Tired of Copilot’s limited payment options? Many users find its integrations too basic, creating extra work when syncing with essential platforms like Xero or Stripe for streamlined billing.
On top of that, Copilot’s notification settings don’t offer the customization needed to avoid message overload. For teams managing multiple clients, this often leads to missed updates and communication chaos.
We’ve put together a list of Copilot alternatives that address these limitations, offering greater flexibility, advanced features, and smoother workflows to keep your team and clients on track.
Quick List of Top Copilot Alternatives
- Agency Handy: Tailored for agencies managing services, clients, tasks, and payments seamlessly with a customizable service catalog and client portal.
- Accelo: Full-service project management with CRM, time tracking, billing, and automation, ideal for service businesses.
- SuiteDash: All-in-one business management platform with CRM, client portals, invoicing, and dynamic workflow automation.
- Clinked: User-friendly client portal offering collaboration, file sharing, and secure group workspaces.
- Plutio: Versatile project management with CRM, task boards, proposals, and invoicing designed for freelancers and small teams.
- Moxo: Client interaction hub with secure messaging, document sharing, workflow automation, and branded portals, focused on enhancing client communication.
- ClickUp: Flexible project and task management with customizable views, team collaboration, and white-label client-facing features.
- Notion: Features customizable databases, and collaborative wikis supporting media embeddings to support any workflow.
Why Should You Consider a Copilot Alternative?
While Copilot provides solid tools for client management and communication, there are certain limitations that may prompt you to explore alternatives. Here are some of the key issues users often encounter:
Limited Service Cataloging Options
Copilot doesn’t offer a flexible, detailed service cataloging feature, which can be a drawback for businesses that need to present multiple service tiers or customizable packages. Without a dedicated service catalog, managing various service offerings and pricing structures can become challenging, impacting client clarity and streamlined sales.
Setup Time Could Be Faster
Copilot’s initial setup requires time to customize and configure, which can delay onboarding. Although it’s not overly complex, users often find the setup process time-consuming, especially when adjusting workflows and permissions for multiple client types. Faster, more guided setup options would improve ease of use for new users or teams managing large client bases.
White-Labeling Restrictions on Basic Plans
One notable limitation of Copilot is the lack of white-label client portal across all plans. To unlock full branding capabilities, users are required to upgrade to higher-tier plans, making this a costly feature for small businesses. For teams needing complete brand alignment on a budget, this can be restrictive and lead to additional expenses.
Limited Payment Integration Flexibility
Copilot provides basic payment processing options but lacks flexibility when it comes to integrating with a wide range of payment gateways or accounting tools like Xero. For companies using specific payment providers, this limitation may create extra steps or require workarounds, impacting overall billing efficiency.
Minimal Control Over Notification Settings
Many users find Copilot’s notification settings insufficiently customizable, which can lead to communication overload or missed updates. More granular control over notifications would allow teams to tailor communications to their needs.
Quick Comparison Table of Top Copilot Alternatives
This table provides a quick comparison of key features of the best Copilot alternatives.
| Platform | Invoices & Subscriptions | Multi-Package Service Catalog | Automatic Task Creation | Order Management | Roles & Permission |
| Agency Handy | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Accelo | ✔️ | ❌ | ✔️ | ✔️ | ✔️ |
| SuiteDash | ✔️ | ❌ | ✔️ | ✔️ | ✔️ |
| Clinked | ❌ | ❌ | ❌ | ❌ | ✔️ |
| Plutio | ✔️ | ❌ | ✔️ | ❌ | ✔️ |
| Moxo | ✔️ | ❌ | ❌ | ✔️ | ✔️ |
| ClickUp | ✔️ | ❌ | ✔️ | ✔️ | ✔️ |
| Notion | ❌ | ❌ | ✔️ | ❌ | ✔️ |
Top 8 Copilot Alternatives for Agency and Client Management
We’ve selected the best Copilot alternatives by focusing on easy setup, flexible customization, robust client management, efficient task and order tracking, and scalable pricing. Let’s dive into the details of each tool.
1. Agency Handy
Agency Handy beats Copilot with its service cataloging features. You can build a detailed catalog of services, including multiple package options with trial periods and FAQs. This feature is especially valuable for agencies that need to offer clear, tailored service packages.
Agency Handy’s main focus is streamlining client onboarding and order management. It provides tools to manage each stage of the client journey, from customizable forms for onboarding to detailed task tracking. This focus helps agencies create a smooth, branded experience that simplifies client interactions.
Additional features in Agency Handy include customizable client portals, invoicing, and order tracking. These tools give businesses a cohesive platform to manage client projects, billing, and task-centered communication in one place.
Moreover, the platform offers customer support to resolve issues at the earliest with a ticketing system. Both clients and team members can open a ticket. You can assign it to team members and have conversations with client and team members in the comment section.
Compared to Moxo, which specializes in secure messaging and real-time communication, Agency Handy provides better client acquisition with service cataloging. It also offers in-built automation of task creation, without much set up time required.
In conclusion, Agency Handy is a powerful choice for agencies seeking an integrated tool for client management, service customization, and streamlined project workflows.
Features of Agency Handy
Agency Handy simplifies client management for agencies and businesses of all sizes with the following features:
Comprehensive Brand Customization
Agency Handy supports complete brand integration by allowing you to white-label the portal with your logo, custom colors, and personalized URLs.
This level of customization extends to client communications, including emails and notifications, ensuring that every interaction reflects your agency’s brand and tone, whether it’s for proposals, updates, or invoices.
Service Catalog with Multi-Package Options
The multi-tier service catalog feature allows you to create service listings with up to three package levels, ideal for offering varied service tiers to clients.
This feature not only lets you outline deliverables by package but also enables you to set predefined tasks and establish trial periods for new clients. This setup is perfect for agencies that want to introduce their services and encourage longer-term commitments.
