Account Setup & Registration
Help for signing up, logging in across locations, and upgrading plans
5 articles
Creating a Copilot AccountLearn how to create your Copilot CRM account, select a plan, and set up your business details.
Transferring from Another CRM to CopilotLearn what information to bring over from your previous CRM and how to prepare it for import into Copilot.
Copilot UniversityCopilot University is a completely free course on the basics of Copilot CRM, available to everyone on the internet!
How to Upgrade Your Copilot Subscription
Multi-Location Office LoginThe Multi-Location Office Login allows you to have multiple paid Copilot accounts and link them together through one shared login website.