- 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
Send messages in Slack when new clients are created in Copilot
This automation helps maintain transparency and prompt communication within your team. By sending messages in Slack when new clients are created in Copilot, it ensures immediate team awareness of new clientele, encouraging prompt action and collaboration. This can result in improved client management, swift onboarding, and enhanced customer service.
