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

"My clients are impressed!"

What do you like best about Copilot? I like the white glove experience and that app integration allows me to put all of the tools from my tech stack in one place for my clients. What do you dislike about Copilot? It is more expensive than I would have preferred. What problems is Copilot solving and how is that benefiting you? Secure file sharing with my clients and having all of my client's deliverables in one place so they can easily retrieve them.

"Everything is in one place"

What do you like best about Copilot? Everything is in one place for the agency and the clients. This reduces time logging into different places to accomplish one task. What do you dislike about Copilot? I would like to see section or tab for notes. Some type of text editor for miscellaneous notes for each client. What problems is Copilot solving and how is that benefiting you? Switching to Copolit has reduced my time completing administrative tasks for clients. It also gives the client one ...

"Turnkey solutions for scaling clients' success"

What do you like best about Copilot? The endless possibilities with adding custom apps to help fit the needs of our clients while also maintain a sense of standardization and simplicity on our end as well. What do you dislike about Copilot? No dislikes besides having stronger Google Integration with the Google Folders and Slides. That would be great to help keep clients in one location while we work together with various tools within the Google Suite. What problems is Copilot solving and ...

"A User-Friendly App with Stellar Support, But Room for Improvement"

What do you like best about Copilot? I've been using Copilot for a short while now, and I must say that its user-friendliness has truly impressed me. The platform's interface is intuitive, making it easy for me to navigate through various features and functionalities without any hassle. The real standout, however, is the exceptional support provided by the Copilot team. Whenever I've encountered an issue or had a question, their support has been prompt, helpful, and dedicated to ensuring ...

"Copilot is easy to use!"

What do you like best about Copilot? I attempted to use other client portals for my consulting business and they did not work like Copilot. It's easy to use and add on the branding features like custom domain and colors, it makes my client portal feel like mine! What do you dislike about Copilot? Some of the functionality with the file system is lacking. Not enough room on smaller screens, feels like everything is smooshed together. Used to Dropbox for file sharing so it might just be ...

"The Best Client Portal for Service Businesses"

What do you like best about Copilot? Copilot has "for service businesses" in almost all its copy, and it's true. I was close to no-coding my own platform until I found this SaaS. Other software/CRMs claim you can customize their client portals, but they only mean slapping on different fonts and colors. With Copilot, I can optimize the UX for my clients while streamlining my workflow. The platform has almost everything I need built in, and I've easily integrated the one or two missing ...

"Co-pilot is helpful!"

What do you like best about Copilot? Very useful platform for flexibly plugging in our existing tools. What do you dislike about Copilot? I wish it had more customizable pages. For example, I wish I could host a page on copilot and design it, not all embedded because the embedded things have to be public. What problems is Copilot solving and how is that benefiting you? I am able to centrally provide my clients with a login that allows them to access multiple resources they have as our clients.

"Highly Customizable and super functional client portal solution!"

What do you like best about Copilot? I love that with Copilot you have the opportunity to create a custom client experience across any industry. The integrations with other software allow for limitless customization and create so much convenience when trying to create a 1 stop shop where your clients can't get anything they need from you. What do you dislike about Copilot? The Files section could use a little improvement. It would be nice to be able to have a Featured document for example ...

"A brilliant tool for service based businesses"

What do you like best about Copilot? A modern, fast and intuitive tool to engage with clients and get work done. You can get up and running so quickly, and then it 'gets out of the way' so you can get your work done. It feels like a natural extension of our brand and business already. What do you dislike about Copilot? Copilot is aiming for simplicity so they are (strategically) lacking some features. But the team are really open to suggestions and improvements and take all feedback into ...

"Finally found the solution for connecting with our clients"

What do you like best about Copilot? We like the intuitive layout. Copilot also allows a great deal of customization. The partner apps and the ability to integrate our other tools are fantastic features. The client experience is smooth and easy. We expect little friction when onboarding our customers. The automation features, especially with Zapier are great and I expect them to become even better over time. What do you dislike about Copilot? Nothing really. One thing I think that would be ...