Copilot vs. Moxo
Unlock a minimalist, modern client experience with Copilot — designed to streamline your work beyond Moxo's limited project management. With built-in invoicing, help desks, and an open API platform, Copilot delivers what you need all in one place. Get started instantly with self-serve signup.
Meet the modern Moxo alternative that will delight your customers.
All-in-one
Impress clients with a seamless all-in-one experience on web and mobile.
Branding
Provide a premium experience by customizing your portal with your brand assets.
Security
Protect sensitive client information. SOC2 and HIPAA reports are available.
Automations
Save time, work more efficiently, and reduce the risk of manual errors.
What do customer say on G2?
Ease of Use
Ease of Setup
Ease of Admin
Quality of Support
Copilot and Moxo Comparison
| Moxo | |||
|---|---|---|---|---|
| Pricing | $29/mo for starter plan, $69/mo for integrations | $100/mo for starter plan, $480/mo for integrations | ||
| Client management |  | | ||
| Live chat | | | ||
| File-sharing | | | ||
| Invoicing | | |||
| Subscription management | | |||
| Forms and Surveys | | |||
| Helpdesk – Create a help center for your clients | | |||
| Free trial | | |||
$29/mo for starter plan, $69/mo for integrations Pricing
Client management
Live chat
File-sharing
Invoicing
Subscription management
Forms and Surveys
Helpdesk – Create a help center for your clients
Free trial
Moxo
$100/mo for starter plan, $480/mo for integrations Pricing
Client management
Live chat
File-sharing
Invoicing
Subscription management
Forms and Surveys
Helpdesk – Create a help center for your clients
Free trial
"Copilot is the ultimate sidekick for Trulytell. It lets us streamline our client communication, manage projects, and create a special on-brand experience for our clients. "
Founder, Trulytell
Frequently Asked Questions
While there are are many solutions with similar functionality to Copilot, Copilot is the modern alternative that will delight your customers. With a minimalist UI, mobile-first design, comprehensive customization options, and faster performance, Copilot is a product that your customers will love to use.
It usually takes companies less than 15 minutes to migrate to Copilot. With a simple import flow that you can access on the Clients page you can seamlessly import your client lists (along with any custom fields) in a single step.
