Marlon Misra

Marlon Misra

Cofounder/CEO @ Copilot
228 points
All activity
Marlon Misra
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
Copilot Tasks App
The modern client portal, now with task management
Marlon Misra
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
Marlon Misra
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
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
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
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
Portal
The modern client portal