245 Copilot Reviews
The ability to track and manage client communication, deliverables (file storage and links) as well as the ability to create custom apps that have dynamic visbillity by client tags. All of these tools make it a no-brainer for us to implement this portal in our business and be confident it can scale with us. Customer support and the onboarding process has been seamless and so far exceeded our expectations. Review collected by and hosted on G2.com.
One thing that is currently lacking but will soon be updated (based on their teams product development roadmap) is the ability to create contracts with a drag and drop type builder in the portal as well the ability to create dynamic proposals using the portal. Review collected by and hosted on G2.com.
We’ve recently started using Copilot as our onboarding portal at 19 Six Media, and it’s been a game-changer. The platform is incredibly intuitive and easy to set up—perfect for creating a smooth, professional experience for new clients.
What really stands out is the support team. For the trickier bits, their help has been fast, clear, and genuinely helpful. It’s rare to find a tool that balances ease of use with powerful features, but Copilot nails it.
Highly recommend to any business looking to streamline their onboarding and deliver a seamless client experience. Review collected by and hosted on G2.com.
The only drawback we’ve found so far is the lack of native automations, which would make an already smooth process even more powerful. That said, the team at Copilot is actively working on this, and based on their responsiveness so far, we’re confident it’s coming soon. Review collected by and hosted on G2.com.
This client portal has completely streamlined how we manage client communication and document sharing. It's intuitive and easy to navigate—not just for our team, but for our clients as well. The onboarding process was smooth, with clear guidance and helpful resources that made setup stress-free.
What really sets this platform apart is the support team. They're responsive, genuinely helpful, and always professional. Anytime we’ve had a question, they've responded quickly with thoughtful solutions. It’s clear they care about their users' success.
Overall, this portal has saved us time, reduced back-and-forth emails, and improved the experience for everyone we work with. Highly recommend it to any business looking for a reliable, user-friendly solution. Review collected by and hosted on G2.com.
I have zero dislikes. It is a unicorn for client portals. Review collected by and hosted on G2.com.
Copilot is the best portal/practice management tool out there at the price point. Its one of the very few options that has such a packed feature set, automated invoicing, payment processing, workflows, and much more.
You can easily prompt new clients to sign up via an easy link - you can also easily and beautifully customize everything to match your brand colours and style. If you're starting out, and you're unsure of who to pick, choose Copilot. You can't go wrong. Review collected by and hosted on G2.com.
The drawback to Copilot is that the payment processing fees appear to be quite high, potentially higher than using Stripe directly yourself. As a result, I think using Copilot for payments might not be ideal. Review collected by and hosted on G2.com.
I like copilot because of its extensive features that it includes and helps me run my business better and more effectively. For a startup, it’s a little expensive and wish there was a starter plan for cheaper with less clients. It’s got really good features that are really helpful and have had good client feedback about the app. Review collected by and hosted on G2.com.
The price is a big one for me and my startup because as a startup we don’t have much funds and not a lot of clients. A smaller plan would be helpful for us. Review collected by and hosted on G2.com.
I like the simplicity of the platform. I am a solopreneur bookkeeper and I love tool that can help improve my process and the CX. But, I don't love spending hours learning new about how to use new platforms. Copilot was easy to set-up and onboard my first client in half a day. Review collected by and hosted on G2.com.
There are only a few customization option to make the space feel like your brand. They are adequate for sure, but room for improvement is definitely there. With that, I had to download an integration for to make a home screen for my clients portal. This seemed odd to me and the option itself was also basic. i would like to see more built-in functionality instead of everything being an integration. Review collected by and hosted on G2.com.
I use Copilot as my client portal, and it’s been a game-changer for how I manage communication and document sharing with clients. The standout feature for me is how smoothly it handles file uploads and downloads—whether it’s sharing reports, receiving documents, or organizing files, everything is quick and seamless.
From a client’s perspective, the layout is clean and super easy to navigate. Whether they're messaging me, accessing files, or reviewing contracts, everything is intuitive and well-organized. It’s made the entire collaboration process more efficient and professional for both sides. Review collected by and hosted on G2.com.
Currently, I can’t assign tasks to multiple clients at once, which can be time-consuming when I need to send the same task to several people. Also, I’m not able to add a user with the same email address to multiple businesses, which is limiting if a client is involved in more than one entity. Lastly, the contract customization options are a bit limited, making it harder to create professional-looking documents quickly. Review collected by and hosted on G2.com.
As a new agency owner, Copilot has been a game-changer for staying organized and cutting down on account management time. The platform makes it easy to offer my customers clear tracking and task organization, which not only improves efficiency but also enhances transparency. Instead of juggling multiple tools, I can manage client projects, billing, communications, and workflows all in one place. Review collected by and hosted on G2.com.
While there are some features I’d love to see added, the Copilot team is incredibly responsive to feedback. They’ve already taken some of my suggestions and turned them into live features, so even when something is missing, it hasn’t been for long. Review collected by and hosted on G2.com.
