Empower Your Team with Copper CRM

About Copper

Copper is a customer relationship management (CRM) platform designed to streamline customer relationship management for businesses using Google Workspace. It offers a centralized solution to organize contacts, automate tasks, track deals, and generate reports. With a focus on simplicity, efficiency, and personalized relationships, Copper aims to solve the challenges of disorganized customer data, inefficient sales processes, and manual data entry. The platform empowers users to manage contacts, track sales pipelines, and automate tasks seamlessly, ultimately helping businesses build and maintain personalized relationships at scale. By providing a user-friendly interface and integrations with popular tools like Google Workspace, Copper caters to small to medium-sized businesses, enabling them to improve sales efficiency, streamline workflows, and enhance customer interactions for better client relations, deal management, and overall business growth.

• Workflow Automation

  Copper allows users to set rules for automations that handle tasks like logging calls, meetings, tasks, and activities, as well as attaching files automatically.

• Scale Communications with a Personal Touch

  Users can improve communication consistency and save time using email templates, merge fields, automated nurture sequences, and follow-ups. Emails can be sent automatically based on account status, website engagement, and more.

• Automatically Surface Important Customer Files

  Copper automatically syncs attachments and Google Docs from Gmail and Calendar, ensuring all customer files are organized and accounted for. Users can attach files to emails directly from Copper.

• Task Automation

  Copper automates assigning time-based tasks when leads are entered or updated, streamlining task management for users.

• Recurring Tasks

  Users can create recurring tasks, specify the frequency, and set reminders, ensuring important tasks are never missed.