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Copilot

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245 reviews
  • 1 profiles
  • 14 categories
Average star rating
4.8
Serving customers since
2020

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Copilot Reviews

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Profile Name
Star Rating
218
25
2
0
0
Gary D.
GD
Gary D.
06/26/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Dynamic platform that allows me to customize my client portals

Adding applications, like Power BI to my client portals
Carlo C.
CC
Carlo C.
Clicks are for Show, Funded is for Dough. Join our team of owner-employees.
06/26/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Excellent client portal SaaS product

Very easy to set up, fast, scales well. Does exactly what it needs to do. Zero code solution to get started, can leverage the API when you hit scale. Had the MVP up in an hour.
Renee C.
RC
Renee C.
06/23/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great simple and modern portal for client onboarding and fulfillment (Agency)

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.

About

Contact

HQ Location:
New York, US

Social

@copilot

What is Copilot?

Copilot is a technology platform that service businesses use to run and grow. Copilot’s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. Today, hundreds of tech-enabled service businesses operating across technology, marketing, financial services, and other industries run on Copilot. Copilot was founded in 0 0, raised a $10M Series A in 0 , and is headquartered in New York City.

Details

Year Founded
2020