Copilot
Modernize your business with a streamlined client portal
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Copilot - Modernize your business with a streamlined client portal

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With Copilot, service businesses can set up a client portal, enabling clients to send messages, make payments, upload files, sign contracts, submit forms, and access custom apps — all from one unified place.

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and the team are amazing!
Maker
thanks Greg!
I am obsessed with Copilot and have been using it to run my pitch deck agency, Trulytell. I highly recommend if you're looking to streamline collaboration and efficiency. Congrats and team!
Maker
Thank you so much for your support and feedback!
What a brilliant concept! Congratulations on your successful launch!
Maker
thanks Michael!
Super cool. Can it be used just for billing?
Maker
Yes! You can turn on just the Apps you need. There's a lot of businesses doing this -- for example, just using Copilot as a billing portal or file upload portal. We actually recommend starting just with the Apps you really need and then adding more as you get comfortable with the software, so that if you're switching over from another tool it's a faster migration. more on this here: -
I think that this is super convenient for service businesses like mine and . it give owner operators a convenient way for customers to make payments, upload files, sign contracts, and submit forms all in one place, brilliant.
Maker
Thanks Akhee! If you multiple businesses we've made it easier in Copilot 1.0 to manage your workspaces[1] so you can have multiple portals with different branding and seamlessly switch between them! Give it a try and let us know what you think. [1]
So impressed by what this team built. Extremely thoughtful product design all the way through makes Copilot a true pleasure to use that you almost wish it wasn't so darn efficient and streamlined so you can spend more time "using" it.
Maker
thank you Nick!
Putting this in my back pocket as my company scales. This is such a unique concept
Maker
love it, thanks for the support!
Incredible product and even more incredible team. Amazing progress already and can’t wait for what’s to come!
Maker
ty brother!
This looks amazing. Any thoughts about integrating with HubSpot?
Maker
Hi Dave, great question: it is something on our roadmap. We currently have Zapier automations with specific triggers. Would love to gather more information on what you'd be looking for.
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