Modernize your business with a streamlined client portal
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Marlon Misra

Copilot - Modernize your business with a streamlined client portal

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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.

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Marlon Misra
Maker
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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 the user experience for us as clients was fragmented. With Copilot, we want to give service businesses a way to provide their clients a branded, unified, and delightful experience on web and mobile. We do that by making it really easy to 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. We'd love to hear any feedback from the PH community! My team and I will be online all day to answer questions.
@marlonmisra Thanks for sharing Copilot, sounds like a great solution for service businesses. Excited to see its impact in the market and looking forward to team's engagement on ProductHunt.
Tom Garcy
Looks good! Have you thought about implementing some kind of task list? So you can directly invoice finished tasks?
Marlon Misra
Maker
@tom_garcy it's a great question. We have a feature called Partner Apps that lets you embed project tracking dashboards from Airtable, ClickUp, Google Sheets, etc. We see many companies use the feature to show clients what tasks are outstanding. Now the caveat is that some of these products allow edits in embedded views and some don't so, they don't all work out of the box in a way where the client can check things off. More on this feature here: https://www.copilot.com/apps We also have full support for Custom Apps. And what we've also seen here is startups building their own to-do apps and then embedding those. More on that in our API docs (https://docs.copilot.com/referen...) and our Custom Apps docs (https://docs.copilot.com/page/cu...).
Allene Norton
Maker
@tom_garcy Hey Tom! As @marlonmisra mentioned, we don't have this built in, but Copilot is sooo extensible. I've built a prototype Custom App that integrates with Todoist- you can display tasks directly in Copilot, mark them as completed, add new tasks, etc... and it will seamlessly sync with your Todoist account 😊 Soon we will have apps like this available to the public! We will share template repos on Github and feature them on our site in the coming months 💫
Swapnil D Puranik
Hey @marlonmisra and team, congratulations on the launch! The product looks great - have signed up for a trial and scheduled demo as well. Love the simplicity and ease of navigation on the website.
Marlon Misra
Maker
@swapdp_01 Awesome, look forward to meeting!
Swapnil D Puranik
@marlonmisra you are not supporting Indian based businesses yet?
Marlon Misra
Maker
@swapdp_01 we are supporting Indian businesses, yes!
Swapnil D Puranik
@marlonmisra In the billing section, India doesn't show as country of business. hence.
Allene Norton
Maker
@swapdp_01 Hey Swapnil! I'm head of support here at Copilot! Want to shoot an email to support@copilot.com and I can help further from there?
Paolo De Giglio 🚀
🔥 Wow, this sounds like an amazing product! Can't wait to check it out and see how it can help my software house 🤗
Paolo De Giglio 🚀
@paolo_degiglio thank you!
Bren Kinfa 💎 SaaS Gems
💡 Bright idea
Looks IMMENSELY useful in helping to simplify and streamline all the admin bits of a client engagement! Would love to see integrations with task or PM apps (Clickup, Trello, etc). 🚀 e.g. Create a task in a PM board, that task then gets synced to Copilot and can be marked as billable + invoiced.
Neil Raina
Maker
@saasdesigner Thanks for the feedback Bren. Completely agree that having integration are super important. With this release we've enhanced the ability to bring other apps into your portal[1]. A big focus in 2023 for us is investing in our platform and providing a powerful API so that businesses can more seamlessly integrate actions from other apps to create workflows like the one you mentioned! [1]: https://www.copilot.com/apps#pro...
Love this! There's lots of client portal software, but what I like the most is all the customization options.
Neil Raina
Maker
@ravi_chothani Thanks!! We believe it's really important to give businesses the flexibility to showcase their brand while making it very simple. In our latest release we added a whole new set of customization options that lets you specify more granular colors, change the font, and use a variety of images for your icon, logo, and login page.
Bryant Lee
The product looks beautiful! Much slicker than other portal software! How many brands are allowed under one subscription?
Allene Norton
Maker
@bryant_lee Hi Bryant! Thanks for your feedback ❤️ You can have one main brand per subscription, but you can also turn on Client Branding to allow clients to see their own company logo in the client experience!
Bryant Lee
@allene_norton Client branding is awesome! Haven't seen that feature in many products!
Andrew Fan
Hey, @marlonmisra, great product, congrats!
Allene Norton
Maker
@marlonmisra @fan_andy Hey Andrew, thank you!!! We're super stoked to be sharing our team's fantastic work with everyone ❤️ We truly appreciate your kind words 💫
Joshua Molinare
Looks amazing, Congratulations on the launch!
Allene Norton
Maker
@joshua_molinare Joshua, thanks a ton! We're soooo excited 🔥🔥🔥
Huy Doan
The product looks good! Congrats guys on the launch!
Allene Norton
Maker
@huy_doan_quang Huy, thank you! ❤️❤️❤️
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