Copilot App Store
Our Client Portal now has an App Store
Listed in categories:
SaaSProductivityMarketing
Description
Copilot is a platform that empowers professional service businesses with tools to onboard clients, deliver services, and get paid. It offers a modern client portal that enhances the client experience. Trusted by 1000 businesses and 1 million clients, Copilot is used by tech-enabled service businesses such as accounting firms, marketing agencies, startups, consulting firms, law firms, real estate firms, and freelancers.
How to use Copilot App Store?
To use Copilot, start by creating clients and associating companies. You can manage custom fields, interact with clients through various apps, set up automations, and integrate your favorite apps. Elevate the client experience by setting up a white-label client portal and automating workflows to save time and reduce errors.
Core features of Copilot App Store:
1️⃣
Client Portal
2️⃣
Automations
3️⃣
CRM
4️⃣
Notification Center
5️⃣
App Integration
Why could be used Copilot App Store?
| # | Use case | Status | |
|---|---|---|---|
| # 1 | Accounting Firms | ✅ | |
| # 2 | Marketing Agencies | ✅ | |
| # 3 | Startups | ✅ | |
Who developed Copilot App Store?
Copilot is developed by a team dedicated to providing modern software solutions for service businesses. They aim to streamline operations, enhance client interactions, and improve overall efficiency.