Customers can easily request jobs, add ACH or credit cards for payment, and accept estimates from their personalized customer portal. Increase efficiency, transparency, and customer satisfaction! Copilot is built to do the heavy lifting for you.

Copilot CRM offers an affordable CRM solution for home service based businesses. Our four tiered packages can be easily integrated & help your employees be more efficient & productive saving you labor.

Copilot comes with a CRM, notification center, powerful permission controls, and essential apps for messaging, billing, file-sharing, contracts, and forms. Built for flexibility, you can start with just one app and enable more over time. Create clients, …

Here are a few answers to commonly asked questions about Copilot CRM. Give it a shot for FREE! Who Should Not Join Copilot? Copilot may not be for you if you don’t plan to grow beyond $200K in annual revenue.

Copilot for Sales brings together Microsoft 365 Copilot with a role-based agent that connects with your CRM platform to bring sales insights and generative AI into the flow of work. Create AI-generated email and meeting summaries in Outlook and Microsoft Teams and save them directly to your CRM platform.

Mar 13, 2025 · 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.

Mar 6, 2023 · Today we announced Microsoft Dynamics 365 Copilot, providing interactive, AI-powered assistance across business functions—from sales, service, and marketing to supply chain. With Dynamics 365 Copilot, we’re introducing the world’s first AI copilot natively built-in to both CRM and ERP applications.

Feb 1, 2024 · Copilot for Sales builds on Copilot for Microsoft 365, enhancing it with connectivity to CRM platforms like Microsoft Dynamics 365 Sales and Salesforce Sales Cloud to bring sales-specific insights and recommendations to apps like Outlook, Microsoft Teams, and Word.

Copilot offers home service, lawn care & other service industry businesses with CRM software to help increase sales, keep track of clients, managing projects & keeping track of tasks, invoicing & scheduling with customizable automations to grow your business.

Mar 6, 2023 · Dynamics 365 Copilot puts CRM and ERP to work for business users to accelerate their pace of innovation and improve business outcomes in every line of business: Copilot in Microsoft Dynamics 365 Sales and Viva Sales helps sellers dramatically reduce the time they spend on clerical tasks.