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Announcements

A collection of 13 posts

Copilot 2024 Winter Release

Announcements Featured

Copilot 2024 Winter Release

At Copilot, we want to offer service-based businesses a true all-in-one platform. Our Winter 2024 Release introduces three major features that gets us closer to this vision: a task management app, business analytics, and built-in automation tools. Manage tasks with the Tasks App With the Tasks App we’re taking

Custom Visibility for Apps

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

Introducing Copilot's App Store and Platform

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

Copilot 2023 Winter Release

Copilot 2023 Winter Release

We’re excited to announce the Copilot Winter Release 2023. 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

Announcing Copilot on Make

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

Copilot 2023 Fall Release

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

Introducing Copilot Automations

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

Introducing Forms 2.0

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

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

Copilot 2022 Winter Release

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

Copilot Is Now HIPAA Compliant

Copilot Is Now HIPAA Compliant

Copilot is now HIPAA-compliant, meaning healthcare startups and consulting firms can now use our client portal software for their business operations.

Copilot Is Now SOC 2 Compliant

Copilot Is Now SOC 2 Compliant

Portal is now SOC 2 certified, which allows us to deliver the highest level of data security, transparency, and compliance to our customers.

Introducing Helpdesk 2.0

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