Copilot + RevSend Integration
Enhance your Copilot client portal with RevSend, streamlining messaging, payments, and gifting in a seamless branded experience.
Unlock a next-level client experience by integrating Copilot with RevSend. Empower your clients with a branded portal that centralizes messaging, payments, and personalized gifting, from tailored gifts with custom packaging to real-time tracking and handwritten notes. Simplify your workflow with seamless SaaS connectivity, automate thoughtful engagement, and add tangible value to every interaction—driving revenue, retention, and loyalty through every step of your project management process.
Set-up
Get started in the RevSend Integration Page
Make Professional Connections Personal