Customizable Intake and Order Forms
Agency Handy enhances client onboarding by providing customizable intake forms to collect crucial project details such as timelines, budgets, and goals.
Order forms are just as adaptable, enabling add-ons for upsells and the inclusion of terms and conditions, which streamlines both onboarding and order clarity for clients from the start.
Detailed Order and Task Management Tools
Managing tasks within an order is simplified through Agency Handy’s Kanban board view. You can group tasks, set deadlines, assign priorities, and track progress in real time.
Additionally, default task templates speed up project setup, keeping workflows organized and allowing teams to focus on delivery.
Collaborative Tools for Clients and Teams
Agency Handy facilitates seamless teamwork and client communication by offering shared task lists and the option to provide feedback directly on tasks.
Clients can view project progress and offer approvals as needed, fostering a collaborative project environment that keeps everyone in sync and fully informed.
Integrated Support with Ticketing Management
The ticketing system allows clients to submit support requests, which can then be assigned, prioritized, and tracked by team members.
Each ticket maintains a log of updates and communications, making it easier to manage client support requests and ensure timely resolutions.
Automated Billing and Subscription Features
Billing is made easy with automated invoicing and payment reminders. Agency Handy’s platform supports one-time or subscription billing, with integrations for PayPal, Stripe, and other payment gateways.
Automated reminders keep clients on track with payments, making collections effortless for both single purchases and recurring services.
Advanced Security and Role-Based Access
To ensure data security, Agency Handy provides role-based access control, allowing admins to assign specific permissions such as Super Admin, Admin, or Manager.
This approach ensures that sensitive client information is accessible only to authorized team members while encryption protects all stored data.
Insightful Reporting and Analytics
Agency Handy’s analytics tools provide real-time insights into essential performance metrics, such as revenue, active orders, client activity, and open support tickets.
By consolidating this data, the platform helps agencies monitor business health, identify trends, and make strategic decisions based on accurate, up-to-date information.
Pros of Agency Handy:
- Quick loading ensures a smooth user experience
- Add FAQs and trials directly to service offerings
- Multi-level access control secures client information
- Default tasks can be assigned to specific services
- Payment supported in over 100 global currencies
Agency Handy Pricing:
Agency Handy offers 3 tier pricing plans suitable for businesses of different sizes. Here are the details:
| Pricing Tiers | Monthly Billing | Yearly Billing | Users | Features | ||
|---|---|---|---|---|---|---|
| Solopreneur | $69/month | $49/month | 3 |
|
||
| Teams | $149/month | $99/month | 10 | |||
| Pro | $199/month | $149/month | 30 | |||
What Do People Say About Agency Handy?
Rating on Capterra: 5 out of 5
“Agency Handy is an all-in-one solution that has streamlined our operations, improved client satisfaction, and boosted team productivity.” – Priyanka P.
Rating on G2: 5 out of 5
“It helps me sell my services with ease. Also, you can collaborate with your team in serving your customers within the platform.” – Franklin N.
Rating on Product Hunt: 5 out of 5
“If you are handling multiple clients or an agency, try it out. One of the best solutions to manage everything in one place.” – KH Sayed
Rating on Trustpilot: 3.8 out of 5
“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.” – Vikas Patil
Why Should You Choose Agency Handy Over Copilot?
Here’s a table outlining Copilot’s limitations and how Agency Handy addresses them:
| Lackings of Copilot | How Agency Handy Addresses Them |
| No Service Cataloging | Customizable multi-package service listings with upsell options |
| Long Set Up Time | Features quick setup with guided templates, minimizing onboarding time |
| White-Labeling Restrictions on Basic Plans | White labeling included on all plans, allowing full brand customization |
| Limited Payment Integration | Supports multiple gateways, including Stripe, PayPal, and Wise, for flexible billing. |
| Minimal Control Over Notification Settings | Provides tailored notification settings to streamline relevant updates |
2. Accelo
Copilot lacks advanced time tracking and billing features, a strength of Accelo. With Accelo, businesses can track time on projects in real-time, ensuring accurate billing and transparency. This precision streamlines invoicing and helps maintain budget control, which Copilot doesn’t offer at the same level.
Accelo manages the entire client lifecycle, from initial contact through project completion. This end-to-end structure integrates client relationship management (CRM), project management, billing, and support, making it ideal for service-based businesses needing a cohesive client journey.
The platform’s other standout features include workflow automation, team collaboration, and resource planning. It supports efficient task assignments, resource utilization, and workload balancing, all within a customizable platform that adapts to various business needs.
In contrast, Plutio excels in task management with flexible project views and task assignments, Accelo offers CRM and client lifecycle experience. This deeper focus on managing client relationships adds value to businesses aiming to build long-term client connections.
In summary, Accelo’s lifecycle management, billing, and automation make it ideal for professional services. It streamlines client engagement and supports business growth.
Key Features of Accelo:
Here are the top features of Accelo that make it such a versatile platform for professional service businesses:
Client Relationship Management (CRM)
Accelo’s CRM centralizes client information, enabling businesses to track interactions, manage sales pipelines, and maintain detailed client histories. This holistic view enhances client engagement and supports informed decision-making.
Milestone Tracking for Project Management
Accelo offers tools for planning, executing, and monitoring projects with features like dynamic Gantt charts and milestone tracking. These capabilities help teams stay organized, meet deadlines, and ensure project profitability.
Time Tracking
The platform provides automated time tracking, allowing users to log billable and non-billable hours accurately. This ensures precise invoicing and offers insights into resource utilization.
Billing and Invoicing
Accelo streamlines the billing and invoicing process with customizable invoice templates and automated invoicing. It supports various billing methods, including fixed-price and time-based billing, facilitating prompt and accurate payments.
