Assembly Reviews & Product Details

I like the simple intuitive user face and also how sleek it looks for clients. One of the biggest hurdles I have faced when trying to do a client portal is being able to just jump in and use. So many portal softwares have a learning curve which is frustrating and I don't have time for that as a business owner. Review collected by and hosted on G2.com.

Probably that you can't just login to view the client portal from the clients perspective without logging in. I think a good feature would be able to switch between what the portal looks like from the clients perspective easily. Review collected by and hosted on G2.com.

I love to be a part of the co-pilot slack community. Any questions I have get answered extremely fast by the copilot team. They make it very easy to understand how to solve any issues I am having and they are also kind. Review collected by and hosted on G2.com.

Since the platform is relatively new, there are some features that would be useful to my team now that are not yet available. Review collected by and hosted on G2.com.

Ease of use and constantly improving the software Review collected by and hosted on G2.com.

Nothing really. A little more customization would be great but not a big deal. Review collected by and hosted on G2.com.

Helping to centralize client communications. Review collected by and hosted on G2.com.

Nothing! I really love so much about it. Maybe the only thing is if we have multiple types of clients having 2 different sections to organize their categories would be great. Review collected by and hosted on G2.com.

Adding applications, like Power BI to my client portals Review collected by and hosted on G2.com.

Not clear that an app wasnt made available to all clients Review collected by and hosted on G2.com.

Copilot for our team has become an essential part of our stack and I believe is essential to every company needing an interactive and easy to use CRM Review collected by and hosted on G2.com.

Sometimes there are small issues like email domains not verifying, but easy fixed with help from support Review collected by and hosted on G2.com.

My favorite thing about Copilot is the ability to have a client portal where I can manage a large number of clients easily and be able to "text" them through the platform, instead of having to email them. I also had trouble finding a client portal with a clean design so Copilot stood out to me. Review collected by and hosted on G2.com.

The only downside of Copilot is it's a newer platform so there's a few features I'd like to see added to the platform but the support team has been super great about asking for new feature recommendations. It's great to have a support team that asks for user feedback so they can make the platform even better! Review collected by and hosted on G2.com.

The design is my favorite part. Copilot is intuitive, user friendly and provides all the right elements to make a portal successful for any business. I was able to implement my domain's subdomain quite easily. I had a little trouble with the DNS records for email domain connection because I wasn't clear on something but customer support was amazing in helping me. I have recommended Copilot to a few clients and one is ready to sign up. The ease of integration of other apps works great. I'm sure I'll frequently use Copilot for all my business needs and that of my clients as well. Review collected by and hosted on G2.com.

So far I haven't found anything I dislike about Copilot. Review collected by and hosted on G2.com.

Being my business management companion. Everything is internal and tracked. What was physical labour is now managed digitally. Review collected by and hosted on G2.com.

The lack of features. At first it looks somewhat of a ‘beta version’. The more you use the platform you grow to love it. Im certain, with time copilot will introduce new features and make improvements. Review collected by and hosted on G2.com.

I have spent the past 2-3 weeks reviewing platforms like Copilot, from a magnitude of pricing terms, from free of charge through to £15,000 a year for one user. I can safely say that Copilot was the sure winner, even over those asking for a 5 figure sum every year. Their user interface is simple yet powerful in it's operation, it's team are super helpful, they are continiously adding development to the project and I feel that the experience for a client is the most professional.

Every aspect of integration of wanted to achieve has been done in minutes. Plus the simplicity and automation this will now provide my startup business is unparalled, really giving me value from the outset.

I'm in the technology industry, working as a consultant, so I can always admire businesses that offer a fantastic service in this sector. Kudos. You've got a very happy customer. Review collected by and hosted on G2.com.

I have not found an aspect I dislike yet. I think the only comment I could make is that it would be a great feature to allow your client portal to have control over the font size of the size bar menu when it's being accessed via a mobile device - it's fine for me but I could imagine that some customers with poor vision may struggle to read the text size.

I'm sure it's a simple change that can be implemented in the future. Review collected by and hosted on G2.com.