Copilot Review

What do you like best about Copilot?

The program overall and support are fantastic. Before purchasing the program, I was able to set up a trial and meeting with a sales person. Copilot is quite user-friendly and robust at the same time. I like that the native apps are easy to use, especially if you already have documents created as PDFs for your business. The highest paid plan includes HIPAA compliance, and is on the low end of competitive pricing for similar products. I have asked several questions during set up, and in almost every case, someone has replied to my question within an hour!

What do you dislike about Copilot?

I have made a couple of suggestions so far. For example, Copilot allows you to rename the apps as they appear on the menu, for example, you could change the forms app to “Onboarding,” however, in the client home app you cannot change the titles to match. This would be a very helpful feature, as I do not want to confuse my clients. Another tool that would be very helpful is the ability to duplicate a form or a contract then change the title if you have two forms that are very similar.

What problems is Copilot solving and how is that benefiting you?

I am using the program as a HIPAA compliant client portal. Copilot is acting as a central hub for my employees and clients to communicate, submit forms, sign contracts, and host records. This is benefiting my company by allowing our users to have a centralized location for communicating as well as giving them access to their documents at any time.

What do you like best about Copilot?

I love copilot. Top pros are ease of use, great UI, helpful features, easy to get started, helpful apps that can be plugged in

What do you dislike about Copilot?

I haven't seen any major downsides regarding the intended us of the platform. There are a few features I wish existed, but they may be unique to our use case...like being able to set custom fields in the task app and more out of the box automations like creating tasks when a new user is added.

What problems is Copilot solving and how is that benefiting you?

We need a simple and easy to manage way to manager our tech-enabled services customer experience while iterating quickly on feedback and making changes in real time. Copilot allows us to do that without long development cycles required in our old product.

What do you like best about Copilot?

Simplicity and ease of use, both for the company and for the customers. I've had no issues getting people logging in and uploading files/signing contracts (which was what I was most concerned about). The ease of implementation took days, and the customer support is absolutely fantastic.

What do you dislike about Copilot?

\The overall lack of external apps for now does potentially hurt it (although the API seems to be quite good and they're looking to support developers). Along with that, depending on how much customisation you need it may not be the best for you. Although, considering the simplicity and ease of integration, why not give it a go?

What problems is Copilot solving and how is that benefiting you?

Particularly, it's helping solve the absolute pain of "send X files over". They're organised, have a high file limit, and don't mean I need to send an upload link to something like mediafire or drive via email. It looks so much more professional and I love it.

What do you like best about Copilot?

My favorite thing about Copilot is the ability to have a client portal where I can manage a large number of clients easily and be able to "text" them through the platform, instead of having to email them. I also had trouble finding a client portal with a clean design so Copilot stood out to me.

What do you dislike about Copilot?

The only downside of Copilot is it's a newer platform so there's a few features I'd like to see added to the platform but the support team has been super great about asking for new feature recommendations. It's great to have a support team that asks for user feedback so they can make the platform even better!

What problems is Copilot solving and how is that benefiting you?

Copilot is solving my problem of having to email my clients back and forth, I just "text" them inside the portal. Everything is organized and I don't have to track down emails or have seperate applications for everything. I couldn't run my business without Copilot.

What do you like best about Copilot?

I have spent the past 2-3 weeks reviewing platforms like Copilot, from a magnitude of pricing terms, from free of charge through to £15,000 a year for one user. I can safely say that Copilot was the sure winner, even over those asking for a 5 figure sum every year. Their user interface is simple yet powerful in it's operation, it's team are super helpful, they are continiously adding development to the project and I feel that the experience for a client is the most professional.

Every aspect of integration of wanted to achieve has been done in minutes. Plus the simplicity and automation this will now provide my startup business is unparalled, really giving me value from the outset.

I'm in the technology industry, working as a consultant, so I can always admire businesses that offer a fantastic service in this sector. Kudos. You've got a very happy customer.

What do you dislike about Copilot?

I have not found an aspect I dislike yet. I think the only comment I could make is that it would be a great feature to allow your client portal to have control over the font size of the size bar menu when it's being accessed via a mobile device - it's fine for me but I could imagine that some customers with poor vision may struggle to read the text size.

