- Products
Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
Features - Solutions
- Resources
- Pricing
Add new Copilot clients as Mailchimp subscribers
Utilize this automation to merge your client management with your email campaigns. It automatically enrolls new Copilot clients as Mailchimp subscribers, ensuring they immediately start receiving your newsletters and updates. This enhances your client engagement, and helps to build stronger, more efficient relationships.
