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Copilot Discount Codes – Verified Deals & Offers | October 2026

Save on Client Portal, AI Assistant, CRM for Agencies with 28 manually verified Copilot offers, updated for October 2026. Browse the latest Discount Codes, working discounts, and exclusive deals, with expired offers removed regularly.

Copilot offers 0 coupon codes and 28 deals as of October 2026. Today's top offer: Upgrade to Assembly Professional Plan for $99 per Year. Codes are verified and updated daily.

$99.00
FOR
Upgrade to Assembly Professional Plan for $99 per Year

Streamline team operations with client management, app building, team messaging, billing, and payment tools designed for small businesses.

20%
OFF
Save 20% on Annual Client Management Software Plans

Switching from monthly to annual billing for Client Management Software provides a 20% discount. This applies to all subscription tiers.

Free Trial
Start Your Client Portal with a 14-Day Free Trial

New users can explore all features of the Client Portal for two weeks without cost. This trial period allows full access to the platform.

Expires Nov 21, 2026
10%
OFF
Partner Network Discount: 10% Off White-label Portal

Members of Copilot's partner network are eligible for a discount on the White-label Portal. This reduces the cost of branding features.

Expires Nov 19, 2026
20%
OFF
Black Friday Sale: 20% Off All Annual Subscriptions

During the Black Friday sales event, all annual subscriptions are 20% off. This is a limited-time seasonal promotion.

25%
OFF
Refer a Friend, Receive a Credit for Your Account

Existing users can earn account credits by referring new clients to Copilot. The credit amount is applied to future billing cycles.

$27.74
FOR
Microsoft 365 Business Premium with Copilot for $27.74/Month

Access Microsoft 365 Business Premium with Copilot for just $27.74 per month. Enhance your workflow with AI assistance and client management tools.

Up to
25%
OFF
Q1 Budget Planning Deals: Up to 25% Off Select Features

Special offers are available during the Q1 budget planning season. Discounts apply to specific features like Workflow Automation or Custom Forms.

15%
OFF
Startup Discount for New Firms: 15% Off First Year

New professional service firms can apply for a startup discount on their first year of service. This helps reduce initial operational costs.

Up to
20%
OFF
Agency Discount: Up to 20% Off CRM for Agencies

Agencies managing multiple clients can receive a discount on the CRM for Agencies solution. This offer supports scaled client management.

15%
OFF
First-Time Subscribers Get 15% Off Any Plan

Customers new to Copilot receive a discount on their initial subscription. This applies to both monthly and annual commitments.

$149
Only
Trainwell 3 Month Plan for $149/Month

Get the Trainwell 3 Month Plan for $149/month. This offer provides access to the Client Portal and other features.

$149
Only
Enroll in Trainwell 3-Month Plan for $149/Month

Reach your fitness goals with the Trainwell 3-Month Plan for $149/month and get personalized coaching, customized workouts, and ongoing support.

$2,400
Only
Take The Enterprise Subscription Plan For $2,400/month

Take the Enterprise Subscription Plan for $2,400 monthly and unlock advanced features, scalability, dedicated support, and performance.

$189
Only
Grab The Annual Professional Plan For $189/month

Grab the Annual Professional Plan for $189/month and access advanced features, premium tools, priority support, and enhanced productivity.

$39
Only
Buy The Starter Subscription Just For $39 /month

Kickstart your journey with the Starter Subscription! Enjoy essential features, easy access, and great value for just $39 per month.

$149
Only
Copilot Professional Plan $149/Month

Get the Copilot Assembly Professional Plan for $149/month, featuring client portals and AI assistant tools.

$39
Only
Buy Starter subscription plan For $39 /month

Start your journey with the Starter subscription plan. Access essential features, simple tools, and reliable support. Perfect for beginners looking to grow and manage tasks easily for $39 per month.

$39
Only
Grab Starter Subscription at $39/mo
$149
Only
Copilot Professional Plan $149/Month

Access the Copilot Professional Subscription for $149/month. This deal covers client management and AI tools.

$399
Only
Get Advanced Plan for $399/Month
16%
OFF
Boost your cart with 16% savings at Copilot and enhance your rewards today

Cultivate stronger rewards with 16% savings and improve checkout power smoothly.

20%
OFF
Unlock 20% off selected choices at Copilot and boost your benefits instantly

Claim 20% savings to support smarter shopping and increase your overall purchase power.

12%
OFF
Copilot AI Assistant 12% Off

Widen your checkout options with 12% off Copilot's AI Assistant. Streamline your client management today.

15%
OFF
Secure 15% discount at Copilot and enrich your collection with premium perks

Improve your checkout results with 15% savings and elevate your cart value.

15%
OFF
Unlock 15% discount at Copilot and maximize your benefits on selected products

Use 15% off to expand your selection and raise your shopping potential.

