Copilot

All-in-one platform to streamline operations and enhance client experiences.

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Starts from $39/month when yearly

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Overview

Features

Pricing

Media

Customers

Integrations

Support

FAQs

What is Copilot?

Affiliate Disclosure

Copilot is an all-in-one platform designed for modern professional service businesses that want to simplify their internal operations and elevate their client experience. It brings together essential tools such as client management, messaging, payments, contracts, tasks, forms, and more, into one unified system. Unlike fragmented point solutions, Copilot offers a customizable client portal that consolidates everything clients need into a single, easy-to-use space. This ensures smoother workflows and improved communication between businesses and their clients. Trusted by thousands of businesses, Copilot provides a 14-day unlimited free trial, giving companies the chance to explore its features risk-free. With flexible pricing options, it caters to businesses of all sizes, helping them optimize operations and deliver better service.

Pricing

Starts from $39/month when yearly
Free Trial available

Customer Type

Freelancers
Medium Business
Small Business

Platform Type

SaaS/Web/Cloud

Copilot software demo

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Copilot was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Copilot Features

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Features Score:

Accounting Integration

Billing & Invoicing

Catalog Management

Client Management (Customer)

Compliance Management

Customizable Branding

Customizable Invoices

Customizable Templates

Copilot Pricing

Claim a Free Trial

Free Trial

Yes, It's available

Copilot Pricing

Starts from $39/month when yearly

Pricing Model

Free trial
Paid Plans (Subscription )

Claim a Free Trial

Pricing Plans

Starter

$59

/month

CRM
Client portal
Messaging and team inbox
Invoices
subscriptions

Show more +

Professional

$189

/month

Everything in Starter, plus:
Custom domain for portal
Custom email domain
API
Zapier

Show more +

Advanced

$499

/month

Everything in Professional, plus
Remove ‘Powered by Copilot'
Client Access permissions
HIPAA compliance with BAA
Lower payment processing fees

Enterprise

Custom

Everything in Advanced, plus
Sandbox workspace
Volume discounts
Lowest payment processing fees

Explore in-depth pricing

Screenshots of the Copilot Pricing Page

Disclaimer: Pricing information for Copilot is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

View detailed pricing for Copilot

Copilot Customers

Press Go

Outside

Pensive

daybreak

Onward Immigration

Darien Group

Schultz.cpa

TrulyTell

Biblical

Copilot Integrations

3.9

4.4

4.5

4.4

4.5

4.4

View all integrations

Copilot Support

Customer Service

Online

Location

New York, US

Reach out to Copilot Social channels

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Copilot is a Client Onboarding Software. Copilot offers Accounting Integration, Billing & Invoicing, Catalog Management, Client Management (Customer), Compliance Management and many more functionalities.

Yes, Copilot provides API.

No, Copilot doesn't provide mobile app.

Copilot is located in New York, US

Copilot offers Subscription, Free Trial pricing models

Yes, Copilot can integrate with Airtable, ClickUp, Calendly, Jotform and many more.You can find more integration for Copilot here

The starting price of Copilot is $39/month when yearly

This software is researched and edited by

Rajat Gupta

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.