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What is Copilot?
Offer your clients a seamless, all-in-one experience through a centralized portal that enhances communication, simplifies payment processing, supports file sharing, provides access to help centers, and includes custom applications, among various other features. Various businesses, including accounting firms, marketing agencies, startups, consulting firms, and real estate organizations, are utilizing Copilot to create a unified, branded, and enjoyable experience for users on both web and mobile platforms. By adopting Copilot, you can optimize your technology infrastructure with integrated features such as messaging, billing, file sharing, e-signatures, intake forms, and customer support systems. The platform is also designed to be modular, enabling you to start with one application and gradually add more functionalities as your requirements change. You will find it easy to create customized invoices and subscription plans, allowing your clients to handle payments and view their invoice details with ease. Furthermore, you can systematically organize client files into folders, securely share them, and streamline contract signing through eSignature requests, creating a smooth workflow for all parties involved. In addition, this innovative approach fosters better client engagement and significantly improves service delivery, ultimately leading to greater satisfaction and loyalty.
What is CASH for Sugar?
CASH for Sugar provides the capability to share crucial data within Sugar with a wide range of external users, potentially reaching from a few dozen to thousands. This innovative system grants limited data access to those who previously could not obtain information without logging into Sugar. For example, if you work with multi-line sales representatives, you can give them access to their accounts specifically to review detailed account data. Customers and vendors can also track the status of projects recorded in Sugar seamlessly. In addition, they have the option to log into the portal to create support requests, monitor the status of their inquiries, and access vital company documents. Furthermore, if your system is integrated with ERP software, customers can retrieve product information, including current inventory levels. This enhanced accessibility not only empowers users but also significantly improves communication between businesses and their clientele, fostering a more collaborative environment. Ultimately, this system is designed to streamline interactions and make vital information readily available to those who need it.
Integrations Supported
Configure One Cloud
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell
Integrations Supported
Configure One Cloud
QuickBooks Online
Sage 300
Sage Intacct
Sugar Sell
API Availability
Has API
API Availability
Has API
Pricing Information
$29 per user per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Copilot
Date Founded
2020
Company Location
United States
Company Website
www.copilot.com
Company Facts
Organization Name
Faye Business Systems Group
Date Founded
2009
Company Location
United States
Company Website
fayebsg.com/sugarcrm-portal/
Categories and Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Categories and Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search