Copilot - Modernize your business with a streamlined client portal | Product Hun...
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Copilot
Modernize your business with a streamlined client portal
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.
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.
@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!
@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...).
@syed_rizvi3 anything that is an embeddable iframe can be surfaced as an app in Copilot! You can visit the following link for more info or shoot us an email at [email protected]
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