14%
OFF
Boost your reward potential with 14% off at Copilot and strengthen your shopping power

Increase your overall value with 14% off and sharpen your shopping efficiency.

10%
OFF
Unlock 10% discounts at Copilot and improve your shopping experience

Make your checkout more effective with 10% savings and enhance your rewards quickly.

Customer Reviews

4.5
Average Rating
4
Total Reviews
Mark F.
★★★★☆
17 minutes ago

solid for client management

client dashboard is great, but wish they had more promo codes instead of just the trial.

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Mark
★★★★★
3 months ago

Streamlined my whole workflow!

I just implemented Copilot's Workflow Automation and it's been fantastic! The Client Dashboard is super clean and my clients love it. Setting up the Help Center Software was a breeze and it's already cutting down on repetitive questions. Managing everything from messaging to document management in one White-label Portal is a game changer for my agency. I'm telling everyone I know about this!

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Wendy Foster
★★★★☆
3 months ago

Good for client management

I set up the Client Portal and a few Custom Forms for my clients last month. Onboarding was pretty straightforward, took about a day to get everything branded. The AI Assistant has been useful for drafting quick responses, which saves some time. Secure File Transfer works well, clients haven't had any trouble uploading documents. My only minor gripe was that support took about 8 hours to get back to me on a small question about the Billing Integration, but they did resolve it. Overall, it's definitely improved how I manage client communication.

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Julia Silva
★★★★★
3 months ago

Consistent service, easy payments

This was my third time using Copilot for my firm. The Invoicing and Payments feature worked just as smoothly as it did the last two times. Never had an issue processing payments, which is why I keep coming back. The Client Portal feels familiar now.

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Copilot Community Discussion

Share tips, ask questions & help fellow shoppers save more

N
Nick Nguyen
2 months ago

Can you actually white-label everything, or are there still Copilot logos popping up here and there?

G Greg Brooks 2 months ago
Full white-labeling, no Copilot branding at all.
6
A Alex A. 2 months ago
Yeah, it's totally white-labeled. Your clients will only see your brand, which was a huge selling point for me. It looks super professional.
0
8 Responses (2)
B
Brett
2 months ago

Hey everyone, thinking about switching to Copilot for my agency. How long does the free trial actually last? Wanna make sure I have enough time to test everything out.

A Anna 2 months ago
It's 14 days, plenty of time to get a feel for it.
6
G Greg N. 2 months ago
Yeah, I just signed up last week and it's a two-week trial. You can really dig in and see if it fits your workflow.
5
5 Responses (2)
A
Amber Bennett
3 months ago

Anyone know if they do Black Friday deals? Or should I just jump on the annual plan discount now?

T Todd 3 months ago
They usually have something around then, I'd hold out if you can.
5
J James Hughes 2 months ago
I think they do, yeah. I recall seeing some promos last year, often tied to annual plans. But the 20% off for annual is always there, so depends how patient you are.
5
5 Responses (2)
B
Beth
2 months ago

Does Copilot handle all the payment stuff smoothly? Like recurring invoices and linking to my accounting software?

L Laura M. 2 months ago
Yeah, it integrates with Stripe and others for payments and recurring stuff.
2
L Lisa 2 months ago
It handles recurring payments and invoicing pretty well. I've got it hooked up to my accounting software and it syncs fine for me, no issues.
6
4 Responses (2)
S
Sam
2 months ago

Is Copilot really that much better than HoneyBook? I'm using HB right now but it's getting a bit clunky for my needs.

C Cody E. 1 month ago
For agencies, Copilot is way more robust, especially for client management.
5
2 Responses (1)
J
Josh
2 months ago

How secure is Copilot for sharing sensitive client documents? My clients send me a lot of confidential info.

D David H. 2 months ago
It's built for that, pretty secure as far as I know.
0
F Faith G. 2 months ago
They highlight security a lot in their features, specifically for file sharing. I've been using it for docs with PII for over a year and haven't had any concerns or client complaints.
6
2 Responses (2)
A
Amber G.
3 weeks ago

Thinking of switching from Dubsado, how easy is it to get all my client info moved over to Copilot?

P ProHoster 3 weeks ago
Yeah, they have a pretty straightforward migration process. I moved my stuff from HoneyBook and it wasn't a nightmare at all.
2
S Susan Perez 2 weeks ago
It's not too bad, I think they have tools to help with that. Definitely check their support docs on data migration, it lays out what they can import.
2
1 Responses (2)
T
Troy Y.
2 months ago

Are there any promo codes floating around for Copilot? Or is it just the free trial for new users?

C Carly L. 2 months ago
Promo codes are rare, mostly trial or partner deals.
0
A Amber 2 months ago
I've only ever seen the free trial directly on their site. Sometimes partners or specific communities get codes, but you usually have to dig for those. The annual discount is probably your best bet if you're looking to save.
1
0 Responses (2)

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