
Copilot
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What is Copilot?
Copilot is a versatile platform that streamlines client onboarding, secure communication, and payment processing. Ideal for service businesses, it integrates with popular tools, automates workflows, and offers a customizable, branded client portal for an enhanced user experience.
Copilot Starting Price

Our Awards and Recognition
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Key Features of Copilot
Here are the powerful features that make Copilot stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Contact Management
- Lead Management
- Sales Pipeline
- Email Integration
- Task Management
- Calendar Integration
- Reporting And Analytics
- Mobile Access
- Customizable Dashboards
- Workflow Automation
- Document Management
- Social Media Integration
- Customer Segmentation
- Sales Forecasting
- Third Party Integrations
- Role Based Access Control
- Customer Support Ticketing
- Marketing Automation
- Data Import/export
- Api Access

Copilot Specifications
Get a closer look at the technical specifications and system requirements for Copilot. Find out if it's compatible with your operating system and other software.
Copilot Comparisons
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Copilot Resources
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Copilot FAQs
What are the top 5 features for Copilot?
The top 5 features for Copilot are:
- CRM & Sales Dashboards
- Document Management
- Expense Management
- Performance Management
- Contact Management
What type of customer support is available from Copilot?
The available support which Copilot provides is:
Where is the headquarters/company of Copilot located?
The headquarters/company of Copilot is located at New York.
What platforms does Copilot support?
Copilot supports a variety of platforms including Android and IOS.
What types of businesses does Copilot serve?
Copilot serves a wide range of businesses, including but not limited to Startups, SMBs, Mid-Market & Enterprises.
Who are the primary competitors of Copilot?
The three major competitors of Copilot are FitogramPro, Capsule CRM and CRM-gx. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.