Copilot (not to be confused with GitHub Copilot) is one of the leading client portal platforms due to its help center builder and its closely integrated business tools. It can streamline day-to-day activities with in-house apps that are usually subscription-driven.
However, noticeable missing features (like file previews, copy-pasting limitations, customization, and sorting) seem like small things but can derail productivity when not included.
Although Copilot works for many organizations, it is not the best fit for everyone. Let’s compare the best Copilot alternatives to determine which is most compatible with your operations.
What is Copilot?
Copilot offers a versatile tool that optimizes critical areas of the business – from payment processing to subscription management. Business owners and service providers can keep files, conversations, contracts, and billing organized for their teams and clients within a single digital hub.
This tool is packed with features that help small businesses reach their objectives. Zapier is also a popular way to automate things with Copilot. However, some users reported experiencing limitations on storage and missing features, specifically in connecting with third-party products.
Pros:
- Offers customizable branding for a personalized client portal.
- Extensive suite for messaging, billing, file-sharing, contracts, forms, and helpdesk.
- Supports custom domains and Zapier automation.
- Provides onboarding assistance and distribution for internal users.
- Features a helpful community and insightful discussions on Slack.
Cons:
- No capability to preview files within the tool itself.
- Further customization options are desired for tailored client experiences.
- Lacks conversation sorting features, which can be cumbersome with many active clients.
- Some minimal costs for integrating automation.
- The notification system could be improved for direct client engagement without external setups.
Plans & Pricing:
- Starter ($39)
- Professional ($89)
- Advanced ($139)
- Supersonic (Contact Sales)
Customer Ratings:
- G2: 4.8 out of 5 (128 reviews)
- Capterra: 4.9 out of 5 (19 reviews)
10 Best Copilot Alternatives in 2024
Copilot is a remarkable software that provides an extensive toolset for a lot of businesses. But it’s not without its drawbacks, which other users might find distracting or deal-breaking. Let’s look at the top alternatives to Copilot that offer customer portals and more.
1. Ahsuite
Ahsuite is a white-label client portal with combined task management, client management, and collaboration tools packed neatly into user-friendly and robust organization software. At its core, Ahsuite’s design is made for professionals and teams who want to give the most convenient experiences to their clients.
One of the main selling points for Ahsuite is its addition of a project management platform that connects seamlessly with cloud storage providers like Google. It is an outstanding tool for freelancers and small businesses who need to interact with both clients and team members regularly.
Pros:
- Easy-to-use permission control for files, portals, and users.
- Clean interface with sufficient portal creation for client management.
- Short learning curve with flexibility and robustness.
- Fast and readily available customer service.
- Allows direct interaction between account managers and customers.
Cons:
- Limited documentation system.
- The client approval process could be smoother.
- Lack of client invoicing management (though improvements are planned).
- Limited customization options for the platform (improvements in progress).
Plans & Pricing:
- Starter (Free)
- Professional ($17)
- Agency ($29)
Customer Ratings:
- G2: 4.7 out of 5 (76 reviews)
- Capterra: 5 out of 5 (19 reviews)
2. Suitedash
Suitedash is a management platform known for its wide range of functionality, which includes a full-fledged CRM, invoice, and more. It offers tools like deal stage pipelines, live chat, dependencies, and more, which neatly provides organization to a small-scale operation.
While this software provides a comprehensive solution for SMBs, it is also known for a steep learning curve and performance hit. If you’re looking to handle short-term priorities, SuiteDash can provide a robust option. Additionally, it provides a support tickets toolkit to coordinate customer inquiries.
Pros:
- Seamless QuickBooks integration for billing.
- Centralized client management eliminates the need for multiple platforms.
- The majority of features meet the majority of business needs.
- Provides insights and a roadmap for new features.
Cons:
- Customizability can be overwhelming.
- Some issues with lag, though improvements are underway.
- The steep learning curve for setting up the system.
- Time is needed to understand and utilize all functionalities fully.
Plans & Pricing:
- Start ($19)
- Thrive ($49)
- Pinnacle ($99)
Customer Ratings:
- G2: 4.8 out of 5 (528 reviews)
- Capterra: 4.9 out of 5 (536 reviews)
Related: 10 Best Suitedash Alternatives
3. Plutio
Plutio is one of the most versatile alternatives to Copilot regarding language support. There are currently up to 25 languages that users can customize their workflow with, way more than its competitors. Proposals and automation are also integrated within the software to reduce manual administration.
The invoice creation is also connected to time tracking capabilities, ensuring a smooth experience for both sides, from proposal to payment. Note that this tool has no export data options, which limits what you can do for expanding operations or migrating to another product.
