Copilot
copilot.appSummary
Ask questionsCopilot is a client management platform that provides tools for secure file sharing, messaging, invoicing, task management, and contract handling. It aims to streamline operations for service businesses by offering a branded client portal and various integrated applications.
Features2/18
See allMust Have
2 of 5
Centralized Asset Storage
Asset Organization & Search
Brand Guideline Editor
Shareable Brand Guide URL
Version Control & Updates
Other
0 of 13
Logo Variant Upload
Color Palette Definition
Typography Settings
Customizable Sections
Preview Mode
Google & Custom Fonts
Real-time Collaboration
Asset Generation Tools
Browser Extension Access
AI Consistency Checker
Automated Notifications
Whitelabel Agency Mode
Integration with Design & Dev Workflows
PricingSubscription
See allStarter
- CRM
- Client portal
- Messaging and team inbox
- Invoices, subscriptions, pay links
- Proposals and contracts
- Task and project management
- File-sharing and intake forms
- Embeds and links
- Access to Copilot's App Store
- 1 internal user
- 50 clients
- 100 automation tasks / month
Professional
- Everything in Starter, plus:
- Custom domain for portal
- Custom email domain
- API, Zapier, Make
- App Visibility settings
- Custom Apps
- Low payment processing fees
- 3 internal users
- 500 clients
- 1K automation tasks / month
Advanced
- Everything in Professional, plus:
- Remove ‘Powered by Copilot'
- Client Access permissions
- HIPAA compliance with BAA
- Lowest payment processing fees
- Enforce MFA for all internal users and clients
- 5 internal users
- Unlimited clients
- Unlimited automation tasks
Enterprise
- Everything in Advanced, plus:
- Sandbox workspace
- Dedicated success manager
- Technical advisor
- Unlimited internal users
- Unlimited clients
- Unlimited automation tasks
Rationale
Copilot offers a 'Files App' that allows secure sharing and organization of documents, which aligns with centralized asset storage and organization. However, it does not appear to offer specific brand guideline creation or management features like a brand guideline editor, shareable brand guide URLs, or version control specifically for brand assets. Its primary focus is on client management and general file sharing rather than dedicated brand asset and guideline management.
