LyncView vs. Copilot
The same use case, simpler tools, half the price.
Copilot (copilot.com) is a polished client portal product aimed at agencies and service businesses — the same audience as LyncView. The differences are in scope, opinionation, and pricing. Here's the honest take.
Choose LyncView if
You want a focused product that ships with checklist-based project management, AI email processing, and a real client portal — at $9-29/mo without surprise add-ons.
Choose Copilot if
You want a full agency operating system with white-label apps, embedded billing, and a marketplace of modules, and the $39/mo (with add-ons climbing fast) is acceptable.
Feature comparison
| Feature | LyncView | Copilot |
|---|---|---|
Dedicated client portal with login | ||
Per-task visibility controls Copilot is project-level visibility | — | |
AI email → task updates | — | |
Checklist templates Copilot uses files + tasks but not checklist-as-template | — | |
Public intake forms Copilot: Forms module add-on | ||
Time tracking Copilot supports hourly invoicing but no built-in timer | — | |
White-label client portal Copilot's marquee feature | ||
Custom domain on portal Copilot wins for full white-label | — | |
Webhooks & REST API | ||
Embedded billing inside portal Copilot strength | — | |
Lead tracking | — | |
Booking / scheduling Copilot: paid integration | ||
Starts at | $9/mo | $39/mo (Starter) |
Pricing model | Flat per workspace | Per workspace + per-module add-ons |
Free trial | 7 days, no card | 14 days, no card |
The pricing math
Copilot's Starter is $39/month. That gets you the portal, messaging, and contracts. Most things you actually want — billing, helpdesk, intake forms, custom branding — are separate paid modules that add up quickly. A typical agency setup runs $89-149/month.
LyncView is $9/$29/$99 flat. Pro at $29 includes every feature except white-label and API access. Business at $99 includes everything. There are no add-on modules.
Both are reasonable for what they do. The Copilot approach makes sense if you want to start small and pay only for what you use. The LyncView approach makes sense if you'd rather know your bill won't move.
Where Copilot is genuinely better
Three things Copilot does that LyncView doesn't (yet):
- Custom domain on the client portal. Your clients log into
portal.youragency.com. LyncView lets you white-label colors and logo on Business but the URL is still on lyncview.com. - Embedded billing inside the portal. Clients pay invoices directly through their portal via Stripe. LyncView has Stripe for your subscription but doesn't (yet) handle client invoicing inside the client view.
- Helpdesk / messaging module. Copilot has a structured client-facing inbox. LyncView has comments on tasks and the intake-form path but not a full helpdesk.
If you need any of those three, Copilot wins on capability. If you don't, you're paying for them anyway.
Where LyncView is better
The headline differences:
- AI email processing. Connect Gmail, AI reads incoming project emails and proposes task updates matched to your active projects. Copilot has nothing equivalent.
- Checklist-driven project management. LyncView is built around reusable workflow templates. Copilot is more file-and-task oriented; if your work has a repeatable sequence (permits, onboarding, content production), checklist templates compound over time.
- Per-task visibility. LyncView lets you decide task-by-task what clients see. Copilot is project-level.
- Lead tracking, booking, time tracking. All built in on Pro/Business at no extra cost.
- Price. $29 flat vs. $39 + modules.
Honest summary
These are the two tools we get compared to most often. They're going after the same kind of customer with overlapping but different products.
Pick Copilot if you want a polished, white-labelable client experience with embedded billing, and the cost isn't the deciding factor. Pick LyncView if you want a focused, opinionated tool with checklist-driven workflows and AI email processing, at a price that's honest and predictable.
Ready to try LyncView?
Same client-facing focus, leaner product, much cheaper to start.