User Sentiment
How are these determined?
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
- Copilot is a client communication and management tool that provides a centralized portal for all client interactions, including document organization, task management, and direct communication.
- Users like the user-friendly interface, easy navigation, and the ability to consolidate client information and tasks in one place, which improves transparency and streamlines workflows.
- Reviewers noted some limitations in customization, a lack of certain features, and issues with integrating certain external apps, as well as a desire for more payment options and better functionality in certain areas.
