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Copilot is the modern all-in-one client portal for service businesses. With our new Tasks App you can assign tasks to team members to stay organized and to clients to keep them informed and engaged.
Copilot Tasks App
The modern client portal, now with task management
Marlon Misra
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Hi ProductHunt! Marlon here, cofounder at Copilot. 👋
We’re so grateful for Product Hunt’s role in helping us find some of our first customers in 2020, so I’m super excited to be back today.
When we started, we set out to build a modern client portal and over time we added features for things like client messaging, payments, and contracts. With this release, we’re adding a new app specifically...
Copilot Tasks App
The modern client portal, now with task management
Marlon Misra
left a comment
Hi all! Marlon here, Cofounder at Copilot.
Copilot is a modern client portal for service businesses. In the past, we launched apps for things like contract management, file-sharing, and payments. We built these ourselves.
Today we're announcing our App Store along with the first apps built by 3rd party developers.
Our new App Store: https://www.copilot.com/apps/dir...
Client Home App:...
Copilot App Store
Our Client Portal now has an App Store
Copilot is the modern all-in-one client portal for service businesses. With our new App Store you can install Marketplace Apps built by 3rd party developers and build your own.
Copilot App Store
Our Client Portal now has an App Store
Copilot is the modern all-in-one client portal for service businesses. With our new Contracts App you can create reusable contract templates, assign them to clients, and track submissions and requests in a consolidated view.
Copilot Contracts App
Prepare, sign, send, and manage eSignature contracts
Marlon Misra
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Hi all! Marlon here, Cofounder at Copilot.
We set out to build the best all-in-one software suite for service businesses almost 4 years ago and today we're finally launching a complete contract management solution. This is the 6th App we've launched (following apps for Messaging, Billing, File-sharing, Forms, and Helpdesks).
We know there's many options out there for eSignature but what's...
Copilot Contracts App
Prepare, sign, send, and manage eSignature contracts
Copilot is a modern client portal built for service firms. With Copilot Automations, service businesses can use our API and Zapier to automate client intake, sync CRMs, backup files, and connect 100s of external products.
Copilot Automations
Run your service business on autopilot
Marlon Misra
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Hi everyone. Marlon here, cofounder and CEO at Copilot.
We launched Copilot (https://www.copilot.com/), a modern client portal for service business, on PH in January. We're now back 6 months later with Copilot Automations -- a new way to set up seamless workflows with our API or with Zapier. For example, you can:
1/ Design an onboarding experience where leads can self-serve sign up, are...
Copilot Automations
Run your service business on autopilot
Marlon Misra
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We were fortunate to be early beta testers of Assembly. TLDR Assembly is amazing!
1. If you have multiple people working on social/community, it's an amazing way to stay organized.
2. The AI writing features are my favorite because they provide a seamless workflow that lets you turn a single high-quality blog post into tweet threads, LinkedIn posts, etc with little effort.
3. The product is...
Assembly
A marketing calendar with superpowers
Marlon Misra
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The ratio of of insight <> content is so unusually high for this blog. Love reading it when it comes out and highly recommend it to any plg founders.
Notorious PLG
The best PLG startups, metrics and community, every week
Marlon Misra
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Hi everyone. Marlon here, cofounder and CEO at Copilot.
We're really excited to be back on ProductHunt, launching the 1.0 version of the product we've been working on for over two years!
Prior to Copilot, we worked at a few startups and as a result were the clients of various types of services business — marketing agencies, law firms, accounting firms, etc. Across the board we found that...
Copilot
Modernize your business with a streamlined client portal
With Copilot, service businesses can set up a client portal, enabling clients to send messages, make payments, upload files, sign contracts, submit forms, and access custom apps — all from one unified place.
Copilot
Modernize your business with a streamlined client portal
Marlon Misra
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Ashby is truly excellent. It takes a while to set up nicely but don’t let that discourage you. It’s one of the best upfront time investments you can make, even if you are a small <5 person team IMO.
We’ve probably saved 100s of hours by having a more streamlined way to reach out to candidates on LinkedIn, schedule interviews, see consolidated feedback, etc. The product is also improving...
Ashby
A powerful all-in-one recruiting tool – not just another ATS
Marlon Misra
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Looks amazing, I gotta try this.
Congrats on the launch too! Have been following you all for a while and it's incredible how quickly this all came together.
Tether
Bug reporting and feedback directly on your product
With Portal, let your clients login on your own website and give them one place for payments, messaging, file-sharing, eSignatures, intake forms, and more.
Portal
The modern client portal
Marlon Misra
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Thanks @katmanalac for hunting us!
Hi everyone. Marlon here, cofounder and CEO at Portal. Over a 2-year period working on startups, we gained a lot of experience working with service providers - agencies, bookkeepers, lawyers, engineering firms, accountants, etc. - and we *always* found that from our perspective (as the client) the experience felt disorganized with separate tools...
Portal
The modern client portal
Marlon Misra
left a comment
We’ve made 100% of our hires with Searchlight and it’s become a critical part of the hiring process. On average we get 5 references from the candidates direct manager and peers -> this information is super valuable both to (1) to find outstanding candidates who you otherwise wouldn’t interview based on just a resume and also to (2) reject candidates who look otherwise loo good on...
Searchlight
The best way to evaluate talent