Trust
Security & compliance
The vendor hasn’t added security or compliance details yet.
Client portal platform for service businesses with modules for billing, messaging, and file sharing.
Pricing
From $39 / mo
Founded
2018
Team size
11-50 employees
Headquarters
New York, NY
Preview from copilot.com
At a glance
Best for
Agencies
Pricing model
Tiered plans
Try before you buy
Free trial
Integrates with
Microsoft TeamsWordExcelPowerPointOutlook+5
About Copilot
Copilot is an all-in-one client portal platform that lets service businesses give clients a branded hub for messaging, billing and payments, file sharing, contracts, forms and help desk. It bundles apps and a no-code app builder plus API/whitelabel options. It targets agencies, accounting and professional-services firms wanting one polished client-facing experience instead of stitched-together tools.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Copilot
Copilot doesn’t have a live offer on Cubbie yet — but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
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