Announcing Copilot on make

Copilot is the modern client portal for service businesses

Give clients a one-stop shop experience with a client portal that streamlines messaging, payments, file-sharing, help centers, custom app access, and more.

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Thousands of service businesses choose Copilot to streamline their business and client experience.

Tech-enabled service businesses of all types — accounting firms, marketing agencies, startups, consulting firms, real estate firms, and others — run on Copilot to provide clients a branded, unified, and delightful experience on web and mobile

Technology

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Marketing Agencies

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Accounting & Bookkeeping

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eCommerce

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Freelancers

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Law Firms

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Everything you need to run a modern service business.

Consolidate your technology stack. Copilot comes with messaging, billing, file-sharing, eSignatures, intake forms, and help desks out of the box. And with modularity built in, start with just one App and seamlessly enable more over time.

Messaging

Let clients securely and seamlessly message you from your portal, and give your team the ability to centralize client communication and stay organized.

Billing

Create branded invoices and subscriptions, and make it easy for client to pay, access invoices, and manage their payment credentials.

Files

Make it easy to share files with clients, stay organized with folders, and get contracts signed with eSignature requests.

Forms

Streamline data collection with forms you can assign to clients or always-on forms that clients can fill out any time.

Forms

Streamline data collection with forms you can assign to clients or always-on forms that clients can fill out any time.

Go even further with Copilot's App Platform.

Connect the products you already use and integrate them into your portal. Calendly, Airtable, Google Data Studio, and thousands more are available for integration. You can also build or request a Custom App and create a completely unique experience.

Google Sheets

YouTube

Google Docs

Loom

Data box

Google Sheets

YouTube

Google Docs

Loom

Data box

Google Sheets

YouTube

Google Docs

Loom

Data box

Scale faster than your headcount with Automations.

Automate workflows and get valuable time back. For example, you can let clients self-serve sign up and then automatically send them a welcome message, assign an onboarding form, and upload standard files. Use Zapier or Make for easy setup or our API for full control.

Client activate account

Trigger

Company size < 50

Condition

Company size > 50

Condition

Assign SMB onboarding form

Action

Send meeting scheduling link

Action

Create lead in Salesforce

Action

The support you need, when
you need it.

Our Community

Meet our team and a community of businesses that run on Copilot. Requires a Slack account.

Join Community

Weekly Live Demo

Join our team as we take you on a tour of the Copilot platform in a 20-minute demo followed by a live Q&A.

Register

Copilot University

Watch video tutorials that cover getting set up, configuring your portal, best practices, and more.

Watch videos

Copilot Guide

Read our comprehensive guide about how to get started and implement best practices.

Read guide

Upgrade your service business

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