All-in-one platform to streamline operations and enhance client experiences.
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Starts from $39/month when yearly
Overview
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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.
Starts from $39/month when yearly
Free Trial available
Freelancers
Medium Business
Small Business
SaaS/Web/Cloud
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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.
Features Score:
Free Trial
Yes, It's available
Copilot Pricing
Starts from $39/month when yearly
Pricing Model
Free trial
Paid Plans (Subscription )
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
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 .
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Customer Service
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Location
New York, US
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
The starting price of Copilot is $39/month when yearly
This software is researched and edited by
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.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
