Modernize your business with a streamlined client portal
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Marlon Misra

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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Phillip Hui Bon Hoa
Copilot is a phenomenal tool! Excited for all to come, and congrats on the launch!
Neil Raina
Maker
@phillip_hbh Thanks Phillip!
Jeff Chang
Congrats @marlonmisra1 and Neil on the launch!
Neil Raina
Maker
@jeff_chang3 Thanks for support and advise Jeff!
Vedran Rasic
@marlonmisra, congrats on the launch! I have like a million questions :) We use HubSpot, Crisp (used to use Intercom), GoogleWorkspace, FeedBear and some other tools for CX. How do you bring them all together? Is it possible to do a demo? Cheers ved at leaddelta dot com
Marlon Misra
Maker
@vedranrasic Absolutely! Submit this form and we'll get back to you in a few hrs. https://www.copilot.com/book-demo
Brittany Nickell
Big congrats on the launch to the Copilot team! Lots of love from your pals over @ Dover :)
Allene Norton
Maker
@b_nick Thank you so much Brittany! ❤️
Marlon Misra
Maker
@b_nick thanks so much! We love Dover!
Paul VanZandt
Congrats on the launch co-pilot team - I've never seen anything like this and it seems incredibly helpful! For client collaboration, do you have any whiteboarding/other collaboration features?
Marlon Misra
Maker
@paul_vanzandt Yes we do! It's not listed on our Partner Apps page (https://www.copilot.com/apps) but a very popular collaboration app our customers use is Miro! You simply embed a board for each client and then you can collaborate.
Paul VanZandt
@marlonmisra Thanks for the info - I appreciate it! If you ever want to step away from third-party whiteboarding and pursue an in-house solution, we offer a slick white-labeled whiteboard solution to engage collaboration & task management in the same workflow. Best of luck with your growth!
Paul VanZandt
Thanks for the info - I appreciate it! If you ever want to step away from third-party whiteboarding and pursue an in-house solution, we offer a slick white-labeled whiteboard solution to engage collaboration & task management in the same workflow. Best of luck with your growth!
Paul VanZandt
@marlonmisra Thanks for the info, I appreciate it! If you ever want to step away from third-party whiteboarding and pursue an in-house solution, we offer a slick white-labeled whiteboard solution to engage collaboration & task management in the same workflow. Best of luck with your growth!
Paul VanZandt
@marlonmisra Thanks for the info, I appreciate it! If you ever want to step away from third party whiteboarding and pursue an in house solution, we offer a slick whitelabeled whiteboard solution to engage collaboration & task management in the same workflow. Best of luck with your growth!
Dávid Sipos
Congrats guys! Maybe not the best name because my first thought was Github Copilot: https://github.com/features/copilot
Tirupati Reddy Dontireddy
Good luck
Allene Norton
Maker
@tiru Tirupati, we appreciate it! ❤️❤️❤️
Arnob khulkarni
Amazing product .
Allene Norton
Maker
@hasib_mia Thanks a ton Arnob! ❤️
Carolina Nucamendi
Congrats on the launch! We're Portal users! One of the pieces of feedback we've gotten from our team is that it'd be great if there was a way to automatically share keys when a new client signs up. @brenna_c_curran
Adam Seitzman
Maker
@brenna_c_curran @carolinanmd Hey Carolina, thanks for being a great customer and for the feedback, I'll follow up via email!
Dan Cleary
Congrats @marlonmisra ! What's been the best acquisition channel so far for y'all? Congrats on the launch and the raise, can't wait to see what is next
Marlon Misra
Maker
@dan__cleary appreciate it Dan! We are focused now on organic growth, so mostly referrals and SEO. One specific channel that is working really well for us is G2 and we wish we asked customers for reviews there earlier in our company journey. G2 is a channel that works well but only if you cross a certain number of reviews.
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