Make client communication secure and seamless, and never miss a message with comprehensive email notifications.
A complete messaging solution
for your team and clients.
Provide clients a uniform experience with on-brand design, combined in-product notifications, and consistent email notifications. And with modularity built-in, start with just one App, and add more when the time is right.
Give your team and clients a streamlined way to communicate with one another. And with advanced permission, ensure that you can stay organized, even as you scale.
Give your team all the tools it needs for messaging
Message notifications are intelligently grouped and only sent when needed.
Send messages to clients, groups of clients, or everyone associated with a company.
Protect sensitive client information. SOC2 and HIPAA reports are available.
Internal users on your team can edit and delete messages if necessary.
"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. "