Copilot Reviews & Product Details - Page 2

Copilot is a massively impactful for any team or business owner who's interested in perfecting a streamlined and capable tech stack.

The ability to add a button to our website directing clients to our dashboard is a huge advantage for us. Within that dashboard it allows us to communicate, invoice, request contracts & agreements, forms, and MUCH MORE.

This platform is so important to my company on a daily basis, if you're not already using it then you're likely behind the rest of the pack.

Lastly, Veronique from Copilot's success team has been extremely helpful for custom requests and very friendly!

To anyone trying to decide on making the switch, I would recommend starting off 2025 with Copilot! Review collected by and hosted on G2.com.

There is only one thing I dislike about copilot, the fact that there isn't an iOS app. Aside that (very minor) incovenience I could not say enough good things about the platform. Review collected by and hosted on G2.com.

The ease of setting up the Apps. It's a very clean view compared to other portals I tested. There is a lot of flexibility in what apps are suitable for your type business. Customer Support is amazing and response time is quick. Their pricing plans offer enough client portals without breaking the bank. My staff learned it quickly and my clients are amazed that so much is now in one place for their access. I like that my clients can pay invoices through the portal with credit or ACH and that I can pass the fees along to the client, or absorb them if I wish. Review collected by and hosted on G2.com.

Quickbooks linking doesn't work properly yet. There is a bit more management involved in managing invoices if also using Quickbooks. Some apps won't allow access so instead of embedding in my portal I have to link to an external source. Review collected by and hosted on G2.com.

It's the perfect blend of customizable and easy-to-use. I love that we have the ability to seamlessly integrate it with our existing online presense and implement all the features we need without needing to know how to code. Marlon and his team were super helpful with answering all my questions and educating me how to use the product Review collected by and hosted on G2.com.

A little bit of a learning curve starting out, but the support team and support guides were a great resource. Review collected by and hosted on G2.com.

What I like most about Copilot is the modern look and clean feel of the software both on the back end and front end for clients. I also like that theyre consistently adding new features and very willing to create and implement community suggested features. Review collected by and hosted on G2.com.

I haven't had any issues with Copilot that would cause me to dislike anything about the software, but if I had to pick something, it would be the 1 license per user or lack of admin included or tiered cost. Review collected by and hosted on G2.com.

I love how easy Copilot makes it to set up and use client portals. Everything is in one place—messages, files, integrations, customization, etc—which keeps things super organized. It’s simple to use and looks really professional for clients. Review collected by and hosted on G2.com.

I wish I could use my own payment processor instead of being limited to the built-in options. It would make billing more flexible and better suited for my needs. Review collected by and hosted on G2.com.

I like that I can choose which apps to have available to my client and can create custom pages based on my needs. The client facing side feels personal to my business - I don't have to tell someone to ignore a section because it doesn't apply, I can just eliminate it and include what I want. Review collected by and hosted on G2.com.

I wish the tasks section was a bit more interactive so that I could use it more like a client request type system to request documents and so forth. I'm hoping this will be expanded in the future, but I'm managing with the workarounds by combining tasks with forms for now. Review collected by and hosted on G2.com.

As an sole proprietor, I was looking for software that is easy to learn, simple to build out and also provides the necessary support for my business needs; Copilot meets all the criteria. Review collected by and hosted on G2.com.

I had a difficult time with learning the transition of excel reports at first. Review collected by and hosted on G2.com.

The constantly evolving Copilot platform provides an ideal landing point for your customers. As a customer the portal is intuitive, branded, and highly accessable. As an operotor it is customizable, flexible, reliable, and deeply supported. From zapier integration to in built automation the Copilot platform is a fantastic solution to supporting your customers. Review collected by and hosted on G2.com.

You cannot bring your own merchant solution and limited by Stripe Express's limitations. Review collected by and hosted on G2.com.

What I love most about Copilot is its incredible flexibility and how effortlessly it integrates with other apps. It feels like having a personal assistant designed to fit your unique workflow, rather than making you conform to a preset system. The customization options are outstanding, giving me the freedom to shape the platform exactly to my needs. Review collected by and hosted on G2.com.

ot all sites fully integrate, which sometimes causes certain pages not to load properly—a bit frustrating when you're trying to streamline tasks. Additionally, there’s no notes feature available for internal use yet, which would be incredibly helpful for quick reminders or team collaboration. Review collected by and hosted on G2.com.

This is a super easy app to setup. The automation integration with zapier work well. Review collected by and hosted on G2.com.

I wish there was more of an ability to customize the actual portal notification settings. Clients recieve an email 5 minutes after you change something in their portal. I would love to simply have an updated button that sent them a bulk change I made in their portal. Also the ability to have them download an app would be incredible helpful. Review collected by and hosted on G2.com.