Copilot Reviews - Pros & Cons, Ratings & more

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

Copilot

Web-based

Creative Director

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.

Owner

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

Sales Development Representative

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

Software Engineer 

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.

The entire team over at Portal is absolutely incredible. Wonderful to work with and very helpful.

CEO and co-founder

To us, our portal is a reflection of our brand (just like our website), and so great product design is absolutely paramount.

Analyst

It looks modern and is easy to use. The support has also been some of the best we have seen.

Lawyer

The messaging module is a great place to keep all our conversation organized. Portal lets us use our own branding and gives us a modern presence that is easy to use.

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

Senior Paralegal 

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

FL Administrator

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

I am also very tech savvy, so I picked it up quickly, but training others to use it was tricky.

Overloop

Docusign

Zoho CRM

Gorgias

a step forward with tech use on software products

co-pilot usage 

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.

Portal does make good portals. 

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!

The entire team over at Portal is absolutely incredible! Wonderful to work with and very helpful.

Best Customer Portal

Best Solution By Far!  

We were using about 10 different products to interact with our customers and then we came across Portal. I no longer have to juggle so many apps just to interact with my customers on necessities. Very happy with what Portal is doing!

Best bundle ever

Best tool for onboarding and managing clients

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

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

Just great, really can't overstate how simple this product is to use and has built in helpers as well.👍🏻👍🏻👍🏻

Easy to use and feature rich.

My team is satisfied with the whole experience. The development team has made themselves available to us for 1/1 support anytime and we couldn't ask for a better experience.

Absolutely fantastic, all software products should be this well designed

Covers all of our portal needs

We are very happy with the product overall and the 3 modules we currently use (messaging, intake forms, file-sharing). The support is also extremely responsive!

Highly customizable toolset with clean modern design

We are delighted that we now have a centralized client portal and don't need to manage several tools that don't work together.

By far the best designed client portal product

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

We have tried so many customer portal products and what sets this one apart is modern design that is expected in 2021. To us, our portal is a reflection of our brand (just like our website), and so great product design is absolutely paramount.


  Messaging, file-sharing, and billing in one place!

Everything from starting a conversation in the messaging module to sharing files and finally billing customers is done in single place which really reduces the overhead in working with clients.

Best Portal for Files, Billing and Communication with clients

We were looking for a solution that lets us share contracts with clients and get them signed. Portal excels at this because it makes the experience for our team and our clients really simple. We also love that the solution is completely white label and that we were able to set it up on our own domain. 

Amazing white label file sharing & eSignature 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

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. 

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