Pros:
- Aesthetically pleasing application.
- Comprehensive business management tools in one place.
- Advanced proposal capabilities with an auto job or project generation.
- Robust invoicing system, including payments and recurring invoices.
Cons:
- Slow bug resolution and poor communication on fixes.
- No feature to export data for import into other tools.
- Limited ability to change project board views compared to other tools.
Plans & Pricing:
- Solo ($19)
- Studio ($39)
- Agency ($99)
Customer Ratings:
- G2: 4.4 out of 5 (53 reviews)
- Capterra: 4.6 out of 5 (161 reviews)
4. Clinked
Clinked is another cloud-based client portal that provides ways for teams to collaborate together. Functionalities like shared calendars, real-time chat, and email notifications make it possible for teams to achieve business needs while making sure that client needs are fully taken into consideration.
As a client portal, Clinked offers customization options for domains and notifications. However, some users reported various problems with limited third-party connectivity and lost client emails due to firewalls.
Pros:
- Effective client communication and meeting coordination.
- Easy implementation with fantastic customer support.
- Secure data storage with granular permission control.
- Cost-effective Virtual Data Room for financial and legal industries.
Cons:
- Issues with email acceptance due to firewall restrictions.
- Limited third-party connectivity options.
- Learning curve present, despite available support.
- Lacks an internal forms system, necessitating external solutions like Jotforms.
Plans & Pricing:
- Lite ($119)
- Standard ($299)
- Premium ($599)
- Enterprise (Contact Sales)
Customer Ratings:
- G2: 4.7 out of 5 (75 reviews)
- Capterra: 4.8 out of 5 (67 reviews)
Related: 11 Best Clinked Alternatives
5. OneHub
Onehub boosts efficiency in business file sharing and storage, offering secure and scalable solutions. Its bank-level encryption and granular permission settings enhance confidence in sharing critical documents. It helps businesses present a polished, professional front with tools like virtual data rooms and branded workspaces.
Tailored for diverse company sizes, OneHub integrates seamlessly with Google Docs, features automatic watermarking, and supports secure links. It makes sure that every interaction with your business data is both secure and user-friendly.
Pros:
- User-friendly with excellent support.
- Mobile app provides anytime, anywhere document access.
- Adjustable file structures with specific user permissions.
- Facilitates confidential information sharing.
Cons:
- Some users encounter access issues with work emails, requiring personal email alternatives.
- Complications in explaining FTP setup to users.
- The user interface feels outdated and lacks features found in competitors.
- Unintended notifications are sometimes sent to users.
Plans & Pricing:
- Standard ($15)
- Advanced ($25)
- Data Room Edition ($375)
- Unlimited Edition ($575)
Customer Ratings:
- G2: 4.2 out of 5 (45 reviews)
- Capterra: 4.6 out of 5 (33 reviews)
6. ClickUp
ClickUp is inherently a project management tool, but its accessibility and toolset can be repurposed as a client portal. Its cloud-based workflow and client communication function aim to eliminate work silos that often develop in a remote environment.
What makes ClickUp stand out is the plethora of customization options that customers can tap into if they want to spend resources on bespoke experiences. It’s out-of-the-box activity, docs, chat, and goal management features can reliably get the job done.
Pros:
- ClickApps allow customization of the project management layout.
- Built-in automation system that connects with internal and external tools.
- Highly adaptable to individual workflow needs.
- Enables custom activity tracking options
- Features like assignments, dependencies, views, and subtasks are highly valued.
Cons:
- Initial setup can have a steep learning curve.
- The potential for complexity can be overwhelming and lead to complications.
- Non-project managers may find the UX intimidating.
- Focus on new features over stability in development has been a concern.
- The mobile app is less functional than the desktop version, affecting usability on the go.
Plans & Pricing:
- Free
- Unlimited ($10)
- Business ($19)
- Enterprise (Contact Sales)
Customer Ratings:
- G2: 4.7 out of 5 (9,339 reviews)
- Capterra: 4.7 out of 5 (4,009 reviews)
Related: 10 Best ClickUp Alternatives
7. Flowlu
Flowlu offers a range of features that make it an all-in-one solution. It takes care of your project management, CRM, and invoicing needs, along with robust team collaboration and knowledge base tools.
As a platform that provides comprehensive project tracking and workflow automation, Flowlu users can manage multiple projects on a Kanban board. It ensures that all your business essentials are in one accessible place.
Pros:
- Feature-rich features for handling day-to-day operations.
- Offers exciting features with an impressive development roadmap.
- Excellent customer service.
- Ease of use with tightly connected applications through automation workflows.