Resource Allocation
The platform assists in assigning tasks based on team members’ availability and skills, optimizing resource utilization. This ensures balanced workloads and enhances project efficiency.
Client Portal
Accelo offers a secure client portal where clients can access project updates, share files, and communicate with the team. This feature enhances transparency and fosters stronger client relationships.
Automation and Workflows
With customizable triggers and automated workflows, Accelo reduces manual tasks and streamlines processes. This automation improves efficiency and allows teams to focus on high-value activities.
Reporting and Analytics
Accelo provides real-time reporting and analytics, offering insights into project performance, financial health, and team productivity. These data-driven insights support strategic planning and continuous improvement.
Pros of Accelo:
- Integrates with Google Workspace, QuickBooks, Salesforce, Zapier, etc
- Comprehensive CRM and sales pipeline tools like lead tracking
- Detailed timesheet makes task management efficient
- Billable hours can be input in invoices
- Real-time insights with performance analytics
Cons of Accelo:
- Can feel complex for new users
- Higher pricing than some alternatives
Pricing of Accelo:
Accelo has 3 pricing tiers that cater to businesses of different sizes. Here are the details:
| Pricing Tier | Pricing | Features |
| Professional | Not Mentioned | Core functionalityClient Project ManagementClient Sales ManagementClient Quote ManagementTime Logs, Timers & TimesheetsClient Invoices & PaymentsFinancial Insight Dashboards |
| Business | Not Mentioned | All Professional featuresClient Retainer ManagementClient Ticket ManagementShared Request InboxExpenses & MaterialsTime Approvals for BillingUnlimited Client Portal Users |
| Advanced | Not Mentioned | All Business featuresAdvanced Custom WorkflowsAdvanced Triggers & AutomationSmart Scheduling & UtilizationAdaptive Project SchedulingClient Asset ManagementAdvanced Reporting Users |
What Users Say About Accelo?
Rate on Capterra: 4.5 out of 5
“The Best CRM
Overall: We’ve centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.
Pros: Ease of use, completely customizable, thoughtful, and useful features!
Cons: I wish I would have found it so much earlier than I did!”- Meredith C.
Is Accelo Better Than Copilot?
Yes, Accelo can be better than Copilot for service-focused businesses needing extensive automation and project management tools.
Accelo excels with a robust CRM, time tracking, and financial dashboards, covering all client stages. Its automation and scheduling streamline workflows, ideal for scaling teams.
While Copilot supports client engagement, Accelo’s full functionality suits complex service needs.
3. SuiteDash
SuiteDash offers stronger automation features without integration than Copilot. With a dynamic logic engine that enables complex automation, users can set workflows with conditional logic, reducing workload considerably.
SuiteDash is built around a comprehensive client management platform, integrating CRM, project management, invoicing, and team collaboration. This all-in-one setup makes it a versatile tool for client onboarding, task tracking, and billing.
Other standout features in SuiteDash include white-labeling, secure client portals, and a built-in LMS for client training, enhancing branding and client experience with tailored interactions.
SuiteDash also provides integrated marketing tools, allowing users to create, automate, and track email campaigns. Its CRM syncs with targeted campaigns, automated follow-ups, and performance analytics, making SuiteDash ideal for streamlined client engagement.
Notion, in contrast, shines with its flexible block-based system for note-taking and content structuring. However, SuiteDash’s client-focused tools better suit businesses prioritizing client management and workflow efficiency.
In summary, SuiteDash is ideal for businesses needing automation and client management, while Copilot offers unique strengths in client engagement.
Further Read: Top 11 SuiteDash Alternatives and Competitors
Key Features of SuiteDash:
Comprehensive CRM System
SuiteDash’s CRM streamlines client data, sales pipelines, and targeted communication. Easily organize contacts, track deals, and log client interactions in a unified system, enhancing your ability to manage and nurture client relationships effectively.
Efficient Project Management Tools
With Kanban boards, task dependencies, and time tracking, SuiteDash’s project management tools help teams stay on track, monitor progress, and ensure timely project completion.
Secure, Customizable Client Portals
SuiteDash offers secure, branded client portals where clients can view project details, share files, and collaborate. This professional, customized space boosts client engagement with easy access to project updates.
Streamlined Invoicing and Billing
Create branded invoices, automate recurring billing, and offer flexible payment options with SuiteDash’s invoicing tools. This simplifies billing, reduces admin tasks, and ensures timely payments.
Powerful Automation & Workflow Management
SuiteDash’s automation tools allow you to set up trigger-based workflows and automate repetitive tasks, saving time and boosting efficiency so your team can focus on high-impact activities.
Integrated Learning Management System (LMS)
The LMS feature supports the creation, management, and sale of online courses, with progress tracking and certificate issuance. It’s ideal for businesses offering educational content or client training.
Complete White-Labeling Options
SuiteDash allows full customization, including your logos, colors, and even a branded mobile app. This white-label functionality provides a cohesive brand experience across all client interactions, reinforcing your professional image.
Pros of SuiteDash:
- Custom forms integrate smoothly within the client portal
- Two-factor authentication strengthens secure login procedures
- Ample storage options available, with capacities up to 2 TB
- Unlimited internal members included across all plans
- Offers lifetime plan purchase options
Cons of SuiteDash:
- Initial setup may be time-consuming and intricate
- Users might occasionally encounter slower performance
SuiteDash Pricing:
SuiteDash offers a range of pricing plans to accommodate various business needs. Here are the plans to choose from:
| Plan | Monthly Pricing | Annual Pricing | Lifetime Pricing | Features |
| Start | $19 | $15 | $2240 | Unlimited usersbranded workspacebasic project management100GB storageCRMwhite-labeling |
| Thrive | $49 | $40 | $3,940 | Everything in STARTautoresponder drip marketingdynamic proposals500GB storageclient live chat |
| Pinnacle | $99 | $80 | $6,840 | Everything in THRIVEtask dependenciesflow automationLMS2TB storagesupport tickets |
Further Read: SuiteDash Pricing and Plans: Should You Get It?
What Do People Say About SuiteDash?
Rate on G2: 5 out of 5
“The perfect tool for business owners”
What do you like best about SuiteDash?
SuiteDash is a turn-key solution for business owners who are serious about their business. I’ve had SuiteDash for over 4-years and it just keeps getting better. I still haven’t exhauted all of the features. What is even better is they are continually adding new features and responding to requests. The training on the platform is outstanding. My favorite thing about SuiteDash is that it is clearly created by people who run a business. I love the fact that they use the platform to sell the platform and provide support. I am a HUGE fan!
What do you dislike about SuiteDash?
I honestly cannot think of anything that I don’t like. After 4 years of using SuiteDash I am completely satisfied. Anytime that I have needed help or guidance that I couldn’t find in their academy, I was able to get an answer quickly.
What problems is SuiteDash solving and how is that benefiting you?
SuiteDash has enabled me to save money by having all of the tools that I need in one place. This has also saved me time by having everything integrated in one place.” – Anthony L.
Is SuiteDash Better Than Copilot?
Yes, SuiteDash may be better than Copilot if you need a fully customizable, all-in-one platform that combines CRM, project management, and automation.
SuiteDash’s extensive features, such as advanced workflow automation and white-label branding. It provides a cohesive client experience, making it ideal for businesses seeking a centralized solution.
However, for those focused on straightforward client communication and simpler setups, Copilot may be a more intuitive choice.
4. Clinked
While Copilot provides essential client communication tools, it falls short on Clinked’s advanced group collaboration features. Clinked allows teams and clients to collaborate within dedicated groups, ensuring project-specific discussions, file sharing, and updates remain organized.
Clinked primarily focuses on enhancing client collaboration, making it easy to keep clients in the loop through branded client portals and organized project documentation. The platform is designed for businesses that require a dedicated space for client interactions.
Additional features that set Clinked apart include its white-label customization, allowing businesses to fully brand their portals. It also seamlessly integrates with tools like Google Workspace.
Compared to ClickUp, which offers diverse task views and project management tools, Clinked is more focused on client engagement with its secure, branded client portal. ClickUp’s strength in project and task management contrasts with Clinked’s client-centric capabilities.
In summary, Clinked is ideal for companies seeking secure client collaboration with a branded experience, excelling at file sharing and client management.
Further Read: 6 Best Clinked Alternatives & Competitors for Agencies
Features of Clinked:
Here are the top features of clinked:
Brand Personalization
Customize Clinked’s portal to reflect your brand by incorporating logos, custom fonts, and a unique domain. Tailor the interface with renamed navigation options and shortcuts to match your branding perfectly.
Encrypted File Sharing
Share large files up to 5GB with 1TB storage, protected by top-tier 256-bit SSL and AES encryption. Clinked’s secure file sharing ensures safe transfers and storage, ideal for sensitive information.
Document Collaboration & Tracking
Streamline document reviews with Clinked’s approval and version control features. Track updates, manage approvals, and restore previous versions as needed for a smooth collaborative process.
Project Task Organization
Efficiently manage tasks by assigning deadlines, responsible team members, and automated reminders. Clinked’s task management tools keep your team aligned and projects on track.
Mobile Access on iOS & Android
Access files, communicate, and get notifications on Clinked’s mobile app for seamless remote work. The app provides team connectivity and real-time updates, ensuring productivity on the go.
Comprehensive Audit Logs
Keep detailed records of user activities with Clinked’s audit trails. Track actions like uploads, edits, and deletions to maintain oversight and support compliance effortlessly.
Automated Client Onboarding
Simplify onboarding with Clinked’s custom forms and automated workflows. Integrate with tools like Zapier for seamless data collection and organization, creating a smoother client experience.
Dedicated Project Workspaces
Create secure, dedicated workspaces for teams, clients, or specific projects. Each workspace includes tailored permissions and tools to enhance collaborative efforts and privacy.
Instant Activity Feeds
Stay updated with real-time activity feeds that highlight recent changes and notifications. Filter updates to view only relevant project details, improving project transparency.
Secure Virtual Data Rooms
Protect sensitive information with Clinked’s Virtual Data Room (VDR), which offers controlled access and audit trails. This feature is perfect for securely managing confidential documents.
Pros of Clinked:
- Easy and fast setup
- Seamless integration with Google for syncing
- Event Calendar keeps teams organized
- Robust encryption and secure access controls
- Clients can directly comment on shared files
Cons of Clinked:
- Limited functionality offline
- Higher costs for extra storage or users
Note: Read Agency Handy VS Clinked to find out which one is the better fit.
Clinked Pricing:
Clinked offers 4-tiered pricing plans that are fit for small to large businesses with even 1000+ employees.
| Pricing Tier | Annual Pricing | Monthly Pricing | Features |
| Lite | $95 | $119 | White-label Portal for Small BusinessesFiles and NotesFull-Text Search100 Members100 GB StorageUnlimited Guests |
| Standard | $239 | $299 | All Lite features + TasksShared CalendarDiscussionsRealtime Group and 1 to 1 Chat100 Members1 TB StorageYour Own Domain (URL)Audit TrailUnlimited Guests |
| Premium | $479 | $599 | All Standard Features + 250 Members3 TB StorageWhite-label email notificationsCustom domain file uploadDocument WatermarkingKanban board for TasksUnlimited Guests |
| Enterprise | Custom pricing | Custom pricing | All Premium features +1000+ Members5 TB+ StorageWhite-label mobile appActive Directory & Single Sign-OnResponse and uptime SLAsChoice of data center locations (US/EU/Row)Customer Success Manager |
What Do People Say About Clinked?
