Directory/Copilot
Copilot

Copilot

New York, United States
CRM
Verified Partner
  • Verified Embedded Payments Partner
Languages
  • English

Copilot is a modern client portal that lets you offer clients a unified place for payments, messaging, file-sharing, help centers, and more

Copilot is the modern client portal designed to help services businesses start, run, and grow. With built-in support for messaging, payments, file-sharing, and help centers, a comprehensive API for automations and Custom Apps, and extensive support for customizations and white-labeling, Copilot is the complete platform for services businesses.

Thousands of tech-enabled services businesses operating across technology, marketing, financial services, legal, and other industries run on Copilot to provide clients a branded, streamlined, and delightful experience on mobile and web. Copilot was founded in 2020, raised a $10M Series A in 2022, and is headquartered in New York City.

Ready to connect with Copilot?