Compare Copilot and SuiteDash 
At a Glance
Market Segments
Small-Business (96.1% of reviews)
Small-Business (98.1% of reviews)
Entry-Level Pricing
$39.00 Per Month
$19.00 Per Month
Copilot
Star Rating
(231)4.8 out of 5
Market Segments
Small-Business (96.1% of reviews)
Entry-Level Pricing
$39.00 Per Month
Free Trial is available
Browse all 3 pricing plansSuiteDash
Star Rating
(589)4.8 out of 5
Market Segments
Small-Business (98.1% of reviews)
Entry-Level Pricing
$19.00 Per Month
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that SuiteDash excels in its Document Signing feature, with a rating of 9.3, while Copilot follows closely with a rating of 9.4. Reviewers mention that SuiteDash's signature workflow is intuitive, making it easier for small businesses to manage their signing processes.
- Reviewers mention that SuiteDash offers superior Customer Contract Management capabilities, scoring 9.0 compared to Copilot's perfect score of 10.0. However, users on G2 highlight that Copilot's contract management is more streamlined, allowing for quicker approvals and edits.
- Users say that SuiteDash's Ease of Setup is rated at 8.2, which is lower than Copilot's 9.4. Reviewers mention that Copilot provides a more user-friendly onboarding experience, making it easier for new users to get started without extensive training.
- G2 users report that SuiteDash shines in Quality of Support, both products scoring 9.5, but users on G2 highlight that SuiteDash's support team is more responsive and helpful in resolving issues quickly.
- Reviewers mention that SuiteDash's File Security features are rated at 9.7, indicating a strong emphasis on protecting sensitive information, while Copilot's rating of 9.2 is still commendable but lacks some of the advanced security features that SuiteDash offers.
- Users report that SuiteDash's Customization options, rated at 9.3, allow for more tailored solutions compared to Copilot's 9.0. Reviewers say that SuiteDash's ability to create custom fields and templates is particularly beneficial for businesses with unique needs.
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Pricing
Entry-Level Pricing
Copilot
Starter
$39.00
Per Month
For new businesses
- CRM
- Client portal
- Messaging and team inbox
SuiteDash
Start Plan
$19.00
Per Month
One FLAT Price for UNLIMITED Users
- UNLIMITED CRM Contacts
- UNLIMITED Staff/Team
- UNLIMITED Portals
Free Trial
Copilot
Free Trial is available
SuiteDash
Free Trial is available
Ratings
Meets Requirements
8.9
179
9.5
422
Ease of Use
9.4
185
8.8
438
Ease of Setup
9.4
164
8.2
381
Ease of Admin
9.4
157
9.2
373
Quality of Support
9.6
164
9.6
429
Has the product been a good partner in doing business?
9.5
152
9.6
368
Product Direction (% positive)
9.7
168
9.6
426
Features by Category
Signature Process
9.2
44
9.3
49
8.7
41
9.2
38
9.5
45
9.7
48
8.9
43
9.4
34
8.6
44
9.4
41
7.3
40
7.7
24
8.1
41
8.6
32
8.7
42
9.0
35
Security and Scalability
8.5
40
9.1
35
9.0
40
9.1
39
8.8
39
9.2
32
Platform
9.1
47
9.8
52
9.0
43
9.5
43
8.9
44
8.5
29
9.5
43
8.9
42
9.0
43
8.0
28
Sales Force Automation
Not enough data
9.0
85
Not enough data
8.3
62
Not enough data
9.0
83
Not enough data
9.3
87
Not enough data
7.6
53
Not enough data
8.5
62
Not enough data
8.5
58
Not enough data
9.0
67
Not enough data
8.9
74
Marketing Automation
Not enough data
9.0
69
Not enough data
8.9
67
Not enough data
9.3
74
Not enough data
7.6
56
Customer Support
Not enough data
8.8
69
Not enough data
9.3
81
Not enough data
9.0
80
Not enough data
6.9
56
Not enough data
7.9
53
Reporting & Analytics
Not enough data
7.8
66
Not enough data
9.2
87
Not enough data
6.8
55
Mobile & Social
Not enough data
7.4
56
Not enough data
7.0
55
Not enough data
8.3
56
Platform
Not enough data
9.4
81
Not enough data
9.2
82
Not enough data
9.3
80
Not enough data
8.8
64
Not enough data
6.5
50
Not enough data
8.9
77
Not enough data
9.0
81
Not enough data
8.9
71
Integration
Not enough data
8.2
66
Not enough data
8.8
62
Not enough data
8.0
56
Generative AI
Not enough data
Feature Not Available
Email Marketing
Not enough data
9.3
38
Not enough data
9.5
39
Not enough data
8.5
32
Not enough data
9.4
39
Not enough data
9.5
42
Not enough data
8.7
36
Not enough data
8.9
36
