With Copilot, businesses can set up a client portal, enabling clients to send messages, make payments, upload files, sign contracts, submit forms, access custom apps, and more — all from one unified place.
Looking beyond Copilot? Try AvenHQ for creative-focused client portals, ClickUp to centralize projects and clients, PandaDoc for fast e-sign and proposals, HubSpot for CRM-driven portals, and DocsCube to accelerate B2B deals with secure rooms.
