Looking for alternatives or competitors to Copilot? Client Portal Software is a widely used technology, and many people are seeking high quality, easy to use software solutions with mobile signatures, bulk digital signatures , and reporting. Other important factors to consider when researching alternatives to Copilot include documents and features. The best overall Copilot alternative is SuiteDash. Other similar apps like Copilot are Moxo, Accelo, Google Workspace, and Softr. Copilot alternatives can be found in Client Portal Software but may also be in CRM Software or Professional Services Automation Software.
SuiteDash is a unique solution that combines all the necessary components that you need to run your business, in one convenient & efficient dashboard
Modernize your client interaction workflows with Moxo. Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling. Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebE.
Manage your entire business from one simple place. From prospect to payment, automate your processes and gain the visibility you need to grow your business.
Google Workspace enables teams of all sizes to connect, create and collaborate. It includes productivity and collaboration tools for all the ways that we work: Gmail for custom business email, Drive for cloud storage, Docs for word processing, Meet for video and voice conferencing, Chat for team messaging, Slides for presentation building, shared Calendars, and many more.
Softr is an easy yet powerful no-code platform for building portals and internal tools. Connect to your spreadsheet or database, customize layout and logic, and share with your team or clients.
The fastest growing white-label marketing platform for digital agencies. CRM, Email, 2-way SMS, Funnel Builder, and more! Start with a 14 day free trial!
With ServiceNow App Engine, simplify, accelerate, and scale digital experiences. Build low-code apps quickly, with more creators and less complexity. Safely scale cross-enterprise experiences that users love. Bring new enterprise apps to market in half the time and one-third the cost with low-code apps. Reimagine every process as a digital workflow. Empower developers and builders of all skill levels to create low-code workflow apps fast.
Zoho CRM helps you to attract, retain, delight customers and grow your company into a customer-focused organization.
Connect customer data, get actionable insights and drive customer actions. Planhat is a beautiful and intuitive Customer Success Software for SaaS.
ClickUp is one app to replace them all. It's the future of work. More than just task management - ClickUp offers docs, reminders, goals, calendars, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate.