Assembly Reviews & Product Details

Copilot makes client communication and management seamless by providing a centralized portal for all client interactions. Its user-friendly interface, easy navigation, and ability to organize documents, tasks, and updates help streamline workflows and improve overall efficiency. The most helpful feature of Copilot is its ability to consolidate client information and tasks in one place. It improves transparency by allowing clients to track progress, access important documents, and communicate directly. This reduces back-and-forth emails and ensures projects stay on schedule. Its integration options and customization capabilities also allow businesses to tailor the portal to their needs, enhancing client satisfaction. Review collected by and hosted on G2.com.

Nothing! It really is a pretty great tool that I have recommended to many. Review collected by and hosted on G2.com.

Modularity of the offerings are good, allows for variable access based on client type, service type, etc. They have good customer support staff and have worked with us to solve a couple of issues. Review collected by and hosted on G2.com.

They oversold their native connection with Notion which forced us to pay someone to code up the connections, etc. Review collected by and hosted on G2.com.

This platform is simplistic, easy to use, and looks professional. Review collected by and hosted on G2.com.

The flexibility and automation is somewhat limited, especially for the price. Review collected by and hosted on G2.com.

I love copilot. Top pros are ease of use, great UI, helpful features, easy to get started, helpful apps that can be plugged in Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

- 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) Review collected by and hosted on G2.com.

- 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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I find Copilot an effective way of sharing documents with my woodland clients. The function to 'chat' with a client is also useful. Review collected by and hosted on G2.com.

I would like to see the option to allocate a client to 2+ email addresses. Review collected by and hosted on G2.com.

The ease of use and interface, functionality, and customer service. Review collected by and hosted on G2.com.

Not much to dislike about Copilot, maybe a few minor things that I'm sure will be fixed in patches. Review collected by and hosted on G2.com.

Listen... I tried sooo many different CRMs and none of them were for me. Stumbling upon Copilot was one of the best days of my life. Not only is their support team VERY responsive and assistive, they actually listen to ideas for iterations. It feels like I'm heard—not to mention the robust features they make available. I will likely never leave Copilot because of the way their features work for my agency swimmingly, but the way they have treated me and the care they have exemplified reinforces that sentiment 10x over. Review collected by and hosted on G2.com.

To see more customizations available to the client-facing portal would be nice, but there certainly are quite a bit already! Review collected by and hosted on G2.com.

Copilot is a one stop shop for clients. It was hard finding a software for a client facing portal for clients who are recurring customers. Each project can have it's own area, but clients are still able to view ALL of their previous projects from one platform. It was easy to set up and implement. Review collected by and hosted on G2.com.

I am not a fan that Custom Domains are only available on Professional plan +, and the professional plan is over double the price of the starter. My company has everything it needs in the starter plan, but a custom domain seems fairly customary for even the lowest plans... Review collected by and hosted on G2.com.