Copilot CRM is a home service business CRM designed to help entrepreneurs streamline scheduling, invoicing, and customer management. Whether you run a lawn care business, cleaning service, or another field-based company, Copilot CRM provides dispatching, automation, and customer portals to simplify operations.
In this article, we’ll explore what Copilot CRM offers, who uses it, its key features, pricing, and how it compares to alternatives.
What is Copilot CRM?
Copilot CRM is a customer relationship management (CRM) tool built specifically for home service businesses. It helps business owners manage leads, schedule jobs, automate invoicing, and track financial performance from one platform.
What is Copilot CRM Used For?
Copilot boosts business productivity and efficiency by offering insights, automating tasks, and improving communication.
Here’s a closer look at how it helps:
- Getting More Jobs: Copilot CRM helps home service businesses grow by tracking leads, converting quotes, and optimizing scheduling for maximum efficiency.
- Organizing Your Business: With a dispatch board, automated workflows, and customer records, Copilot ensures that businesses can manage daily operations with ease.
- Knowing Your Numbers: The platform offers reporting tools that give insights into revenue, profitability, and customer retention.
- Automating Tasks: Users can set up automations for invoicing, appointment reminders, and follow-ups, reducing manual work.
Who Uses Copilot CRM?
Copilot CRM is built for home service entrepreneurs looking to streamline operations and scale their business. Typical users include:
- Lawn care and landscaping businesses
- Cleaning services
- Handyman and repair services
- HVAC, plumbing, and electrical contractors
- Pest control and other field service companies
What are the Main Features of Copilot CRM?
Copilot CRM improves business efficiency by using AI to automate tasks and deliver real-time insights, creating a smoother workflow.
Here’s a look at its key features:
- Dispatch Board: A centralized dashboard that allows businesses to assign jobs, track team schedules, and optimize routes.
- Automations: Set up automated workflows to handle invoicing, follow-ups, and customer communications.
- Customer Portal: Clients can accept estimates, schedule jobs, and make payments through a self-service portal.
- Auto-Invoicing: Copilot automatically creates and sends invoices based on completed work or scheduled billing cycles.
- Scheduling & Time Tracking: Businesses can schedule jobs efficiently while tracking hours worked for payroll and job costing.
What are the Pros & Cons of Copilot CRM?
Pros
- Tailored for home service businesses with industry-specific features
- Automated invoicing and job scheduling reduce manual tasks
- Customer portal for self-service payments and job requests
- Comprehensive dispatch board for optimizing job assignments
Cons
- Limited use for non-service businesses
- Pricing may be high for small businesses just starting out
- Fewer integrations compared to broader CRMs like HubSpot or Salesforce
How Much Does Copilot CRM Cost?
Copilot CRM offers multiple pricing tiers, billed annually:
- Solo – $0/month (up to 50 contacts, client portal, and basic tracking)
- Starter – $116.58/month (up to 500 contacts, bulk email marketing, and automations)
- Pro – $166.58/month (up to 1,000 contacts, payroll, and optimized routes)
- Enterprise – $233.25/month (1,000+ contacts, ACH payments, and multi-location support)
What are the Best Alternatives to Copilot CRM?
While Copilot CRM offers a comprehensive suite of features for home service businesses, exploring alternatives can help you find a solution that best aligns with your business needs. Here are some notable alternatives to consider:
Ahsuite
Ahsuite provides a user-friendly client portal emphasizing task management and collaboration. Its minimalist design ensures your work remains the focal point, enhancing your professional image. With an intuitive interface, clients can effortlessly access necessary information, reducing support queries and saving time. Additionally, Ahsuite offers light CRM functionality, allowing you to manage client information and interactions effectively.
Jobber
Jobber is a popular field service management tool offering job scheduling, invoicing, and client management. It’s well-suited for lawn care, cleaning, and contracting businesses.
Housecall Pro
Housecall Pro provides job scheduling, estimates, invoicing, and payment processing for home service professionals. It also includes marketing automation tools to help businesses attract more customers.
ServiceTitan
A high-end CRM and field service management platform for HVAC, plumbing, and electrical contractors. ServiceTitan offers advanced reporting and dispatching but comes at a premium price.
Workiz
Workiz is designed for locksmiths, appliance repair, and moving companies. It includes scheduling, team management, and invoicing tools.
FieldEdge
FieldEdge offers service dispatching, customer tracking, and financial reporting, making it a great alternative for businesses needing detailed analytics.
Exploring these alternatives can help you identify a CRM solution that aligns with your business requirements, budget, and desired features.
Try Ahsuite
Copilot CRM is a strong option for home service businesses looking for scheduling, invoicing, and automation tools. Its focus on dispatching and customer portals makes it a great fit for field-based services.
If you’re looking for a more affordable alternative, Ahsuite offers a streamlined client portal with a focus on simplicity and collaboration. It also has some additional features that you won’t find in Copilot, such as a team password manager and work journals to track progress and document work.
Ahsuite is free for up to ten portals, and its paid plans are more affordable than Copilot. Sign up today and see if it’s the right fit for your business.