Rate on Capterra: 5 Out of 5
“A professional portal
Overall: I am very much enjoying using Clinked, and my clients have commented on how they like it too, a great tool for client management.
Pros: Clinked is a fantastic app for freelancers. It provides a really well organised and professional workflow which will save you time and effort.
Cons: The notifications have quite a large delay, though I feel this is due to an issue with my setup.” – Alex P
Is Clinked Better Than Copilot?
Yes, Clinked may be better than Copilot if secure document sharing and streamlined client collaboration are priorities.
Clinked provides a secure, white-labeled portal with encrypted file sharing, audit trails, and task management. It’s ideal for teams focused on privacy and controlled access. While Copilot excels in client communication, Clinked stands out with its emphasis on secure collaboration and activity tracking.
5. Plutio
Copilot lacks the project management flexibility found in Plutio. Plutio’s customizable Kanban boards, detailed task assignments, and time-tracking. It caters well to teams managing complex workflows and projects.
Plutio focuses on creating an adaptable project management solution ideal for freelancers and small to mid-sized teams. Its project boards, automated workflows, and proposal tools simplify task organization and streamline service-based operations.
Beyond task management, Plutio includes built-in CRM, invoicing, and client collaboration features, centralizing communication and tracking timelines. With integrations like Zapier and QuickBooks, it offers customizable, expanded workflows for growing businesses.
When compared with Clinked, Plutio excels with its bank-grade security, offering 256-bit SSL and AES encryption to safeguard sensitive data—a feature Plutio lacks. This enhanced security makes Clinked ideal for industries requiring rigorous data protection.
In conclusion, Plutio delivers a strong project management experience with customizable tools and efficient workflows.
Key Features of Plutio:
Here are the top features that make Plutio a flexible choice for freelancers, small teams, and growing agencies:
Project Management
Plutio provides powerful project management tools with multiple view options like Kanban boards, lists, and calendars. This flexibility allows teams to organize tasks, set deadlines, and monitor project progress in real time, keeping everything on track.
Time Tracking
Track billable hours effortlessly for each project, ensuring transparency with clients and simplifying invoicing. This feature lets you accurately measure productivity, helping you manage time more effectively across different projects.
Invoicing and Payments
Create and customize white-labled invoices directly within Plutio, allowing for a professional touch in financial transactions. With integrated payment options like Stripe, PayPal, and Square, you can manage payments and recurring billing seamlessly.
Client Management
Plutio’s client management feature consolidates all client information, communication, and project history in one place. This centralized setup makes it easy to maintain personalized client interactions and access essential details quickly.
Proposals and Contracts
Generate proposals and contracts within Plutio, streamlining the onboarding process and eliminating the need for third-party tools. Clients can review, accept, and sign documents online, making the entire process fast and efficient.
Customizable Workspaces
Plutio allows for tailored workspaces with customizable roles and permissions, so you control what each team member and client can access. This feature supports privacy and security, providing clients with a professional and branded experience.
Task Automation
Automate repetitive tasks and set up workflows to save time and boost efficiency on daily operations. Plutio’s automation capabilities free you up to focus on strategic activities that drive growth, reducing time spent on manual processes.
Integration with Zapier
With Zapier integration, Plutio connects with over 3,000 other apps, enhancing its functionality across CRM, marketing, and communication tools. This broad integration network enables you to streamline processes and maintain a unified workflow across platforms.
Pros of Plutio:
- Built-in, convenient time-tracking functionality
- Customizable proposals and contract templates
- Can add time spent on tasks to invoices
- Permissions for user roles can be customized
- Zapier allows connection with 500+ apps
Cons of Plutio:
- Occasional software glitches and bugs
- Limited advanced workflow automation features
Plutio Pricing:
Plutio offers 3 tier pricing plans. Here are the details:
| Pricing Plan | Users | Clients | Annual Pricing | Features |
| Solo | No contributors | 3 | $19/month | Task and Project ManagementCustomizable Client PortalInvoicing and PaymentsTime TrackingProposal and Contract TemplatesWhite-Label BrandingCRM and Client ManagementCalendar and SchedulingIntegrations with Zapier, Stripe, and PayPalMulti-View Boards (List, Kanban, Calendar) |
| Studio | 10 contributors | Unlimited | $39/month | |
| Agency | 30 contributors | Unlimited | $99/month |
What Users Say About Plutio?
Review on G2: 4.4 out of 5
What do you like best about Plutio?
All the features needed for a growing agency: proposals, invoicing, tasks, project management, CRM, and more. It is also provided at a low price point that is very manageable for small businesses looking for a CRM and project management system.
What do you dislike about Plutio?
Plutio deleted my terms from signed proposals and then stopped responding to my request for support. Again, great concept, but they try too hard to keep innovating what works great and in return, things get broken. Because of this, I don’t have full trust in their team or system. Things seem to have gotten better recently, though. – Steve R.
Is Plutio Better Than a Copilot?
Plutio and Copilot each serve distinct needs. Plutio is better suited for internal project management, while Copilot excels in client engagement and communication.
Plutio is designed for freelancers and small teams needing robust task management, time tracking, and flexible workflows. Its all-in-one interface centralizes project tasks, invoicing, and collaboration, making internal operations smoother.
On the other hand, Copilot focuses on client-facing services, offering secure, branded client portals, integrated billing, and efficient communication tools. This makes it an excellent choice for businesses prioritizing a seamless client experience.
6. Moxo
Moxo stands out from Copilot with its customizable workflow builder, allowing teams to automate processes like onboarding and client communication.
The platform streamlines client interactions through secure, centralized communication. It supports multiple industries by offering a robust client portal for secure messaging, document sharing, and e-signatures.
Moreover, it offers powerful integration with common CRM tools like Hubspot CRM and Salesforce. With support from Zapier, you can set up triggers and actions to automate third-party app actions as well.
