Find a plan that works for your business
Try Copilot free for 14 days, no credit card required.
Everything you need to run a modern service business
per internal user
Starter plan include
Up to 50 clients and 50GB of storage
Customizable branding and color scheme
Level up with more clients, custom domains, automations, and apps
per internal user
Professional plans include
Up to 500 clients and 500GB of storage
Custom domain and custom email domain
Access to Copilot API and webhooks
Automations via Zapier and Make
Support for Partner Apps and Custom Apps
Level up further with a a fully white-label experience and priority support
per internal user
Advanced plans include
Up to 5,000 clients and 5TB of storage
Remove ‘Powered by Copilot’
HIPAA compliance with option to sign BAA
Reduced payment processing fees
Onboarding assistance and priority support
Get the best of Copilot with an enterprise-grade solution made for fast-growing businesses
Supersonic plans include
Up to 10,000 clients and 10TB of storage
Increased API limits
Lowest payment processing fees
Distribute internal users across multiple portals
Dedicated success manager and training
Frequently Asked Questions
Copilot is a great fit for businesses that want to provide clients access to a streamlined portal. 75% of businesses that run on Copilot operate in technology, marketing, financial services, consulting, and creative services.
Setup usually takes about 10 minutes. After the initial setup, there are infinite possibilities for customizations and automations, so more time may be needed depending on your requirements.
We have 4 plans — Starter, Professional, Advanced, and Supersonic. Starter, Professional, and Advanced each have a per-internal-user fee. This means that as your business grows and you invite more team members, the total cost increases. Supersonic comes with 20 seats included and a reduced rate for additional seats.
With Copilot, there are internal users (your team members) and client users. At this time, we can support up to 25 internal users and 10,000 client users. For larger teams, we have functionality that lets you assign team members to clients, so that you can stay organized.
Copilot comes with the kind of security and reliability that every professional tool should have. For more information, take a look at our security center. If that doesn't answer your question, you can also email our security team.
Copilot is designed for extendability, with a powerful API, SDK, customization, and support for Custom Apps. Many of our customers build a completely custom web application and bring it into their portal, rather than build everything from scratch.
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.
Yes, we support custom domain on Professional, Advanced, and Supersonic plans.
When you first set up your portal you will receive a URL that looks like <businessName>.copilot.app. If your current website is janedoe.com, after you add a custom domain you can have your portal on portal.janedoe.com. The subdomain "portal" can also be customized to any other word.
In addition, you can set up a custom email domain so that when clients receive email notifications, the sender is your domain.
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.