- 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
Shopify-like stores for professional services
Productize your services with Copilot’s store and let clients self-serve purchase subscription plans and one-time items.
based on 1,000+ reviews
Attract clients who pay you upfront
Skip the back-and-forth email threads. Standardize your rates with an online store and find clients who know what they want and will pay you for it.
Online storefront for self-serve purchases
New customers can purchase one-time or recurring services from your store like they would shop for eCommerce products. Gaining recurring revenue just got easier.
Bring the best of eCommerce to your firm
Join the league of modern businesses who “productize” their services. Customize your offerings with details and packaging that make you stand out from the competition.
Add subscriptions & one-time purchases
Offer services as either one-time products or recurring plans with custom billing schedules.
Customize visibility for your store
Control if your store is available only in your client portal or published on a public page.
Built-in client management for an end-to-end user experience
Onboard and engage clients who buy from you with integrated client portal software that keeps them immersed in your brand.
More than just a storefront
Deliver a delightful client experience with powerful tools included at no extra cost — a branded client portal, messaging, file-sharing, invoicing and more.
Client portal
Give clients access to messages, contracts, files, and more.
CRM
Manage client relationships and track every interaction in one hub.
Invoicing
Create invoices for your clients to pay via credit card or ACH.
Subscriptions
Automate recurring payments and billing cycles for predictable revenue
Forms
Create custom intake forms to collect and organize client information efficiently.
Tasks
Manage tasks seamlessly across your team and clients in one place
File-sharing
Share files and documents securely with easy client access and permissions.
Messaging
Communicate with clients through secure, centralized channels
Automations
Save time with custom workflows that handle routine tasks automatically.
"Copilot saves Durrick Designs so much time—just knowing exactly where to find things is a game changer. It’s quick, easy, and lets me get back to the work that actually matters."
Founder, Durrick Designs
Store FAQs
Productizing a service is when a business turns a service that would normally quoted by hour or by retainer into a package with specific features, prices, and timelines that customers can purchase like they would purchase a product.
You can list services online on a website, but the best way to sell services is to offer a way for people to purchase them without having to contact you first. An online storefront like Copilot lets service businesses create Shopify style stores that are optimized for providing professional services to clients.
The easiest way to set up an online store for your professional services is with Copilot. Copilot’s store lets you create and customize one-time services, recurring packages, and subscriptions. What’s more, clients who buy services are automatically created in your custom branded client portal, allowing you to manage their communications, billing, and invoices in one place.
With Copilot Stores, people who purchase from your store page will automatically become clients in your CRM that you can manage. Their information comes from their purchase information and is collected and saved in your secure client portal. They also get access to your portal for onboarding and contacting you right after checkout.
Yes, with Copilot stores, you can create a private online store that is only visible to clients who log in via a secure client portal. You can invite clients to join via a link or email.
Yes, with Copilot Store, you can publish a public link to your online store that lets you link to it from an existing website or share via email or social media. We will soon release the ability for you to embed the store in an iFrame on your site.
Unlike Shopify stores, Copilot stores are built for businesses selling professional services, not consumer products. When you launch a Copilot store, you can offer custom recurring plans and one-off service items and then immediately have clients paying and onboarded through your client portal software.
Package your expertise. Productize your services.