Further, it provides task lists, secure meetings, and branded portals for a streamlined client experience. SuiteDash, on the other hand, shines in CRM and automation, featuring a dynamic logic engine. It enables conditional workflows tailored to diverse business needs, saving valuable employee time.
In summary, Moxo excels in workflow automation and secure client engagement, offering customizable workflows, secure messaging, and branded portals. It’s ideal for businesses prioritizing efficiency and streamlined client interactions.
Further Read: Best Moxo Alternatives & Competitors to Try
Key Features of Moxo:
Moxo offers an all-in-one solution for managing client interactions and workflows with ease. Here’s an overview of its top features:
Centralized Client Communication Suite
Moxo’s secure messaging, video calls, file sharing, and annotation tools bring all client interactions into one centralized platform. This keeps project communications organized and ensures that every interaction is stored in context.
Branded Client Portal and Customization
Create a branded experience for your clients with customizable logos, colors, and URLs. This branded portal gives clients easy access to their workflows and files, available on both mobile and web, reinforcing your brand identity.
Automated Workflow Builder
The drag-and-drop workflow builder streamlines repetitive tasks, like file requests, approvals, and eSignatures. Set up reusable templates and automated notifications to maintain workflow efficiency without manual effort.
Embedded Workspaces for Seamless Integration
With SDKs, you can embed Moxo’s workspaces directly into your website or app, allowing you to extend your platform’s functionality while keeping your branding consistent.
Document Management and Collection
Simplify document handling by automating file requests and approvals, securely storing files, and maintaining a detailed audit trail of interactions. Document previews without downloads enhance organization and ease of access.
Real-Time Notifications and Reminders
Stay on track with automatic notifications and reminders for tasks. Custom reminders ensure deadlines are met, and “magic links” take users directly to their assigned tasks, eliminating delays.
Built-In File Annotation Tools
Collaborate effectively on documents with Moxo’s annotation tools, which centralize feedback within the platform. This feature is ideal for teams needing quick, efficient document revisions without external tools.
Comprehensive Reporting and Insights
Moxo’s reporting dashboard offers insights into task completion, workflow efficiency, and team performance. Real-time data and export options allow you to monitor and optimize processes easily.
Flexible Integrations with APIs
Moxo integrates seamlessly with major tools like Salesforce, HubSpot, and DocuSign. By using APIs and Zapier, you can automate actions across platforms, ensuring Moxo fits smoothly into your existing tech stack.
Each feature contributes to a streamlined, brand-aligned client experience that keeps workflows organized and efficient.
Pros of Moxo:
- Extensive template library simplifies setup and saves time
- Version control allows easy access to previous file versions
- Integrates seamlessly with CRMs like HubSpot and Salesforce
- Enables direct file sharing with clients via messaging
- Internal video conferencing enhances team collaboration
Cons of Moxo:
- Workflow setup can be complex and time-consuming
- Pricing is higher compared to some alternative platforms
Note: Read Ageny Handy VS Moxo to find out which stands out the best.
Moxo Pricing:
Moxo has a 3-tier pricing plan and here’s a detailed breakdown:
| Pricing Tier | Price | Features |
| Business | Quotation-Based | Workflow builder & templatesCollaboration suite (messaging, video meetings, file sharing)Approvals & AcknowledgementseSignaturesFile requestsMeeting schedulerTasksBasic automations & integrationsContent libraryPersonal productivity dashboard100 GB/user storage |
| Business Pro | Quotation-Based | All Business features, plus:Advanced automations & integrationsFormsManagement reporting dashboardBranching & 7-year audit historySAML SSOCustom onboardingDedicated Customer Success ManagerPortal add-on (client dashboard, branding)Private labeled app (iOS, Android)Custom URL & email domain50 GB/user storage |
| Enterprise | Contact Sales | All Business Pro features, plus:Enterprise REST API & SDKs (iOS, Android, JavaScript, etc.)Webhooks (incoming/outgoing)Custom Business ActionsDedicated Technical Account ManagerEnterprise Support & deployment optionsPrivate Cloud and On-Premises options available1 TB/user storage |
Further Read: Moxo Pricing and Plans 2024: Is Moxo Worth the Cost?
What Users Say About Moxo?
Rate on Capterra: 4.1 out of 5
“Communicate Better with Moxtra
Overall: With our large team of construction workers, we can use Moxtra to effectively keep up with each job that we are working on. Being in the pool industry, we work on up to 10 jobs at a time. By being able to add pictures, files, and chat with the team, we can effectively relay everything needed to everyone without having to use multiple channels of communication” – Brittany H.
Is Moxo Better Than Copilot?
Yes, Moxo is generally better than Copilot for businesses needing a comprehensive client interaction hub.
Moxo offers a centralized suite for secure messaging, video meetings, file sharing, and workflow automation, which enhances client engagement and operational efficiency. Its custom branding and embedded workspaces also enable a seamless, on-brand client experience.
In contrast, Copilot is strong in project tracking and document management but lacks Moxo’s depth in client interaction and embedded workspaces, making Moxo the better choice for businesses prioritizing client communication.
7. ClickUp
Copilot’s project management is solid, but it lacks the variety of task views that ClickUp offers. While Copilot supports basic lists and kanban boards, ClickUp goes further with lists, boards, Gantt charts, and calendars. Users can effortlessly switch between views.
ClickUp excels at providing a flexible and highly customizable project management experience. With its task views, rich collaboration tools, and extensive third-party integrations, ClickUp adapts to both individual and team preferences.
Beyond views, ClickUp offers standout collaboration tools, including task comments, document sharing, and a built-in chat feature. The platform’s ability to automate workflows using third-party integrations further enhances its adaptability and efficiency for scaling teams.