I'm sure it's a simple change that can be implemented in the future.

What problems is Copilot solving and how is that benefiting you?

It's streamlining my business operations while offering clients simple access to their projects. In the modern era, clients always want access to their information so when working on a project where they have drawings, invoices, schedules and other documentation continiously being developed, Copilot can ensure they are always syncronised with the workflow.

What do you like best about Copilot?

- Customization/Whitelabeling options, i particualrly love the ability to easilt connect, share and alter custom domians that make my buisness sound out

- Ability to integrated apps of almost anytype and embed interanlly or externally really contributes to

- The integration of all in-house apps that allow for an fairly staright forward and east-to-understand workflow

- Customer Support is fantastic and responsive, very helpful and kind (shout-out Veronique)

What do you dislike about Copilot?

- Customization on the admin side of a portal is limited and apps with similar names can conflict

- In-House app selection from Copilot are fairly rigid in their feature selection, limiting the amount of usefulness that can be derived from each app

- I think the CRM side of the platform is fairly limited and with some input from the community, could expand its offering to allow for some more personalization and segmentation business of all kinds could take advantage of

What problems is Copilot solving and how is that benefiting you?

As a marketing agency, I love the idea of using Copilot as a platform that allows my business to fairly seemlessly integrate all the marketing tools and resoruces a client uses all in one place, and the Copilot product accomplishes that and so much more.

What do you like best about Copilot?

I like how tailorable copilot is and how many excellent tutorials they have to explain things! Beyond the tutorials, the slack they have set up is an amazing way to get more answers and connect with more poeple to get ideas. I love how they are building a community with it! Additionally, any time I have reached out for help, they have been incredibly responsive and helpful! I feel that my needs come first, which I really appreciate.

What do you dislike about Copilot?

Although it is very tailorable, there are some limitations. One big one for me is the limited ability to integrate a number of different notion pages without paying for another third party. I also would like more tailorability on the homepage for assinging tasks to clients.

What problems is Copilot solving and how is that benefiting you?

Keeping all the information for my clients in one place, making communication with them about the project easier, and being able to assign tasks to my clients so that they are aware of what needs to be done!

What do you like best about Copilot?

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.

What do you dislike about Copilot?

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.

What problems is Copilot solving and how is that benefiting you?

Copilot is solving our modernization problem. We've been around 45 years and always taken pride in our personal touch, however we neglected to implement anything technology related for our clients to interact with us. It was always mail, email, phone call etc. We're a finanical services company and we have a lot of regulatory requirements to follow, and Copilot made it easy to implement a technology platform that could securely message clients, export the messages for record keeping purposes. Digital forms to collect client information with ease as well as transfer documents, statements, notices etc, book meetings with our team in one place etc. It also helps us by being compatible with automation like Zapier to automate some of our processes.

What do you like best about Copilot?

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.

What do you dislike about Copilot?

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.

What problems is Copilot solving and how is that benefiting you?

I am able to provide several resources in one place where in the past clients were provided with links and expected to keep up with them. Instead they would just call my office when they needed something and my staff is constantly sending reminders and links to clients. I was able to add a sign in button to my website, so now my site gets more traffic and it's a easy way for the client to remember where to sign in. I am able to create a project status snap shot in Monday.com that I embed in the my client's portal. I able to create to do lists for my clients so their Action Items are all in one place. Both the project status and Action Item list cuts down on the number of calls and inquiries from clients about where their case stands or if we need anything from them. Digitally getting contracts signed is a plus and saves everyone time.

What do you like best about Copilot?

The current iteration of my service works well. The contracts (e-signature), invoicing, and forms built in apps enable me to host my client onboarding in one place. The next steps for my services utilize a good bit of gsheets which easily embeds into either a global view or client level view to share resources.

What do you dislike about Copilot?

As of now it almost seems too simple. While the subscription and invoicing features are great, I wish there were easier ways to integrate my own payment processing service within the app

What problems is Copilot solving and how is that benefiting you?

Having a central place to house most of my client experience for consulting services. It's a benefit because instead of hosting resources and sharing with clients from multiple sources I can house the majority of my interactions with them in one place.