Portal Reviews in April 2025: User Ratings, Pros & Cons

"Excellent platform!"

What do you like best about Copilot? Got up and running very fast. Setup was quick and easy. Love all of the apps. Customer service is responsive and helpful. Lots of useful features, especially forms and e-signature to streamline onboarding. Overally, I'd definitely recommend Copilot! What do you dislike about Copilot? Some basic apps (like Google Sheets/Docs) should be included in the Starter tier What problems is Copilot solving and how is that benefiting you? All-in-one portal for ...

"A complete experience for my design agency and for my clients."

What do you like best about Copilot? CoPilot is an excellent platform for providing clients of my design agency with an all-in-one experience. Messaging, invoicing, ticketing forms, and much more are seamlessly integrated. I highly recommend it What do you dislike about Copilot? Nothing for the moment... Perhaps an integration with Notion? And maybe an integration with Freebe for invoicing? What problems is Copilot solving and how is that benefiting you? Copilot addresses the primary ...

"Exactly what my business needed!"

What do you like best about Copilot? Copilot streamlines all the important features into one platform for my business and my clients. It's easy to use interface is a gamechanger as I did very minimal training for my clients and employees which saved me so much time + stress. I also love that my clients have the Helpdesk feature where I can upload FAQs that we receive so they can always visit that section. The chat feature is also great to streamline requests from clients and keep everything ...

"Powerful, open and easy to use platform"

What do you like best about Copilot? Very powerful integration possiblilities through zapier which essentially allows you to use the platform for most use cases What do you dislike about Copilot? Concept of clients and customers is clunky, and the lack of customisable permissions and views makes many use cases, particularly for decentralised/branch customers difficult What problems is Copilot solving and how is that benefiting you? Copilot allows us to give our customers a customer portal ...

"Very Pleased, great product."

What do you like best about Copilot? SIMPLICITY! Too many products like this are filled with features, but they're so full that they become intimidating. Copilot is extremely easy to just jump into and start using right away. Integrates really easy with stuff I'm already using and was super fast to set up. What do you dislike about Copilot? Not much I dislike, it's a great product. A couple things I'd like to see (Maybe I'm just looking in the wrong spots too): - Being able to copy files ...

"Seamless & Intuitive Place For The Heart Of Your Business"

What do you like best about Copilot? Simple Sign in, automation through zapier, helpdocs, how simple yet robust it is. What do you dislike about Copilot? I wish we had the functionality to send the client a text when you message them. What problems is Copilot solving and how is that benefiting you? All of my client communication gets tangled up in my CRM with the leads I am nurturing. So one thread can be me trying to set a call and the next is all about onboarding. I want to change that ...

"Efficient and Effective"

What do you like best about Copilot? Copilot is user friendly, has convienent features, and is thoughtfully crafted to enhance the user experience. What do you dislike about Copilot? The trial period could be longer to provide a more in depth trial experience of the platform. What problems is Copilot solving and how is that benefiting you? Centralized platform to manage all aspects of our operations and client interactions.

"Our Awesome experience working with Co-pilot"

What do you like best about Copilot? My favourite part about co-pilot is it's flexibility to work with different apps. The tool integratees extremely well with most tools and the UX/UI is seemless. Their customer support is also always on the ball and willing to go the extra mile to support. The community as well is very helpful and the diescussions that happen in slack are insightful and help me use the tool better. What do you dislike about Copilot? I do hope they can find a way to ...

"Well designed suite of tools"

What do you like best about Copilot? Its design and the thoughtfulness of its features. It's packed with all the services I need as an agency to manage my portfolio of clients, as well as manage the projects with all of them. It is easy to install and I'm using it daily What do you dislike about Copilot? Copilot has a subscription billing cycle which, unfortunately for me, allows only USD and not EUR. What problems is Copilot solving and how is that benefiting you? Everything is centralised ...

"Your Custom Client Portal"

What do you like best about Copilot? The ability to customize your client's portal experience. What do you dislike about Copilot? There is currently no mobile app and limited number of integrated apps. What problems is Copilot solving and how is that benefiting you? The flexibility of customizing the client experience and differentiating us against our competitors.