboard

Copilot screenshot: Client Portal

Copilot screenshot: Messaging & Billing

Copilot screenshot: Files & Forms

Copilot screenshot: Helpdesk & Apps

Copilot screenshot: Automations

Reporting & Statistics

Contingency Billing

Purchasing & Receiving

Email Management

Real-Time Reporting

Fraud Detection

Tax Calculation

Invoice Processing

Projections

Bulk Send

Time & Expense Tracking

Dynamic Pricing

Activity Dashboard

Quotes/Estimates

Event Logs

Hourly Billing

Purchase Order Management

Dunning Management

File Encryption

Backup and Recovery

Real-Time Data

Credit Note

Process/Workflow Automation

Master Data Management

Project Billing

Financial Management

Customizable Reports

Billing and Invoicing

Copilot Features

Features Summary

Screenshots

Contenders comparison

Reviewers who mentioned features said: