Copilot Reviews

“Great encryption but lacks AI features

Pros

The encryption is great and I really appreciate how easy it is for clients to navigate the customizable portal.

Cons

The lack of AI features feels like a missed opportunity for me and my team in today's market.

“easy client portal solution

Pros

I really appreciate how this tool brings together client contracts, messaging and project management in one spot. The support team responds quickly and always offers useful workarounds when I run into issues. Too many platforms in this space try to be everything to everyone and end up losing focus, but this CRM knows exactly what it's designed for and keeps getting better at those core functions.

Cons

I wish there was a better billing setup, like being able to create payment links that customers have to complete before they can even log into their accounts.

“simple yet powerful design tool

Pros

Presentation of the interface looks amazing to me and working on it feel effortless and enjoyable. I also like that it integrates smoothly with other apps, which opens up so many possibilities. The recent updates added a ton of new features and it feels like the ways I can use it just keep growing.

Cons

Sometimes I find myself working around limitations and trying to make features stretch beyond what they're naturally designed for. The third party integrations definitely help bridge those gaps though and they're constantly rolling out updates with new functionality.

“smooth client portal experience

Pros

Integration capabilities are fantastic, you can connect so many different apps to the portal and the interface stays clean and simple throughout. When I was comparing three platforms during our trial period, this one clearly stood out from the competition. What I really needed was something easy for clients to navigate, simple for my team to manage on the backend and flexible enough to handle our order forms easily. This platform delivered on all fronts. It packed in more features and integrations than the alternatives without making things feel cluttered or confusing. We were able to integrate our existing Jotform order system without any issue and now it's perfectly accessible within the client portal. Even though we're still learning all the ins and outs, I'm confident this will be the easiest platform to train my team on and definitely the right choice for our workflow.

Cons

Main thing I'd change is having a completely customizable order form built right into the portal, that would be incredibly helpful for our team. Also, more integrations would be nice as they continue expanding those options. I've thought about whether a dedicated app for team members (separate from clients) might be useful but honestly I don't think it's essential right now and could just create more bugs or complications. Bookmarking it on my home screen has worked perfectly fine and is super easy to access.

“User-friendly Portal solution

Pros

The evolving platform creates a perfect hub for customers. As a user, I find the portal simple, well branded and highly accessible. From an operator's perspective, it's customizable, flexible, reliable and comes with excellent support. Between Zapier integration and built in automation, this solution really delivers for customer support needs.

Cons

I can't use my own payment processor, also I am stuck with Stripe Express and all its restrictions.

“simplifies client data management effectively

Pros

Managing and gathering the monthly customer data has been easy for me. Customer support through Slack is really great.

Cons

Some features I'd expect to see just aren't there yet, hopefully they'll add them down the road.

“feature Rich and easy platform

Pros

Design really stands out to me as the best feature. This platform is simple and user friendly, giving you everything needed to build a successful business portal. Setting up my subdomain was surprisingly easy. I did run into some confusion with DNS records for email domain setup but customer support was fantastic in walking me through it. I've already recommended this to several clients and one is ready to move forward. The way it integrates with other apps works easily. I'm confident I'll be using this regularly for both my business and client projects.

Cons

I haven't come across anything that bothers me about it yet.

“Increasing Business operations Daily

Pros

Flexibility of this platform is impressive while still remaining user friendly. The simple integration with our current online presence has been fantastic and we can implement everything we need without any coding knowledge. Marlon and his team were incredibly helpful, they answered all my questions and took the time to educate me on how to get the most out of the system.

Cons

It takes some time to get the hang of things initially, though the support team and guides really helped me figure it out.

“Great client portal customization options

Pros

Being able to select which type of applications are accessible to my clients and build custom pages that fit my specific requirements is really good. The customer facing interface feels customized to my business, instead of having to tell clients to skip irrelevant sections, I can simply remove them and include only what's necessary.

Cons

The task section could be more interactive, I'd love to use it as a client request system for documents and other items. Hopefully this gets expanded down the road but I'm making do with workarounds by combining tasks and forms for now.

“Best for logistics solution

Pros

Customization options are fantastic and I really appreciate how easy everything is to navigate. It's made the whole customer experience much more simplified and easy for everyone involved.

Cons

Haven't run into any issues yet, everything's been pretty easy to navigate for me and my team!

“Simple and Powerful Portal solution

Pros

Program and support team are absolutely fantastic. I was able to set up a trial and meet with a sales rep before making any purchase decision. This tool is incredibly user friendly while still being easy and powerful. The native apps work easily, especially when you already have PDF documents for your business. Their top tier plan includes HIPAA compliance at a very competitive price point. Whenever I've had setup questions, someone has gotten back to me within an hour almost every time!

Cons

Customization options could be better, I can rename apps in the menu (like changing "forms" to "Onboarding") but those same titles don't carry over to the client home screen which creates confusion for my clients. Also, theres no way to duplicate forms or contracts when you need something similar with just a different title, so I end up rebuilding from scratch.

“Quick and Affordable Tech solution

Pros

Interface is incredibly simple and getting up and running was really simple for me. What really stands out is how user friendly everything feels, plus there are some fantastic add on apps you can integrate easily. The features genuinely make my workflow smoother.

Cons

Only real downsides I've noticed are some missing features that would be nice to have. I wish there were custom fields available in the task app and it could use more built in automations, like automatically creating tasks when new users get added. These might just be specific to how we use it though, so not necessarily major issues with the platform itself.

“excellent support and account management

Pros

I really value the outstanding customer support and having a central place where my team can come together while staying on top of our company and client progress.

Cons

The payment setup is pretty limiting for me since there's just one option available. I would really appreciate seeing multiple payment gateways or the ability to connect our own, especially for those of us in specialty industries. Stripe doesn't work well for everyone and I think this is where the platform really falls short.

“fantastic and simple user experience

Pros

User experience is fantastic and incredibly simple. My clients can jump right in without needing any training or tutorials to figure things out.

Cons

Upgraded tiers come with higher pricing that can get pretty expensive for me and my team.

“simplified invoicing and great support team

Pros

How this tool has simplified our invoicing and contracting processes really impressed me. No more switching between different tools when we're bringing on new clients or handling their needs. The support team is fantastic, they respond quickly and are genuinely helpful. Plus, they have a Slack channel for communication and consistently roll out new features.

Cons

In my opinion the API functionality needs more development, integrating certain systems with our CRM has been trickier than expected.

“scaling becomes simple!

Pros

The professional appearance really impressed me. Having everything in one place for client service delivery has been a game changer for my business. My clients are extremely happy with the results.

Cons

I wish there were more features available. The integration options feel pretty limited compared to what I'd expect and having more connectivity choices would really make this tool shine.

“Great interface for app development

Pros

It creates a really smooth experience for me when helping customers, everything flows naturally without any hiccups.

Cons

The built in app selection feels pretty limited for me. However, the API integration is a game changer since I can create custom coded apps to fill those gaps.

“Excellent cRM for Any Business size

Pros

Getting people to log in and handle file uploads or contract signing has been simple, that was my biggest worry initially. I appreciate how easy this platform is for both our team and clients. Implementation was incredibly quick, taking just a few days and the customer support has been outstanding.

Cons

Limited selection of third party apps is a bit of a drawback right now, though the API looks great and they seem committed to supporting developers. If I need heavy customization, this might not be my best bet. That said, given how simple and easy it is to integrate for me, it's definitely worth trying out.

“Best Client Management solution

Pros

I can embed our current website right into the portal which has been incredibly useful. Plus, connecting our client's Shopify metrics to create clean looking dashboards was simple. Really impressed with this functionality!

Cons

I can't really think of anything negative to say about it so far.

“Amazing client portal with direct texting

Pros

I love how this platform gives me a client portal where managing tons of clients becomes so much easier. Being able to text them directly through the system instead of relying on email is a game changer. Plus, finding a portal with such a clean, polished design was tough until I discovered this tool.

Cons

The main drawback for me is that it's still relatively new, so there are some features I'm hoping they'll add down the line. That said, the support team has been fantastic about taking feature requests and really values user input to improve things further.