Not enough data
9.4
35
Not enough data
9.3
30
Reporting & Analytics
Not enough data
7.7
26
Not enough data
9.0
35
Platform
Not enough data
9.6
42
Not enough data
8.8
28
Not enough data
9.2
42
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Integration
Not enough data
8.5
36
Not enough data
8.5
28
Not enough data
8.2
30
Not enough data
9.4
36
Not enough data
8.1
26
Not enough data
8.3
25
File Management
9.5
28
Not enough data
9.5
30
Not enough data
9.7
30
Not enough data
9.2
30
Not enough data
7.9
23
Not enough data
Collaboration
9.4
28
Not enough data
9.7
30
Not enough data
9.0
24
Not enough data
8.6
23
Not enough data
Administration
9.6
31
Not enough data
9.7
29
Not enough data
9.3
28
Not enough data
9.6
28
Not enough data
9.2
25
Not enough data
9.3
24
Not enough data
9.5
30
Not enough data
Platform
8.7
25
Not enough data
9.2
33
Not enough data
9.1
27
Not enough data
9.1
27
Not enough data
8.9
28
Not enough data
Document Creation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workflow
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration and Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Contract Management Platform Features
8.2
15
Not enough data
7.5
14
Not enough data
8.1
14
Not enough data
8.0
14
Not enough data
7.9
14
Not enough data
8.7
13
Not enough data
8.6
13
Not enough data
8.6
13
Not enough data
8.1
13
Not enough data
7.6
13
Not enough data
Generative AI
5.0
10
Not enough data
5.2
10
Not enough data
Billing
7.9
7
Not enough data
7.1
7
Not enough data
6.9
7
Not enough data
4.5
7
Not enough data
Dunning
6.7
7
Not enough data
6.0
7
Not enough data
5.2
7
Not enough data
Performance
6.4
7
Not enough data
5.5
7
Not enough data
5.2
7
Not enough data
Reporting
3.3
6
Not enough data
2.0
5
Not enough data
2.0
5
Not enough data
Channels
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Design
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Payment Processing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Payment Options
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Content
8.1
128
9.2
254
7.6
115
8.9
181
8.5
128
9.2
225
8.8
125
9.5
269
8.7
118
9.4
239
Collaboration
8.4
126
9.4
250
8.9
129
9.0
223
8.0
123
9.2
273
7.6
111
8.6
189
6.6
107
9.0
199
6.2
104
9.1
218
Bill Generation
8.6
49
8.8
32
9.2
54
9.3
38
9.2
53
8.9
36
Bill Processing
8.4
49
8.2
27
7.9
43
8.4
30
8.7
50
9.3
34
Integration
8.2
45
7.8
30
8.7
51
8.7
33
7.6
38
7.1
21
Onboarding Setup
9.2
12
Not enough data
7.8
12
Not enough data
6.5
12
Not enough data
Project Tracking
5.6
12
Not enough data
5.4
12
Not enough data
8.1
12
Not enough data
7.8
12
Not enough data
7.1
12
Not enough data
Customer Engagement
9.0
12
Not enough data
9.3
12
Not enough data
8.9
12
Not enough data
8.9
12
Not enough data
7.5
12
Not enough data
Notifications
Not enough data
9.3
36
Not enough data
9.2
34
Not enough data
9.4
35
Settings
Not enough data
8.8
34
Not enough data
9.1
34
Not enough data
9.2
32
Personalization
Not enough data
9.5
38
Not enough data
9.1
33
Integrations
Not enough data
8.8
30
Not enough data
9.2
34
Not enough data
9.1
31
Not enough data
8.3
27
Not enough data
8.9
31
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Functionality
8.8
42
9.3
34
8.5
40
8.6
26
9.2
43
9.4
36
8.6
44
9.1
36
Cloud Support
8.8
41
9.3
27
8.5
38
9.0
19
8.5
38
8.6
15
Automation
8.3
37
8.5
22
8.4
41
9.3
32
Customization
8.7
26
Not enough data
6.9
26
Not enough data
7.4
26
Not enough data
7.6
27
Not enough data
Additional Functionality
8.1
28
Not enough data
6.3
25
Not enough data
9.3
27
Not enough data
8.5
26
Not enough data
8.1
25
Not enough data
User Interface Design
8.3
9
Not enough data
9.1
9
Not enough data
8.8
8
Not enough data
9.3
9
Not enough data
Data Control
9.8
8
Not enough data
9.4
8
Not enough data
8.5
8
Not enough data
Publishing
9.3
9
Not enough data
8.9
9
Not enough data
8.8
8
Not enough data
Customizations
9.3
7
Not enough data
9.5
7
Not enough data
9.3
7
Not enough data
9.4
6
Not enough data
Growth
8.7
5
Not enough data
9.4
6
Not enough data
Not enough data
Not enough data
9.0
5
Not enough data
9.0
5
Not enough data
Content
9.4
6
Not enough data
9.2
6
Not enough data
9.2
6
Not enough data
9.0
5
Not enough data
Support
9.7
5
Not enough data
Time Tracking
Not enough data
8.1
15
Not enough data
8.9
18
Not enough data
8.5
14
Client Invoicing
Not enough data
9.1
20
Not enough data
8.8
16
Not enough data
8.1
17
Mobile Time Tracking
Not enough data
8.7
21
Administration
Not enough data
8.9
22
Not enough data
9.0
24
Not enough data
9.1
23
Not enough data
9.0
16
Not enough data
9.6
22
Platform
Not enough data
7.9
19
Not enough data
8.3
15
Not enough data
7.9
13
Not enough data
9.1
21
Not enough data
9.2
15
Not enough data
6.1
9
Categories
Categories
Shared Categories
Copilot and SuiteDash are categorized as Cloud File Storage, E-Signature, Billing, and Client Portal
Unique Categories
Reviews
Reviewers' Company Size
Copilot
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SuiteDash
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Marketing and Advertising
22.8%
Accounting
13.6%
Consulting
8.3%
Financial Services
6.6%
Information Technology and Services
5.7%
Other
43.0%
Marketing and Advertising
28.2%
Information Technology and Services
6.1%
Accounting
5.2%
Professional Training & Coaching
4.9%
Design
4.2%
Other
51.5%
Most Helpful Reviews
Copilot
Most Helpful Favorable Review
Aaron R.
Verified User in Marketing and Advertising
Marlon & Neil have been excellent. Marlon is highly engaged with the community, and you can tell he takes pride in his company. With starting a new business, it's hard to see who is trying to help you and navigate you in the right direction. Marlon answered...
Most Helpful Critical Review
Verified User in Accounting
no KBA for signatures. clients cant edit or save documents like excel within the portal. no reminders or to do items for clients.
SuiteDash
Most Helpful Favorable Review
Harj G.
Verified User in Computer Software
1. Suitedash seems to have almost everything a small-medium sized business will need for ... on-boarding + CRM. 2. There seems to be an endless configuration for use cases. 3. Once setup correctly, I'm sure it's going to be fantastic.
Most Helpful Critical Review
Kara L.
Verified User in Consulting
Setup is too complicated. I am not a dumb human, I am quite tech savvy and yet, every new setup and automation in SuiteDash requires 5-10 back and forths with tech support. Even my systems and automations team struggle to use the platform. It...
Aaron R.
Verified User in Marketing and Advertising
Marlon & Neil have been excellent. Marlon is highly engaged with the community, and you can tell he takes pride in his company. With starting a new business, it's hard to see who is trying to help you and navigate you in the right direction. Marlon answered...
Harj G.
Verified User in Computer Software
1. Suitedash seems to have almost everything a small-medium sized business will need for ... on-boarding + CRM. 2. There seems to be an endless configuration for use cases. 3. Once setup correctly, I'm sure it's going to be fantastic.
Verified User in Accounting
no KBA for signatures. clients cant edit or save documents like excel within the portal. no reminders or to do items for clients.
Kara L.
Verified User in Consulting
Setup is too complicated. I am not a dumb human, I am quite tech savvy and yet, every new setup and automation in SuiteDash requires 5-10 back and forths with tech support. Even my systems and automations team struggle to use the platform. It...
Discussions
i want a software to save my document files
2 comments
MH
The phrase "works wonders" is already in English and means that something is extremely effective or successful in producing a desired result.Read more
Copilot has no more discussions with answers
What's your workflow regarding leads?
1 comment
ML
Hi Vincent,
In SuiteDash, leads can be added to email marketing lists and sorted in the CRM, but they can't access the portal. This means they won't be...Read more
Integration roadmap
1 comment
ML
Hi Daniel,
We currently integrate with Zapier only and aim to be an all-in-one solution, but we did receive some requests for Integromat and Pabbly. We'll...Read more
based on your expertise, we would like to know if their is any better
1 comment
ML
Hi!
Could you please let us know which tool you're trying to replace and/or clarify your needs? Thanks!Read more
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