Likes - Activity - Kyle_Pearson - Assembly Community

Company properties in CRM

We don’t yet have custom fields for companies. We’ll release company custom fields by Sept 30th so that you can set up custom properties there, just like you can with clients!

Mobile App - Is there a workaround?

Has anyone found an easy way to let none tech savy clients install the portal on their mobile phones as an ‘app’ - we use the portal for secure communications more than anything else and there literally isn’t a day where a client doesn’t ask if there is a mobile app version.

See image to see the challenge we face:

Founder AMA - Ask us anything!

Hi Kyle, great question! In five years, I see Copilot as a foundational operating system for client-based businesses. Today, we help consolidate the scattered tools and workflows companies use to work with clients but that’s just the beginning. Fast forward, Copilot becomes an intelligent, adaptive...

Who’s your target client/company? We love soloproneurs and small businesses and will still serve them, but we’ll also be able to serve much larger organizations with more complex needs. Imagine Co-Pilot in 5 years - what does it look like in your eyes at that time? What’s unique about the product?