Home » Small Business CRM Software » Copilot
Copilot CRM is a tailored platform for home‑service businesses—like lawn care, plumbing, and cleaning—that simplifies operations by automating invoicing, job scheduling, dispatch, and client communications.
It allows customers to access a self-service portal, accept estimates, and make payments, while offering business owners a unified system to manage leads, workflows, and financial performance with ease.
| Plan | Price (per month) | Key Inclusions |
|---|---|---|
| Enterprise | $233.25 (was $279) | All Pro perks + up to 5,000 contacts, Mike Andes Power Pack, one-way QuickBooks sync, ACH bank transfer payments, customer credits, 2-way SMS from desktop & mobile |
| Pro | $166.58 (was $199) | All Starter perks + up to 1,000 contacts, timesheets for payroll, phone support, monthly 1-on-1 Zoom call support, optimized routes, downloadable data backups |
| Starter | $116.58 (was $139) | All Solo perks + up to 500 contacts, email invoices & estimates, bulk marketing emails & templates, customizable automations, 40+ email templates, exclusive members Facebook group |
| Solo | $0 | Free up to 50 contacts, track time at each job, customers can pay online, client portal, track expenses, bulk price increases, supplier & inventory tracking |
Check Pricing details: https://www.copilotcrm.com/pricing
| Competitor | Pros of Copilot |
|---|---|
| SuiteDash | Copilot delivers home‑service‑tailored features like job dispatch, client portal, and automated invoicing. That makes it more focused and easier to set up than all‑in‑one platforms like SuiteDash. |
| Moxo | Copilot offers simpler pricing tiers and clearer workflows. That gives it more predictability and less complexity compared to Moxo’s enterprise‑style orchestration tools. |
| Accelo | Copilot zeroes in on home-service needs with tools like routing, time tracking, and job automation. That delivers more relevant value versus Accelo’s broader professional-services approach. |
| Zoho CRM | Copilot includes home-service workflows right out of the box and a cleaner interface. That is more inviting for small teams than Zoho’s wide, sometimes overwhelming, suite of tools. |
| Insightly | Copilot serves field-service teams with scheduling, invoicing, and client portal built in, which fits better than Insightly’s generic CRM plus project tools. |
| Competitor | Cons of Copilot |
|---|---|
| SuiteDash | SuiteDash offers greater flexibility as an all‑in‑one platform for CRM, project management, file storage, and billing. That lets users customize more deeply than Copilot allows. |
| Moxo | Moxo brings advanced automation and AI‑powered workflows. Copilot might feel more limited for teams needing high‑level orchestration across departments. |
| Accelo | Accelo delivers deeper project tracking, time billing, and service delivery tools. That can provide more business visibility than Copilot’s simpler job management features. |
| Zoho CRM | Zoho includes AI tools like Zia, wide integration options, and powerful analytics. Copilot doesn’t offer those advanced capabilities yet. |
| Insightly | Insightly combines CRM with project management and offers extensive integrations. That might suit businesses needing those extra layers better than Copilot’s focused home-service scope. |
