Assembly Reviews & Product Details

It meets you where your add and keeps things simple enough to get started with ambitious projects. Review collected by and hosted on G2.com.

I would love more people to get value, but alas it can't be expanded to more uses cases Review collected by and hosted on G2.com.

Copilot does an excellent job of connecting me with my clients. Review collected by and hosted on G2.com.

The pricing structure for the upgrades. I felt the cost was designed for firms much bigger than myself. For example, I have 5 customers and I could not justify spending any more than the subscription. Review collected by and hosted on G2.com.

What I love most about Copilot is its incredible flexibility and how effortlessly it integrates with other apps. It feels like having a personal assistant designed to fit your unique workflow, rather than making you conform to a preset system. The customization options are outstanding, giving me the freedom to shape the platform exactly to my needs. Review collected by and hosted on G2.com.

ot all sites fully integrate, which sometimes causes certain pages not to load properly—a bit frustrating when you're trying to streamline tasks. Additionally, there’s no notes feature available for internal use yet, which would be incredibly helpful for quick reminders or team collaboration. Review collected by and hosted on G2.com.

This is a super easy app to setup. The automation integration with zapier work well. Review collected by and hosted on G2.com.

I wish there was more of an ability to customize the actual portal notification settings. Clients recieve an email 5 minutes after you change something in their portal. I would love to simply have an updated button that sent them a bulk change I made in their portal. Also the ability to have them download an app would be incredible helpful. Review collected by and hosted on G2.com.

The ability to have everything for the client in one place, and branded to our liking is amazing. I just create their account and boom, I can send contracts, invoices, we can chat, embed dashboards...very seamless Review collected by and hosted on G2.com.

Team is working on it, but a little more functionality with the new tasks app and the ability to sync that with my other tools so clients don't have to leave Review collected by and hosted on G2.com.

I like how there are multiple different abilities to store and manage client information in one singular portal. Review collected by and hosted on G2.com.

I wish it were more customizable to how internal users and clients can interact with a few of the different plug ins / apps. Review collected by and hosted on G2.com.

The best parts about copilot are managing client contracts, messaging, and projects all in one place. The team is also very responsive and provides helpful work arounds where necessary. There are many softwares in this space that lost my business for simply trying to do too much... Copilot CRM understands what its use case is, and is focused on continously improving in those areas. Review collected by and hosted on G2.com.

I would appreciate a more complete billing system where you can set up payment links that are required before clients logging in. Review collected by and hosted on G2.com.

the encryption and ease for clients to use with a portal customizable Review collected by and hosted on G2.com.

There isn't a use of artificial intelligence used Review collected by and hosted on G2.com.

The current iteration of my service works well. The contracts (e-signature), invoicing, and forms built in apps enable me to host my client onboarding in one place. The next steps for my services utilize a good bit of gsheets which easily embeds into either a global view or client level view to share resources. Review collected by and hosted on G2.com.

As of now it almost seems too simple. While the subscription and invoicing features are great, I wish there were easier ways to integrate my own payment processing service within the app Review collected by and hosted on G2.com.

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.