Marlon Misra

Announcements Featured

Custom Visibility for Apps

With custom visibility for apps, you can dynamically control which clients have access to an app. This lets you provide differentiated levels of service to clients. For example, you might only allow clients with custom field plan = premium access to schedule time with you (e.g. access to the Calendly

Announcements Featured

Introducing Copilot's App Store and Platform

At Copilot, we set out almost 4 years ago to build the best software suite for creative and professional service businesses. In the beginning, we focused on the foundation and must-have features like a flexible CRM, payments, messaging, and contract management. But every service business is unique and we learned

Announcements

Copilot 2024 Winter Release

We’re excited to announce the Copilot Winter Release 2024. Watch the video to see a full product walkthrough of new features or read about them below. ⬇️ Contracts App There are dozens of eSignature solutions out there, but we wanted to build something better – something that is tightly integrated with

Announcements

Announcing Copilot on Make

Starting today, Copilot is available and fully supported on Make. Now, alongside our existing API and Zapier capabilities, you can harness the power of Make's visual programming to automate workflows between Copilot and the apps you use daily. Check out our Make profile here. Why we built Copilot

Guides

How to start an accounting firm in 2024 (8 easy steps)

Learn how to start an accounting firm — virtually. They run leaner, have better growth channels, and the tools available to them get better every year.

Announcements

Copilot 2023 Fall Release

We’re excited to announce the Copilot Fall Release 2023, a collection of features we’re releasing today or shipped over the last few weeks. Log in with Google for clients One of our product principles at Copilot is to remove as much friction as possible for your clients. In

Inside Copilot

Working backwards from the customer experience

Startups are often founded on a small number of product insights that significantly shape their trajectory. In this post I wanted to share what one of those early insights was for us. TLDR: While most startups prioritize just their immediate customers, we felt that there was an important and under-appreciated

Guides

How to Collect Online Credit Card Payments

Payment processing can be intimidating for small business owners. Learn how to collect online credit card payments the right way.

Announcements

Introducing Copilot Automations

We’re excited to launch Copilot Automations, a set of pre-built workflows that help you save time, reduce human error, and overall run a more streamlined business. Jump right in and check out the new automation templates or read on to learn more about our motivation for this release and

Announcements

Introducing Forms 2.0

We’re excited to announce a completely redesigned Forms App that comes with support for always-on mode, multiple submissions per client, and more. Along with the product update, we’ve also redesigned our API for forms so that you can more easily set up workflows that begin with a forms

Announcements

Introducing Copilot 1.0 and Announcing our Series A

We started working on Copilot (previously Portal) more than two years ago to help service companies start, run, and grow their business. Today we're delighted to unveil our latest version, Copilot 1.0. With Copilot 1.0, businesses can set up a client portal that enables clients to

Announcements

Copilot 2022 Winter Release

We're excited to share details of the Copilot Winter Release – the most significant release in our company's history. It includes four major new features and hundreds of design and performance improvements. Read on! A revamped Copilot Admin The new Copilot Admin is out and you can

Guides

How to get referrals from clients (with expert tips)

The best way to tap into word-of-mouth marketing is through client referrals. Asking for referrals directly can be anxiety inducing and time consuming, which is why you need to learn how to secure client referrals without asking.

Inside Copilot

How to Hold an Effective International Off-site as a Series A Startup

Everything we learned about doing an off-site in a far-away place with a team of 15.

Guides

The Top 5 Software Picks for Effectively Managing Your Clients

Running a small business or managing your customer data as a freelancer is difficult. Often you are trying to save customer profiles in a basic database or within a spreadsheet, both of which aren’t ideal interfaces. The same can be said for contact management software, which can help organize

Guides

What is a Project Implementation Plan + Templates

At the outset of any large project, project managers have the challenging task of organizing team members and creating a strategic plan for completing project objectives. There are many ways that leaders can help lead employees towards planning a cleaner implementation process, such as well-organized Gantt charts, project execution plans,

Announcements

Introducing Helpdesk 2.0

From 1.0 to 2.0 We released the first version of the Knowledge base module 14 months ago. At the time we believed that service businesses (agencies, law firms, etc.) all had an incredible amount of knowledge that customers were willing to pay for. We've learned a

September Highlights: Instant Bank Payments, Invoice Previews, and Multi-select Tags

In September, the Portal team focused on improvements to the Billing Module.

August Highlights: Exports & Custom Fields

In August, the Portal team focused on support for exports across the entire set of Modules, custom fields, and stability.

June Highlights: Custom Fields, CRM Filters, and Company Management

In June, the Portal team focused on making the CRM more powerful and improving the experience of managing client companies (which may have multiple associated client users).

April Highlights: Billing 2.0 and lots of improvements

In April, the Portal team focused on billing enhancements, user experience improvements, and infrastructure improvements that make the product run faster.

March Highlights: Client assignment, Help center, and Link sharing

In March the Portal team shipped client assignment, a help center, link sharing, and more.

February Highlights: Intake forms & Google Analytics

In February 2021, the Portal team shipped a comprehensive Intake Forms module, Google Analytics, and dozens of improvements and fixes.

January Highlights: eSignatures module & Module management

In January the Portal team shipped a comprehensive eSignatures solution. Unlike most eSignature products, our offering is tightly integrated with the rest of your portal. That means clients can now message you, share files with you, pay, and sign documents, all from one unified place.

December Highlights: Infrastructure month

In December the Portal team focused on infrastructure and performance. We shipped better domain management, made cross-product improvement to make the product work in real-time, and improved our notification infrastructure.