In comparison, Agency Handy excels with structured client management, including service catalogs and order tracking—features ClickUp doesn’t fully address. However, ClickUp compensates with greater task customization and a more dynamic approach to project visualization and task dependencies.
In conclusion, ClickUp’s advanced task views, customization, and automation capabilities make it ideal for teams seeking a highly flexible project management solution.
Features of ClickUp:
ClickUp merges project and client management tools, streamlining collaboration with both internal teams and external clients. Here are the top features:
Task & Project Organization
ClickUp helps structure tasks with priority settings and project grouping options. This feature keeps your workloads and milestones visible for seamless project alignment.
Views for Every Preference
Choose from various views, including lists, boards, calendars, and Gantt charts. These options allow your team to visualize tasks in the layout that suits them best.
Client Collaboration Made Easy
Manage client projects through private folders and shareable tasks. Clients can join as guests with limited access, ensuring they stay updated without unnecessary information.
Data Tracking on Dashboards
ClickUp’s customizable dashboards let you track key metrics and goals in one place. This setup provides a clear overview for quick, well-informed decisions.
Team Communication Tools
Communicate effectively using task comments, document sharing, and wikis, keeping all discussions centralized. This reduces the need for extra communication tools, keeping collaboration focused.
Custom Workflow Options
Customize statuses and fields in ClickUp to fit your team’s processes and style. This flexibility makes the platform adaptable across various industries and workflows.
Brand Your Workspace
Personalize your workspace with ClickUp’s white-label options, such as custom URLs and branded email notifications. This creates a cohesive and professional experience for clients and team members.
Integrate with Favorite Tools
ClickUp connects with popular apps like Slack and Google Drive, syncing your workflow. This integration minimizes app-switching, making daily work smoother and more efficient.
Pros of ClickUp:
- Fast load speeds and user-friendly interface
- Effortless task synchronization across devices
- Saves time by automating recurring tasks
- Integrates easily with Slack and Google Drive
- Free plan available for individuals and small teams
Cons of ClickUp:
- Struggles with performance on large datasets
- Customer support response times vary by plan
ClickUp Pricing:
ClickUp offers 3-tiered subscription plans and has a free forever version that is useful for individuals and very small teams. Here are the details:
| Pricing Tier | Monthly Pricing | Annual Pricing | Features |
| Free Forever | Free | Free | 100MB storageUnlimited tasksKanban boardsCollaborative docsReal-time chat |
| Unlimited | $10 | $7 | Unlimited storageIntegrationsDashboardsGantt chartsAdvanced project management tools |
| Business | $19 | $12 | Everything in UnlimitedPlus Google SSOAdvanced automationTime trackingWorkload management |
| Enterprise | Custom pricing | Custom pricing | Everything in BusinessPlus white labelingAdvanced permissionsCustom rolesDedicated customer success manager support |
What Do People Say About ClickUp?
Rate on Capterra: 5 out of 5
“No nonsense AIO project management tool
Pros: Ease of use and how we can collaborate with other team members.
Cons: Sometimes it’s confusing to find pages and go search for items, and there is a limitation to prefix use cases.” – Amiya S.
Is ClickUp Better Than Copilot?
ClickUp and Copilot cater to different priorities. Copilot excels in client communication and engagement, offering features tailored for managing client interactions smoothly.
However, ClickUp shines in project and task management. It provides flexible views, automation, and extensive customization options that streamline internal workflows.
While Copilot may lack the same depth in project organization, ClickUp is ideal for teams looking for a more robust project management experience with client collaboration tools included.
8. Notion
Notion outshines Copilot in building a robust database with customizable views and a wide range of media. Notion’s multi-view database system, featuring table, calendar, board, and gallery options. It allows users to visualize and organize information in ways that fit their unique workflows.
Notion’s main focus is on creating an adaptable workspace. Its “blocks” system lets users build custom structures, ideal for unique project hubs, documentation, or task management. This flexibility, though complex at first, allows endless customization for creative workflows.
In addition to database versatility, Notion includes 10,000 templates, simplifying project setup. It integrates with Slack and Google Drive but has limitations, including a block limit on the free plan and an added fee for AI features.
Meanwhile, Moxo emphasizes secure client collaboration, with a strong focus on workflow automation. While Notion is adaptable, Moxo’s pre-set workflows streamline onboarding and secure communications, ideal for regulated industries. Moxo’s automation makes it perfect for compliance-driven environments.
In conclusion, Notion’s flexibility shines for teams needing customized project views, while Copilot is best for straightforward client interactions. For secure, automated workflows, Moxo’s structured approach offers a unique advantage, with each tool excelling in different areas.
Key Features:
Notion stands out as a versatile tool, seamlessly combining note-taking, project management, and database-building, all with extensive customization capabilities.
Blocks and Customization
Notion’s unique block-based structure allows users to design flexible pages by adding various elements, like text, images, tables, and more. These blocks can be rearranged with ease, plus users can add checkboxes, code snippets, and embed external files, like Google Docs or Figma content.
Database Creation
Known for its robust database features, Notion offers customizable views—tables, lists, Kanban boards, and calendars—to organize data effectively. These structured databases can track project tasks, goals, or resources, giving users multiple options for viewing information.
Templates Library
With over 10,000 templates across different categories, Notion provides an easy start for users, offering layouts for project management, CRM, and personal tracking. Popular templates include layouts for sales pipelines, roadmaps, and meeting notes, simplifying setup.
Collaboration Tools
Shared workspaces make teamwork smooth by allowing members to comment, tag, and work collaboratively in real time. This helps keep all stakeholders informed and supports efficient communication and coordination within teams.
Wikis for Knowledge Management
Notion supports creating knowledge wikis to centralize information like policies, guidelines, or company knowledge, making it ideal for onboarding or building internal knowledge bases. These resources can be easily shared across teams.
