Find a plan that works for your business
Try Copilot free for 14 days, no credit card required.
- 1 internal user
Internal users are members of your team with unique login credentials. Starter plans come with 1 internal user — upgrade for plans with team support.
- 50 clients
Clients are the individuals you serve who each have their own login credentials. For B2B businesses, you can create companies and assign multiple clients to each company.
- 100 automation tasks / month
Automations set up in our integrated automations builder contribute to your automation limit. Each executed action counts as one automation. For example, automatically assigning an onboarding form to a new client.
- 3 internal users+$39/user
Internal users are members of your team with unique login credentials. Professional plans include 3 internal users and additional users incur a per-user fee.
- 500 clients
Clients are the individuals you serve who each have their own login credentials. For B2B businesses, you can create companies and assign multiple clients to each company.
- 1K automation tasks / month
Automations set up in our integrated automations builder contribute to your automation limit. Each executed action counts as one automation. For example, automatically assigning an onboarding form to a new client.
- 5 internal users+$59/user
Internal users are members of your team with unique login credentials. Advanced plans include 5 internal users and additional users incur a per-user fee.
- Unlimited clients
Clients are the individuals you serve who each have their own login credentials. For B2B businesses, you can create companies and assign multiple clients to each company.
- Unlimited automation tasks
Automations set up in our integrated automations builder contribute to your automation limit. Each executed action counts as one automation. For example, automatically assigning an onboarding form to a new client.
- Unlimited internal users
Internal users are members of your team with unique login credentials. Enterprise plans include a customized number of user seats based on your needs.
- Unlimited clients
Clients are the individuals you serve who each have their own login credentials. For B2B businesses, you can create companies and assign multiple clients to each company.
- Unlimited automation tasks
Automations set up in our integrated automations builder contribute to your automation limit. Each executed action counts as one automation. For example, automatically assigning an onboarding form to a new client.
- CRM
Streamline client relationships with a built-in CRM — manage clients and companies, use custom fields to track what matters, and keep internal notes in one place.
- Client portal
Give clients a secure, white-labeled portal — deliver a premium experience across desktop and mobile, with easy access to communications, contracts, tasks, files, forms, embeds, and more.
- Messaging and team inbox
- Invoices, subscriptions, pay links
- Proposals and contracts
- Task and project management
- File-sharing and intake forms
- Embeds and links
Connect products you already use like Airtable, Calendly, and Looker Studio via embed or via a link that opens a new tab.
- Access to Copilot's App Store
Enhance your workspace with apps from our growing marketplace, from internal tools to industry-specific client solutions.
- Custom domain for portal
Host your client portal on a branded subdomain (e.g., portal.yourcompany.com).
- Custom email domain
Send notifications from your business email domain (e.g., noreply@yourcompany.com) instead of our default address.
- API, Zapier, Make
Create API keys and configure webhooks, or use our no-code integrations with Zapier and Make.
- App Visibility settings
App Visibility settings let you control which clients can access an app based on custom field rules, allowing you to provide different service levels to clients.
- Custom Apps
Custom Apps are web applications embedded into Copilot via an iframe that receive user authentication details. Custom Apps can utilize our API endpoints, listen to webhooks, navigate users with our App Bridge, and more.
- Low payment processing fees
- Remove ‘Powered by Copilot'
The 'Powered by Copilot' badge appears on client portal sign-in pages, email notifications, and client workflows such as payment checkout.
- Client Access permissions
Client Access permissions let you specify which internal users can access and view specific clients. When access is restricted, internal users won't see the client or their data across any apps, and won't receive email notifications about that client.
- HIPAA compliance with BAA
Protect healthcare data with HIPAA-compliant security measures — includes a signed Business Associate Agreement (BAA) to ensure regulatory compliance for handling sensitive patient information.
- Lower payment processing fees
- Sandbox workspace
Get a free additional workspace perfect for testing features, developing Custom Apps, training team members, and experimenting with configurations without affecting your live environment.
- Volume discounts
- Lowest payment processing fees
- Standard support
- Priority support
- Personalized onboarding (requires annual plan)
- Priority support
- Personalized onboarding (requires annual plan)
- Priority support
- Personalized onboarding
- Shared Slack channel
- Dedicated success manager
- Technical advisor
A technical advisor helps guide custom feature development, oversees custom development work, recommends trusted agencies for custom projects, and more.
Show plan detailsFrequently Asked Questions
Copilot is built for modern service providers, from solo entrepreneurs to 100-person firms, spanning technology, marketing, financial services, consulting, legal, e-commerce, and creative services. If you serve clients and want to streamline your operations, Copilot has you covered.
Small businesses can get started right away — create your workspace, add your clients, and start sending invoices, forms, and contracts in minutes. Most teams are fully operational within an hour. For larger organizations, our success team offers comprehensive support, including remote and in-person training, to ensure a smooth setup and onboarding process.
We uphold enterprise-grade security standards, including SOC2 and HIPAA compliance. We also employ robust encryption and continuous monitoring to ensure your data stays safe. For the full details, visit our Security Center.
Copilot is built to work seamlessly with your custom needs. With our API, SDK, and developer ecosystem, you can easily integrate and extend the platform to fit your workflows. For custom apps, you have three options: you can build them yourself using our tools, our team can build them for you, or a certified partner from our network can handle the development. No matter the approach, we’re here to support you in creating a solution that works for your business.
If your free trial expires and you haven’t picked a plan, your workspace will be locked. You’ll be prompted to choose a plan upon login, and if you don’t do so within 30 days, your account may be deleted.
Yes, you can cancel or update your plan directly in the product at any time. We also offer a 30-day satisfaction guarantee — if Copilot isn’t the right fit for your business, let us know within 30 days, and we’ll make it right.
Yes, we offer a 20% discount for nonprofits and educational institutions. Contact our team to get set up with a nonprofit or education discount.
