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Copilot

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18 reviews
  • 4 profiles
  • 5 categories
Average star rating
4.9
Serving customers since
2021

Profile Name

Star Rating

17
1
0
0
0

Copilot Reviews

Review Filters
Profile Name
Star Rating
17
1
0
0
0
AK
Ajit K.
10/20/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

Best Application for Client Management

Copilot is the best application for Client Managment. It provides amazing Dashboard, billing, share files and collect forms. Using this we can offer helpdesk to client and automate client workflows.
Jason R.
JR
Jason R.
07/24/2023
Validated Reviewer
Verified Current User
Review source: Organic

A big time saver

It saves me time: Copilot automatically transcribes my sales calls, and then it generates a summary of the call in just a few minutes. This saves me hours of time each week that I would otherwise spend listening to and transcribing calls myself. It helps me stay organized: Copilot organizes all of my call summaries in a central location, so I can easily find the information I need. I also love the slack integration. It helps me understand our prospects better: Copilot's summaries are very detailed, and they provide me with a deep understanding of our prospects' needs and pain points. This has been invaluable for me, as it has allowed me to create more targeted and effective messaging.
Znar B.
ZB
Znar B.
06/30/2023
Validated Reviewer
Review source: Organic

Revolutionizing Call Summaries: My Experience with Copilot

Copilot has revolutionized the way I handle client calls and document important discussions. As a customer onboarding manager, I find Copilot's ability to analyze and summarize my calls in real-time to be an invaluable feature. It has significantly reduced the time I spend manually documenting call notes and has greatly improved my overall productivity.

About

Contact

HQ Location:
San Francisco, California

Social

@copilotup

What is Copilot?

Copilot is a business management platform designed to streamline operations for client-driven firms, such as consultancies, agencies, and professional services. The software offers an all-in-one solution by integrating tools for client communication, project management, invoicing, and payments. Copilot aims to enhance efficiency by providing features like shared workspaces, branded client portals, and automated workflows. Its user-friendly interface is tailored to facilitate seamless collaboration between businesses and their clients.

Details

Year Founded
2021