Copper CRM
CRM software solutions company
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Organize & Manage Contacts
Copper organizes all your emails, calls, files, and notes for every contact—so you have a full view of that relationship history.
Alerts and notifications
- Copper sends you real-time notifications that indicate when leads or contacts need your attention.
Lead management
- Turn more leads into customers. Copper makes it easy to build a repeatable lead qualification process to get more deals in the pipe.
Contact management
- Know what you need to for every contact—Copper lets you categorize contacts by type (like current customers, partners, and vendors.)
Favorites
- Have super-important accounts? Star them to make sure you get notified about updates.
Tagging
- Use tags to group your contacts into different categories (like VIPs, or high-potential leads) so you can find them faster later on.
Custom fields
- Want to track more specific data about your contacts? Add custom fields to record special details that you can use to build better relationships.
Activity feed
- See exactly what’s going on at anytime with the real-time feed of all the activities that are going on with your contacts and accounts.
Email open tracking
- Easily monitor when a hot lead or customer opens your email so you can send timely follow-ups.
Auto-enriched profiles
- Need more info about your contacts? Copper searches the internet for you to find and record company information, social profiles, and more.
Automate your Process
Stop doing repetitive admin work. Copper’s automations take care of tasks like logging calls, meetings, tasks, and activities.
Workflow automation
- Copper automatically assigns time-based tasks to you when leads are entered or updated.
Recurring tasks
- Create one recurring task, tell it how often to reoccur, and set a reminder relative to the task if you want a heads up when it approaches.
Alerts + notifications
- Copper sends you real-time notifications that indicate when leads or contacts need your attention.
Email templates
- Stop writing emails from scratch. Use prebuilt emails to answer frequent questions, greet new customers, or promote your service.
Suggested contacts
- Copper scrapes your email history to suggest new leads and contacts to add to the system.
Task automation
- When you update an opportunity from one stage to the next you can automatically trigger the next set of actions in Copper.
Auto-enrich records
- Copper scrapes the internet for contact information, social profiles, personal interests and automatically adds it to the record.
Email + file capture
- Automatically sync emails, files and contacts in Gmail to companies in Copper - so you have the whole relationship history in one place without having to lift a finger.
Email & Marketing CRM Tools
Reach more customers and prospects at the right time, in the right way, with Copper's marketing CRM tools.
Bulk email
- Send emails with personalized messages to multiple recipients from your own Gmail account.
Email sequences
- Automate your nurture and follow-ups with drip campaigns. Trigger emails based on Copper fields, website engagements, and more.
Web forms
- Integrate Copper with popular web forms such as Gravity Forms, Contact Form 7, Elementor, Wix and WordPress.
Web tracking
- Once prospects fill out the form on your website, Copper will show you where they came from, and which pages they engaged with.
Email templates
- Stop writing emails from scratch. Use prebuilt templates and share with your entire team to speed up your correspondence.
Marketing automation
- Integrate Copper with your preferred marketing and sales automation tools like Reply.io, Mailchimp, HubSpot, ActiveCampaign, and more.
Merge fields
- Speed up your emails by adding merge fields that bring in names, emails, phone numbers and other custom fields.
- Add LinkedIn or Sales Navigator prospects to Copper with 1-click, and sync all direct message conversations.
Lead scoring
- Automatically calculate a score for prospects based on email engagement and web visits, then focus on prospects most likely to convert.
Track Deals & Leads
Capture new leads and track conversations right from your inbox with Copper.
Automated follow-ups
- Copper speeds up follow-ups with email templates and sets reminders for you to stay on top of hot deals and respond to customers without missing a beat. Say goodbye to lost deals, and hello to keeping customers around longer!
- Personalized email templates
- Automatically set reminders based on any trigger
- Assign time-based tasks without lifting a finger
Visual sales pipelines
- Know where every lead is at in your sales process and move opportunities to the next stage using the customizable drag-and-drop pipelines.
- Track and sort deals by their value amounts
- Know the win probability for any deal
- Easily see which deals are slipping
Keep things moving
- Stay on top of hot deals and close them faster thanks to Copper’s recommendations, which suggest next steps based on upcoming meetings, tasks, and overdue email responses.
Copper Reports
Get an easy, 360-degree view of your business with Copper's powerful reporting feature.
Super simple growths
- Everything you need to get started in a heartbeat. Ready-to-go templates will have you up and running in one simple click.
Total flexibility
- Personalize to fit your special business needs Adaptable as your business evolves, personalized templates give you the capability to build exactly what you want, without having to ask for help.
Build your insights
- Customize and create your own insights. When you need to go deeper, you can build your insights from scratch across all Copper data.
Easy collaboration
- Report delivery can be scheduled and sent to stakeholders and team members with or without a Copper account.
CRM for Google Workspace
Copper’s CRM integration with Google works seamlessly with your Gmail, Calendar, and Drive, you never have to switch tabs to add leads, track email conversations, and manage tasks in your marketing and sales process.
- Work uninterrupted and let Copper do the heavy lifting. Simplify contract management by adding new contacts directly from Gmail and Calendar.
Arrive effortlessly prepared to every prospect and client meeting
- Look up event details, participants and materials directly from Google Calendar without breaking your workflow.
View the full history of a relationship, instantly
- Hover over any Copper contact in Gmail and Calendar for rich, contextualized communication and activity details.
Access shared documents, unified around your contacts
- Attach Google files to Copper records for immediate context around opportunities and accounts.
Get more organized and track your priorities
- Surface reminders and tasks alongside your inbox or in your calendar; you decide where you want to work.
CRM Integrations
Build your ultimate tech stack with Copper. With Copper at the center, you can easily integrate CRM with your go-to tools.
- CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.
Mobile App
Relationship-building doesn't have to stop when you're away from your desk. From answering questions to logging customer interactions and tracking your sales pipeline, Copper's mobile CRM makes it easy to manage relationships and close deals right from your phone or tablet.
- Manage your entire day on the go with our CRM mobile app.Copper's CRM mobile app keeps you organized and lets you nurture new leads. Check a deal status while prepping for an open house or on-site meeting with the Copper CRM app. Logging of calls and SMS is automated so every interaction is tracked and accounts are always up to date.
Track your deal pipeline on your mobile device, wherever you are
- View the health of your entire sales pipeline from the palm of your hand with our mobile sales pipeline software. Easily sort filter, view activity, and track updates in real-time to keep deals moving forward.
Your dedicated audio note-taker
- Copper helps you save time by speaking into your phone to log activities and notes - no typing needed.