Copilot
Published on 2025/04/04 by Jasper Sutter
What it does
Copilot is a client portal builder that lets you create branded, secure spaces where clients can view documents, send messages, track progress, and make payments—all in one streamlined hub.
Who it’s for
Agencies, service providers, consultants, and SaaS companies looking to deliver a modern client experience and centralize service delivery.
Pricing
- Free trial available
- Paid plans start at $39/month (as of July 2025)
- Custom pricing for large teams or advanced integrations
Pros
- Beautiful, white-labeled client portals
- Built-in CRM and workflow features
- Accepts payments, hosts forms, tracks messages
- No-code builder with branding controls
Cons
- Less powerful for complex internal CRM logic
- May require some Zapier/API work for integrations
- Works best with recurring client relationships
Verdict
Copilot is ideal for teams that want to modernize client communication and operations. If you’re still using email threads and PDFs, this is a huge upgrade.
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