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Copilot

Copilot Review: Is It The Right Customer Success Software For Your Team?

Best for SMB teams · Mid-market

Free Trial Available

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Starts from $39 / month when yearly

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Trusted by teams including Press Go

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What is Copilot?

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

Best For

Built for growing teams, from small businesses to mid-market

Copilot Software Demo

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.

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Who should consider Copilot

Team types
Freelancers / Consultants, Medium Business
Free trial available

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Compare Copilot side-by-side with top Customer Success Software alternatives.

ProsperStack
ClientVenue
UserGuiding
+7 more
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What are the features of Copilot?

49%

Feature coverage

19 of 39 tracked features

The term "integrated accounting system" refers to a single accounting system in which cost and financial accounts are kept in the same set o…

An invoice and a bill are documents that convey the same information about the amount owing for the sale of goods or services. Still, a comp…

Catalog management is a procedure that allows brand suppliers to supply high-quality product data in a buyer's preferred format across an en…

Client management, also referred to as customer management, is a key aspect of business operations that involves managing and organizing cli…

Managers plan, coordinate, regulate, and lead operations that assure compliance with laws and standards through compliance management. It is…

To improve attraction, brands are turning to individualized branding tactics. Brands are putting more power in the hands of consumers than e…

A personalized invoice, even one that is only semi-stylized, is an opportunity to improve your company's image. Customizing invoices adds a…

Customizable templates allow you to customize the template structure and information to meet the demands of your project, allowing you to cr…

Data security refers to the practice of protecting digital data from unauthorized access, use, disclosure, disruption, modification, or dest…

Drag and drop allows users to choose an object or a portion of text and move it to the desired location by dragging or "dropping" it. It can…

Real-time data gathering and transfer between the jobsite and project managers at the office is possible with mobile access. Employees on th…

Your firm will be able to hold funds in multiple currencies if you have a multi-currency bank account. When conducting a business across bor…

A real-time dashboard is a software feature that provides users with live, up-to-date information on various performance indicators and metr…

Real-time reporting is involved capturing real-time data and communicating it to users as it happens. Managers may make quick judgments usin…

Real-time sync is a feature that enables seamless and instantaneous updates across multiple devices and platforms. It ensures that changes m…

Reminders are a valuable feature found in many software programs that serve as helpful tools for users to stay organized and on top of impor…

Single sign-on (SSO) allows users to log in to various applications with a single set of credentials, making it safe and straightforward. It…

The technique of managing a task throughout its life cycle is known as task management. Planning, testing, tracking, and reporting are all p…

Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to i…

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Copilot Customers

Press Go-logo

Press Go

Outside-logo

Outside

Pensive-logo

Pensive

daybreak-logo

daybreak

Onward Immigration-logo

Onward Immigration

Darien Group-logo

Darien Group

22-logo

22

Schultz.cpa-logo

Schultz.cpa

TrulyTell-logo

TrulyTell

Biblical-logo

Biblical

Help & Contact

Copilot Support Options

Customer ServiceOnline
LocationNew York, US

Frequently Asked Questions About Copilot

Common questions buyers ask before choosing Copilot.

Copilot is a Customer Success Software. Copilot offers Accounting Integration, Catalog Management, Client Management (Customer), Compliance Management, Workflow Management and many more functionalities.

Some top alternatives to Copilot includes ProsperStack, ClientVenue, UserGuiding, CrowdSync and Arrows.

Copilot offers Subscription, Free Trial pricing models

We don't have information regarding integrations of the Copilot as of now.

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

Ready to try it?

Get started with Copilot

Start your free trial — no credit card required.

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].