- Robust and expanding API for full SaaS integration.
- Support is outstanding and receptive to feedback.
Cons:
- Lacks a customer portal for onboarding and communication.
- Mobile app user experience could be improved.
- Program instability when interacting with shared images.
- Inability to retain messages effectively without additional software like Slack.
Plans & Pricing:
- Free
- Team ($39)
- Business ($74)
- Professional ($149)
- Enterprise ($249)
Customer Ratings:
- G2: 4.7 out of 5 (197 reviews)
- Capterra: 4.8 out of 5 (326 reviews)
8. Accelo
Accelo can help its users customize the view of their activities, projects, and even time staffing status. The tools included in its platform encompass features for sales, tickets, contracting, billing, and reporting, which are great tools for delivering customer-driven services.
In addition, service providers who use external CRMs and ticketing software can combine their current processes with the Accelo workflow. Although this tool is a great help for users to manage their customers, a range of standardization should be implemented for larger teams.
Pros:
- Efficient customer interaction monitoring.
- Seamless G-Suite interconnectivity.
- Integrated support ticket system for viewing support history and email correspondence.
- Comprehensive automation running critical business processes.
- Customizable with thoughtful and useful features.
- Collaborative workspace with communication tools and real-time updates.
Cons:
- Initial setup can affect billing later on.
- Challenges for multiple projects and compiling reports across platforms.
- Complexities in applying varying sales tax for clients in different states and specific deliverables.
- Some features, like daily status tracking and Gantt charts, are less practical than promised.
- Aggregated costs for activities would be beneficial for simplifying client reporting.
Plans & Pricing:
- Professional ($50)
- Business ($70)
- Advanced ($90)
- Elite (Contact Sales)
Customer Ratings:
- G2: 4.4 out of 5 (497 reviews)
- Capterra: 4.5 out of 5 (165 reviews)
Related: 10 Best Accelo Alternatives
9. Moxo
Moxo is a feature-rich cloud-based collaboration platform that caters to service providers and contract-based transactions. Some of its offerings are features that simplify paperwork management, including eSignatures, universal search, client grouping, and meeting scheduler.
Offering great options, Moxo’s workflow builder and templates make it easier to automate and standardize processes. However, if you’re not comfortable signing up for a service without upfront pricing, you might want to try other options.
Pros:
- Offers private labeling of the portal for user preference.
- Supports group discussions with video call capabilities.
- Easy to use with continuous platform improvements.
Cons:
- Conversation chat history is only retained for a 90-day period.
- Pricing plans lack flexibility in meeting customer requirements.
- E-sign capability requires documents to be PDF fillable prior to use in Moxo.
Plans & Pricing:
- Starter (Contact Sales)
- Business (Contact Sales)
- Enterprise (Contact Sales)
Customer Ratings:
- G2: 4.5 out of 5 (126 reviews)
- Capterra: 4.1 out of 5 (16 reviews)
Related: 10 Best Moxo Alternatives
10. Notion
Notion helps you save time and organize work effortlessly, acting as a centralized hub for content management. It’s a connected workspace where teams can create, note, and manage tasks. The addition of Notion AI augments your capabilities, integrating powerful AI assistance across all documents and notes seamlessly.
With its ability to simplify complex workflows, Notion transforms content management into an intuitive process. Its customizable interface and collaboration tools support a broad spectrum of tasks, from wikis to project tracking. Rich media integration further enhances the user experience.
Pros:
- Highly flexible with databases and diverse view options.
- The built-in templates streamline project and task initiation.
- Efficient organization of notes and documents.
- Updates notification feature for monitoring recent changes.
- Smooth and versatile formatting options.
Cons:
- Requires an internet connection for managing notes and tasks.
- Template setup can be time-consuming, depending on complexity.
- Notion AI may slow down or disrupt when processing large datasets.
Plans & Pricing:
- Free
- Plus ($10)
- Business ($15)
- Enterprise (Contact Sales)
Customer Ratings:
- G2: 4.7 out of 5 (5,059 reviews)
- Capterra: 4.8 out of 5 (2,101 reviews)
Related: 11 Best Notion Alternatives
Summary
When aligned strategically with your brand and processes, these client portals and productivity platforms can give you those sweet advantages. Pick the right one that fits well with your criteria for customer management, affordability, and ease of use.
If you’re looking for a clean, professional, and minimalistic client portal that avoids clutter and keeps your teams collaborating together, try Ahsuite. It is a neat package that provides task management, messaging, and client portals all in one place.
Sign up for the Ahsuite Starter Plan to get free client portals for free, or open a free trial to check out its premium offerings for 30 days.