App Store

Copilot covers the foundational features every business needs. For everything else, there’s a variety of apps to choose from.

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Client-facing

Client-facing apps are visible to your team and your clients.

Typeform

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Typeform form and let clients fill it out directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

OneDrive

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a file or folder from OneDrive and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Zoom Scheduler

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Connect an Zoom Scheduler calendar to let clients book appointments directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Looker Studio

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a dashboard from Looker Studio so that clients can access visualizations from a unified place.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Miro

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Miro board and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Google Drive

0.0

(1)

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a file or folder from Google Drive and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Acuity Scheduling

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect an Acuity Scheduling calendar to let clients book appointments directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Power BI

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a dashboard from Power BI to your client portal so that clients can access visualizations from a unified place.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

YouTube

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Make the client experience more engaging by adding a welcome video, tutorial series, or other video content.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Google Sheets

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a spreadsheet from Google Sheets with view-only or edit permissions for your clients.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Tasks

4.5

(4)

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Assign tasks to clients and to your team, and stay more organized.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

ClickUp

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a ClickUp list, board, calendar, timeline, or one of several other views.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Loom

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Make the client experience more engaging by adding a welcome video, tutorial series, or other video content.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Google Docs

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a document from Google Docs with view-only or edit permissions for your clients.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Hubspot Meetings

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Hubspot Meeting to let clients schedule time directly within your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Jotform

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Jotform form and let clients fill it out directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Databox

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a dashboard from Databox so that clients can access visualizations from a unified place.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Google Forms

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Google Form and let clients fill it out directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Hubspot Forms

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Hubspot Form and let clients fill it our directly within your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Airtable

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Let clients access Airtable boards, forms, or other views

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Canva

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Canva design and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Google Slides

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Google Slides presentation and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Monday

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Monday board view and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Google Calendar

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Google Calendar and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Notion

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect Notion to create a styled home page in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Calendly

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Let clients schedule meetings with you by surfacing a Calendly scheduling page

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Cal.com

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Let clients schedule meetings with you by surfacing a Cal.com scheduling page.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Client Home

4.0

(1)

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

A homepage for your clients. Personalize their onboarding experience with autofill fields, and aggregate notifications for the tasks they have to complete.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Profile Manager

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Give your clients the ability to view and edit the custom fields on their profile. You'll see an activity log with all of their updates.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Figma

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Figma design and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Forms App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Collect client information seamlessly by creating customizable forms with 6 question types and sharing it with clients.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Billing App

5.0

(1)

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Create branded invoices and subscriptions and make it easy for client to pay, access invoices, and manage their payment credentials.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Files App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Make it easy to securely share files and folders with clients.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Helpdesk App

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Create a help desk or knowledge base with text, images, videos, and embeds. Use custom visibility rules to share the right content with the right clients.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Messages App

5.0

(3)

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Make client communication secure and seamless, and never miss a message with comprehensive email notifications.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Contracts App

5.0

(1)

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Make it easy to get contracts signed with eSignature requests.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Trello

Embed

Copilot supports embedding any external application that doesn’t block embedding.

Free

Connect a Trello board and let clients view it directly in your portal.

Client-facing

Client-facing apps are visible to clients as well as your internal team.

Internal

Internal apps are integrations, internal tools, and other apps not visible to clients.

Exporter

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Export messages that have been sent in the Messages App.

Internal-facing

Internal-facing apps are only visible to your internal team.

QuickBooks

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

Automatically send your Copilot invoice data into QuickBooks.

Internal-facing

Internal-facing apps are only visible to your internal team.

Autoresponder

App

Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.

Free

An autoresponder for the Messages app. You can configure your working hours to send immediate replies to your clients' messages, even when you're on the go!

Internal-facing

Internal-facing apps are only visible to your internal team.

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Client Portal

Messaging

Invoicing

Tasks

Contracts

File Sharing

Forms

Store

Developer Home

Custom Apps

Copilot on Zapier

Copilot on Make

Accounting & Bookkeeping

Marketing Agencies

Startups

Consulting Firms

Law Firms

Real Estate

Freelancers

Blog

Help Guides

What’s New

Find an Expert

Security

Brand

Jobs

System Status

Affiliates Program

App Store

Recommended

Tasks

Airtable

Calendly

Client Home

Forms App

Billing App

Files App

Messages App

Contracts App

Client-facing

Typeform

OneDrive

Zoom Scheduler

Looker Studio

Miro

Google Drive

Acuity Scheduling

Power BI

YouTube

Google Sheets

Tasks

ClickUp

Loom

Google Docs

Hubspot Meetings

Jotform

Databox

Google Forms

Hubspot Forms

Airtable

Canva

Google Slides

Monday

Google Calendar

Notion

Calendly

Cal.com

Client Home

Profile Manager

Figma

Forms App

Billing App

Files App

Helpdesk App

Messages App

Contracts App

Trello

Internal

Exporter

QuickBooks