Try Copilot free for 14 days, no credit card required
Let clients schedule meetings with you by surfacing a Calendly scheduling page
Scheduling
Connect a Jotform form and let clients fill it out directly in your portal.
Forms
Let clients access Airtable boards, forms, or other views
Project Management
Connect a dashboard from Looker Studio so that clients can access visualizations from a unified place.
Connect a spreadsheet from Google Sheets with view-only or edit permissions for your clients.
Connect a dashboard from Power BI to your client portal so that clients can access visualizations from a unified place.
Connect a dashboard from Databox so that clients can access visualizations from a unified place.
Connect a ClickUp list, board, calendar, timeline, or one of several other views.
Connect a Typeform form and let clients fill it out directly in your portal.
Connect a document from Google Docs with view-only or edit permissions for your clients.
Make the client experience more engaging by adding a welcome video, tutorial series, or other video content.
Automatically send your Copilot invoice data into QuickBooks.
The new standard for modern services business.
