Find a plan that works for your business
Try Copilot free for 14 days, no credit card required.
- 1 internal user
Internal users are members of your team with unique login credentials. Starter plans come with 1 internal user — upgrade for plans with team support.
- 50 clients
Clients are the individuals you serve who each have their own login credentials. For B2B businesses, you can create companies and assign multiple clients to each company.
- 100 automation tasks / month
Automations set up in our integrated automations builder contribute to your automation limit. Each executed action counts as one automation. For example, automatically assigning an onboarding form to a new client.
- 3 internal users+$39/user
Internal users are members of your team with unique login credentials. Professional plans include 3 internal users and additional users incur a per-user fee.
- 500 clients
Clients are the individuals you serve who each have their own login credentials. For B2B businesses, you can create companies and assign multiple clients to each company.
- 1K automation tasks / month
Automations set up in our integrated automations builder contribute to your automation limit. Each executed action counts as one automation. For example, automatically assigning an onboarding form to a new client.
- 5 internal users+$59/user
Internal users are members of your team with unique login credentials. Advanced plans include 5 internal users and additional users incur a per-user fee.
- Unlimited clients
Clients are the individuals you serve who each have their own login credentials. For B2B businesses, you can create companies and assign multiple clients to each company.
- Unlimited automation tasks
Automations set up in our integrated automations builder contribute to your automation limit. Each executed action counts as one automation. For example, automatically assigning an onboarding form to a new client.
- Unlimited internal users
Internal users are members of your team with unique login credentials. Enterprise plans include a customized number of user seats based on your needs.
- Unlimited clients
Clients are the individuals you serve who each have their own login credentials. For B2B businesses, you can create companies and assign multiple clients to each company.
- Unlimited automation tasks
Automations set up in our integrated automations builder contribute to your automation limit. Each executed action counts as one automation. For example, automatically assigning an onboarding form to a new client.
- CRM
Streamline client relationships with a built-in CRM — manage clients and companies, use custom fields to track what matters, and keep internal notes in one place.
- Client portal
Give clients a secure, white-labeled portal — deliver a premium experience across desktop and mobile, with easy access to communications, contracts, tasks, files, forms, embeds, and more.
- Messaging and team inbox
- Invoices, subscriptions, pay links
- Proposals and contracts
- Task and project management
- File-sharing and intake forms
- Embeds and links
Connect products you already use like Airtable, Calendly, and Looker Studio via embed or via a link that opens a new tab.
- Access to Copilot's App Store
Enhance your workspace with apps from our growing marketplace, from internal tools to industry-specific client solutions.
- Custom domain for portal
Host your client portal on a branded subdomain (e.g., portal.yourcompany.com).
- Custom email domain
Send notifications from your business email domain (e.g., noreply@yourcompany.com) instead of our default address.
- API, Zapier, Make
Create API keys and configure webhooks, or use our no-code integrations with Zapier and Make.
- App Visibility settings
App Visibility settings let you control which clients can access an app based on custom field rules, allowing you to provide different service levels to clients.
- Custom Apps
Custom Apps are web applications embedded into Copilot via an iframe that receive user authentication details. Custom Apps can utilize our API endpoints, listen to webhooks, navigate users with our App Bridge, and more.
- Low payment processing fees
- Remove ‘Powered by Copilot'
The 'Powered by Copilot' badge appears on client portal sign-in pages, email notifications, and client workflows such as payment checkout.
- Client Access permissions
Client Access permissions let you specify which internal users can access and view specific clients. When access is restricted, internal users won't see the client or their data across any apps, and won't receive email notifications about that client.
- HIPAA compliance with BAA
Protect healthcare data with HIPAA-compliant security measures — includes a signed Business Associate Agreement (BAA) to ensure regulatory compliance for handling sensitive patient information.
- Lower payment processing fees
- Sandbox workspace
Get a free additional workspace perfect for testing features, developing Custom Apps, training team members, and experimenting with configurations without affecting your live environment.
- Volume discounts
- Lowest payment processing fees
- Standard support
- Priority support
- Personalized onboarding (requires annual plan)
- Priority support
- Personalized onboarding (requires annual plan)
- Priority support
- Personalized onboarding
- Shared Slack channel
- Dedicated success manager
- Technical advisor
A technical advisor helps guide custom feature development, oversees custom development work, recommends trusted agencies for custom projects, and more.
Show plan detailsFrequently Asked Questions
Copilot is a flexible platform built for modern service businesses. Our customers range from solo entrepreneurs to 100-person firms, primarily in technology, marketing, financial services, consulting, legal services, e-commerce, and creative services. No matter your size, Copilot scales seamlessly with your growth.
After you create your workspace, you can immediately start creating clients and send out invoices, contracts, forms, and more.
Copilot maintains enterprise-grade security standards, including SOC2 and HIPAA compliance. Our platform is built with comprehensive security measures to protect your data and meet industry requirements. For detailed information about our security practices, visit our security center at copilot.com/security.
We offer four plans to fit your needs: Starter allows 1 internal user maximum. Professional includes 3 internal users and Advanced includes 5, with the flexibility to add more seats for a per-user fee. Enterprise plans are customized to your organization's requirements.
Copilot's powerful API, SDK, and Custom Apps make it highly extensible. Rather than building everything from scratch, many customers integrate their custom web apps into our platform—saving significant time and development resources while maintaining flexibility.
Custom Apps can be built by anyone. If you need external help with a Custom App, we can introduce your to a partner agency that is familiar with our API. Please get in touch with our team to discuss.
If your free trial runs out and you haven't yet picked a plan, you will not be able to fully use Copilot and invite new clients. After login, you will be prompted to choose a plan. Your account may also be deleted 30 days after your trial runs out.
Absolutely, you can upgrade or downgrade your plan at any time.
Yes, if you ever decide that Copilot isn’t the best platform for your business, you can cancel your subscription from your settings.
Our annual plans are less expensive than our monthly plans. In addition, we have a 20% discount for nonprofits and educational institutions. Contact our team to get set up with a nonprofit or education discount.
