Copilot CRM Analysis
What is Copilot CRM?
CRM for home service businesses with automation features.
Product Features & Capabilities
- Dispatch Board for job scheduling and team assignments
- Automations for task management and customer reminders
- Customer Portal for job requests and payments
- Auto-Invoicing for automated billing cycles
- Capacity Scheduling to optimize resource allocation.
Use Cases
Organize job schedules and team assignments; Automate customer reminders and follow-ups; Manage invoicing and payment collections; Optimize resource allocation for service jobs; Enhance customer experience through a dedicated portal.
