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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Greg Gunn
@marlonmisra and the team are amazing!
Marlon Misra
Maker
@gunnr thanks Greg!
Joshua Brueckner
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 @marlonmisra and team!
Marlon Misra
Maker
@joshua_brueckner1 Thank you so much for your support and feedback!
Michael shaler
What a brilliant concept! Congratulations on your successful launch!
Marlon Misra
Maker
@michael_shaler2 thanks Michael!
Marco Franzoni
Super cool. Can it be used just for billing?
Marlon Misra
Maker
@dlabs 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: https://support.copilot.com/hc/e...-
Akhee Salam
I think that this is super convenient for service businesses like mine https://tractortrailerheavydutyt... and https://atlgacashforjunkcars.com . it give owner operators a convenient way for customers to make payments, upload files, sign contracts, and submit forms all in one place, brilliant.
Neil Raina
Maker
@akhee_salam 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] https://support.copilot.com/hc/e...
Nick Alexander
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.
Marlon Misra
Maker
@nick_alexander thank you Nick!
Akash N. Patel, DPT
Putting this in my back pocket as my company scales. This is such a unique concept
Marlon Misra
Maker
@anpdpt love it, thanks for the support!
Larry Blyth
Incredible product and even more incredible team. Amazing progress already and can’t wait for what’s to come!
Marlon Misra
Maker
@larry_blyth ty brother!
Dave Yoken
This looks amazing. Any thoughts about integrating with HubSpot?
Adam Seitzman
Maker
@daveyoken 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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