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
Press Go
Outside
Pensive
daybreak
Onward ImmigrationTrusted by many companies including Press Go
Overview
Pricing
Features
Alternatives
Customers
Media
Support
FAQ
Blogs
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.
Who should consider Copilot
- Team types
- Freelancers / Consultants, Medium Business
Ready to try it?
Get started with Copilot
Start your free trial — no credit card required.
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Compare Copilot side-by-side with top Customer Success Software alternatives.
What is the pricing of Copilot?
Copilot 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
What are the features of Copilot?
The term "integrated accounting system" refers to a single accounting system in which cost and financial accounts are kept in the same set o…
Billing and invoicing software is a powerful tool that automates the process of generating invoices and managing billing for businesses of a…
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 crucial aspect of business operations that involves the management and orga…
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) is a software feature that allows users to access multiple applications or systems with just one set of login credentia…
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…
Alternatives to Copilot
Copilot Customers
Press Go
Outside
Pensive
daybreak
Onward Immigration
Darien Group
22
Schultz.cpa
TrulyTell
Biblical
Copilot Support Options
Frequently Asked Questions About Copilot
Common questions buyers ask before choosing Copilot.
Copilot is a Customer Success Software. Copilot offers Accounting Integration, Billing & Invoicing, Catalog Management, Client Management (Customer), Compliance Management and many more functionalities.
Some top alternatives to Copilot includes ProsperStack, ClientVenue, UserGuiding, CrowdSync and Arrows.
Copilot offers Subscription, Free Trial pricing models
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.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
