Copilot
Client portal for service businesses
⭐ 4.5/5 (600 reviews)
About Copilot
Copilot is a modern client portal platform for service businesses. It includes messaging, file sharing, billing, intake forms, and a branded portal experience for clients.
Key Features
- Branded client portal
- Messaging
- File sharing
- Billing and invoicing
- Intake forms
✅ Pros
- Beautiful client experience
- All-in-one client ops
- Custom branding
- Easy setup
❌ Cons
- Limited PM features
- Not a full PM tool
- Smaller ecosystem
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