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Home › All Categories › Invoicing & Payment Processing › Copilot

Copilot Screenshot

Copilot

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Copilot Screenshot

This website offers a customizable client portal designed for modern service businesses, allowing for seamless communication, invoicing, task management, and contract handling. With a variety of apps and automation tools, it helps firms streamline operations and improve client experiences across multiple industries.

Copilot can be found in Invoicing & Payment Processing, Expense Management & Receipt Scanning Apps, Invoice Factoring & Cash Flow Management and Proposal & Contract Management categories.

Google Web Risk Check: September 04, 2025 *

Copilot Main Features

CRM
Manage client information and interactions in a simple way.
Files
Share files and keep them organized with folders.
Forms
Use forms to collect information from clients at any time.
Tasks
Assign tasks to clients to stay organized and keep track of work.
Embeds
Integrate other tools into your portal for a better client experience.
Billing
Create invoices and manage payments smoothly for your clients.
Security
We prioritize security to keep your data safe.
App Store
Browse and connect with other apps you already use.
Files App
Share and organize documents with your clients efficiently.
Forms App
Collect data easily with forms that clients can fill out.
Invoicing
You can create invoices for your clients and get paid easily.
Messaging
Allow clients to message you securely from their portal.
Easy Login
Clients can log in easily with different options like email or Google.
Automations
Create workflows that save time and reduce mistakes.
Custom Apps
Build your own apps on our platform to fit your needs.
Message App
This feature allows you to communicate securely with your clients.
Contract App
Manage all your contracts in one place for easy access.
Client Portal
Set up a modern portal for clients to access everything in one place.
Copilot on Make
Find automations that work with Make to streamline your tasks.
Copilot on Zapier
Discover automations that can help you save time using Zapier.
Notification Center
Get organized with a system to manage notifications easily.

Copilot Benefits

invoicing
You can send invoices and get paid quickly, which helps keep your business running smoothly.
automation
Automating tasks saves time and reduces mistakes, making your work more efficient.
custom apps
Building custom apps on the platform allows you to create tools that fit your specific needs.
flexibility
You can start with one app and add more as needed, allowing you to grow your tools with your business.
file sharing
You can share and organize documents easily, which helps everyone access the information they need.
communication
The messaging app helps you talk with clients securely, making it easier to stay in touch.
data collection
Using forms to collect data streamlines the process and saves time for both you and your clients.
task management
Assigning tasks to clients helps you stay organized and ensures everyone knows what to do.
client experience
A modern client portal gives clients a single place to communicate, pay, and access documents, improving their experience.
contract management
Managing contracts in one place makes it easier to keep track of important agreements.

Who should use Copilot?

Startups
They can quickly build custom apps without starting from scratch, saving time and effort.
Law Firms
They can keep client information safe and make it simple for clients to sign documents and share files.
Freelancers
They can manage their whole business on one platform, making it easy to keep everything organized.
Real Estate
They can let clients message them, make payments, and sign contracts all in one place, making the process smoother.
Accounting Firms
They can manage messages, files, and invoices all in one place, making their work easier and faster.
Consulting Firms
They can improve their brand and client relationships with a modern portal that makes everything easier.
Marketing Agencies
They can give clients easy access to important information and reports, helping them stay organized and better.

Copilot Alternatives

When looking for an alternative, consider the features that best meet your needs, such as communication tools, invoicing options, and document management capabilities.

ServiceJan

ServiceJan is an all-in-one platform designed for service providers to manage their business operations efficiently, from scheduling to invoicing. It connects customers with trusted service professionals, offering a seamless booking experience similar to ride-sharing apps.

Salestrip

Salestrip offers a comprehensive sales force automation solution designed to enhance productivity and streamline operations for various industries. With features like AI-driven analytics, expense automation, and multi-channel communication, it empowers businesses to make informed decisions and drive growth effectively.

Ikonic Marketer

This website offers a comprehensive platform designed to support Enagic business owners in managing their operations, generating leads, and increasing sales. With a range of tools for website design, invoicing, communication, and automation, users can streamline their business processes and access valuable education and community support.

SportsMarkit

SportsMarkit offers a comprehensive platform designed for athletes, sports teams, and businesses to manage payments, communications, and events seamlessly. With features like customizable websites, instant messaging, and easy payment tracking, it enhances engagement within the sports community.

LeapTeck

LeapTeck Solutions provides software that helps businesses streamline their workflow and improve organization by bringing essential tools together in one place. With features like automated messaging, online reviews, and easy invoicing, this platform enhances communication and boosts productivity for a more efficient business operation.

Technologies Used

Angular Cloudflare Google Tag Manager NextJS PartnerStack Vercel

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Extra Details

LinkedIn: https://www.linkedin.com/company/copilotplatforms

Facebook: https://www.facebook.com/copilotplatforms

X: https://x.com/copilotplatform

Instagram: https://instagram.com/copilotplatform

Niches: Accounting & Bookkeeping, Marketing Agencies, Consulting Firms

Year Established: 2020

Country: United States

SaaS Browser Published: February 28, 2025

Domain Rank: Subscribe ->

Estimated Organic Traffic: Subscribe ->

Copilot Conclusion

This website offers a customizable client portal designed for modern service businesses, allowing for seamless communication, invoicing, task management, and contract handling. With a variety of apps and automation tools, it helps firms streamline operations and improve client experiences across multiple industries.

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Explore more SaaS in these related categories: Invoicing & Payment Processing, Expense Management & Receipt Scanning Apps, Invoice Factoring & Cash Flow Management and Proposal & Contract Management

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Home › All Categories › Invoicing & Payment Processing › Copilot

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