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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Darren Lock
Looks good, and at first I thought it would be a good replacement for apps like spp and upmind, but having looked a bit closely, it doesnt look like there is a way for someone to sign up and pay before you have created an invoice? Ie, have sign up/checkout pages for a service you can embed on a site or link to?
Darren Lock
I also noticed you are charging transaction fees also, whereas most dont. Do you intend to allow connecting own payment gateways, or do you intend insisting on your payment processing?
Adam Seitzman
Maker
@populo Hi Darren, thanks for feedback on both the self-serve checkout and payment gateways!
Marlon Misra
Maker
@populo Great points! For some context first, we decided to built our own payments stack because it was the only way to build something truly white-label for our customers (think in-product notifications and email notifications for your clients that are consistent with all other notifications they can receive) and also because it unlocked some features that our customers really like (for example the ability to pass on payment fees to client users). That said, we do eventually plan to let you add your own payment gateway (maybe Q3 this year). Some features will just be locked if you choose to go that path. The use case of letting someone sign up and pay before being invited is really popular. Today one workaround we see a lot is to use another payment system and then trigger a client invite in Copilot via Zapier or API once payment is received. Next quarter we'll expose our Billing API so that you can also do the entire end-to-end flow just in Copilot. Hope that helps!
Jayneel Patel
If you include recurring payments, it will be a great value for SaaS software companies. Do you intend to include bitcoin payment in your billing? @marlonmisra
Marlon Misra
Maker
@jayneel we do support recurring payments. More on that here: https://www.copilot.com/features... At this time we don't have plans to add bitcoin support.
Sophia Ojha
Congratulations on the launch! First impression is outstanding! As a web designer who is growing her team of designers, I am looking for a solution that serves both my clients as well as project management with my team. Does Copilot solve this? If so, how?
Meisam Beiranvand
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