Task and Project Management
With built-in tools like Kanban boards and to-do lists, Notion helps teams track project progress, set deadlines, and assign tasks. These features aid in organization and ensure project accountability.
Public Pages and Sharing
Notion users can publish pages directly to the web with a shareable link, simplifying external sharing for public-facing resources, documentation, or portfolios.
Integration with Other Tools
Connecting with existing workflows is easy, as Notion integrates with over 80 apps, including Slack, Google Drive, and Jira. Users can also utilize Zapier for unsupported apps, broadening integration possibilities.
Notion AI
Notion AI assists with automating tasks like summarizing notes, drafting content, and identifying action items, which can be added as an extra feature. It increases productivity by handling repetitive tasks and supporting content generation.
Pros of Notion:
- Over 10,000 templates ready to use
- Intuitive drag-and-drop interface for easy organization
- Real-time collaboration, ideal for team projects
- Strong integrations with Google Drive, Slack, and Zapier
- Versatile content blocks suited for various needs
Cons of Notion:
- Performance slows with large databases or complex pages
- Limited offline access, impacting functionality
Notion Pricing:
Notion has a 3-tier pricing plan as well as a free version for individuals. Here are the details:
| Plan | Monthly Pricing | Annual Pricing | Page History | Guest Limit | Features |
| Free | $0 | $0 | 7-day | 10 | Collaborative workspaceBasic page analyticsIntegrate with Slack, GitHub, and more |
| Plus | $12 per seat | $10 per seat | 30-day | 100 | Everything in FreeUnlimited blocksUnlimited file uploadsSynced databasesCustom websitesAutomations, charts & dashboards. |
| Business | $18 per seat | $15 per seat | 90-day | 250 | Everything in PlusSAML SSOPrivate teamspacesBulk PDF exportAdvanced analyticsAdvanced automations, charts & dashboards. |
| Enterprise | Contact Sales | Contact Sales | Unlimited | No Limit | Everything in BusinessUser provisioning (SCIM)Advanced security controlsAudit logCustomer success managerWorkspace analyticsSecurity integrations. |
| Notion AI | $10 per member | $8 per member | N/A | N/A | Add to any plan |
What Do People Say About Notion?
Rate on G2: 4.5 out of 5
“The best way to stay organized and systematic.”
What do you like best about Notion?
I love using notion because it helps me organise my business, all my other ventures and even my personal calendar. The various number of options to categorise and systemize my information is a god-send. It helps me save so much time.
What do you dislike about Notion?
I wish there were more styles and themes that I could use. I also wish it’s tables and sheets could be more like Excel so that I don’t have to switch between both so much. I also don’t like that I have to use two different apps for calander and note taking. To get calender features I have to use Notion Calander. It would be nice if Notion itself had the features instead of 2 different applications.” – Deepika D.
Is Notion Better Than Copilot?
Whether Notion is better than Copilot depends on your specific needs. If you prioritize flexibility and customization, Notion may be the better choice.
Notion excels in flexible workflows, customization, and team collaboration, making it great for project management and internal knowledge bases. Its block system and templates offer extensive versatility.
Copilot, however, is built for client-facing needs, with secure client portals, billing, and streamlined communication features, making it ideal for service businesses.
Key Features to Look For in a Copilot Alternative
When searching for a Copilot alternative, it’s crucial to focus on the features Copilot may lack to ensure a more streamlined experience for client management and project coordination.
Flexible Service Catalogs
A detailed, customizable service catalog is invaluable for displaying service tiers and package options clearly. Alternatives with this feature allow you to present service offerings professionally, making it easier for clients to choose the right package and view relevant add-ons.
Fully Brandable Client Portals
Unlike Copilot, some platforms offer fully customizable client portals, allowing you to adjust branding elements like logos, colors, and domain names. This level of personalization creates a seamless, branded experience that builds trust and professionalism for clients from the first interaction.
Streamlined Onboarding with Custom Forms
Look for alternatives that allow you to create custom onboarding forms and order forms tailored to client needs. This can include direct purchasing options, add-on upsells, and self-checkout capabilities, which not only improve the user experience but also offer opportunities for increased revenue.
Advanced Billing and Invoicing Flexibility
Copilot’s billing options can be limiting for businesses with diverse payment needs. Seek tools that support flexible billing features like automated invoicing, recurring payment setups, split payments, and a variety of payment gateways.
What’s the Best Copilot Alternative?
Agency Handy is the best alternative to Copilot for businesses needing comprehensive client and service management. It combines invoicing, order tracking, and customizable service catalogs, all within a user-friendly portal.
With Agency Handy, you get flexible client onboarding, multi-package service listings, and seamless payment integrations. It’s perfect for agencies aiming to streamline client interactions and boost efficiency.
Conclusion
When selecting a Copilot alternative, start by identifying what your business specifically requires. Consider Copilot’s limitations, like limited customization or restrictive payment options, and assess how alternatives excel in those areas.
Look for flexibility, robust integrations, and efficient workflows. Keep in mind factors like cost, ease of use, and scalability. The right platform should not only resolve your current challenges but also support your business growth.
FAQs
Are there Copilot alternatives that offer better onboarding tools?
Yes, Agency Handy provides customizable onboarding forms and options for upselling. These help streamline client onboarding, making it easier for clients to navigate your offerings and for you to manage new orders efficiently.
Which Copilot alternatives offer white-label branding on all plans?
Yes, Agency Handy and SuiteDash offer white-label branding across all pricing tiers, allowing agencies to customize client portals fully. This feature ensures consistent branding, from logos to colors, across all interactions, enhancing the client experience at every plan level.
How does Agency Handy compare to Copilot for order management?
Agency Handy streamlines order management with Kanban boards, automated task creation on purchase, and real-time tracking. Unlike Copilot, it includes a customizable service catalog, upsell options, and direct payment processing via self-checkout forms, enhancing workflow efficiency.
