- Products
Client Portal
Deliver a branded client experience
Messaging
Communicate with clients securely
Invoicing
Invoice clients and get paid
Tasks
Assign tasks to clients and stay organized
Contracts
Create contracts and request eSignatures
File Sharing
Share and organize documents
Forms
Streamline data collection
Store
Make online storefronts
Features
- Solutions
- Resources
- Pricing
Create clients in Copilot when Salesforce Opportunities are updated to Closed Won
This automation lets you streamline your client onboarding process. When a Salesforce Opportunity is updated to Closed Won, this automation automatically creates a new client in Copilot, ensuring seamless integration between your sales and client management systems.
Upgrade your service business
