🎉 Add 5+ seats and save 22% for life* – contact your Copper representative or hit the Chat button below

🎉 Add 5+ seats and save 22% for life* – contact your Copper representative or hit the Chat button below

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ALL OUR CRM FEATURES

Explore all our CRM features.

If your business focuses on customer relationships, Copper has the features to fit your needs. From sales automation and nurturing, to lead management, we've got you covered.


Sales Management

business

Leaderboard

Spark friendly competition with sales leaderboards that show who the top performers are by revenue, meetings set, calls made, and emails sent.

business

Multiple Currency

Record, report and manage opportunities in multiple currencies and get real time currency conversions.


Account & Contact Management

All Plans

Contact Type

Manage, engage and nurture your contacts better by customizing Contact Types to categorize your business relationships.

All Plans

Account Management

Track and manage the companies you're engaged with full account history and a 360° view.

All Plans

Auto-enrich Profiles

Copper scrapes the internet for contact and company information, social profiles, and automatically adds it to contact profiles.

All Plans

Favorite Feature

Follow accounts to get notified when updates and changes are made.

All Plans

Tag Feature

Use tags to segment your contacts for additional tracking capabilities and added context on accounts.


Communications & Marketing

All Plans

Automatic Email Capture

Automatically sync emails and contacts in Gmail to companies in Copper.

Professional + Business plan

Bulk Email

Standardized email templates with merge tags to send one personalized message to multiple recipients at once.

business

Email Sequences & Drip Campaigns

Save more time by enrolling your contacts in automated nurture sequences and follow-up communications.

business

Web Tracking & Lead Scoring

Learn what your prospects are looking at on your website, then collect their contact information through web form integrations. Highlight which prospects are most likely to convert based on past activity.


Collaboration & Automation

All Plans

Activity Feed

Real-time feed of all interactions and activities related to contacts, accounts and deals in one place.

All Plans

Automatic Data Capture

Copper automatically finds new leads and populates full contact details, so you can add them in one click.

All Plans

@mention

Ping teammates when you need their help on a deal or want keep them in the loop on an account.

All Plans

Mobile Apps

Receive notifications on new activity, ping your team, and update opportunities all on the go with the iOS and Android apps.


Customizability

All Plans

Custom Fields

Add fields to track business specific details so you can better manage and report on accounts. Basic = 5 fields, Professional = 25 fields, Business = 100 fields.

All Plans

Custom Views

Build and save pre-filtered lists of leads, contacts, companies or opportunities for a quick view into segment details that matter to you.

All Plans

Custom Activities

Set up custom activity types to organize sales activities—calls, meetings, presentations, to-dos and more.

All Plans

Language

View information in Copper in your preferred language —English, Spanish, French, German, Dutch, or Italian.

All Plans

Alerts

Set preferences to receive real-time alerts that indicate when leads, accounts or deals need attention and deliver updated information about a CRM solution, sales pipeline, and progress of the CRM software.


Integrations

Professional + Business plan

Google Data Studio

Build and share reports with data from multiple sources with our Google Data Studio integration.

Professional + Business plan

Open API

Access and build your own integrations that interact with Copper via the Open API.

business

Embedded Integrations

Seamlessly access other business apps directly from Copper via custom development to provide additional context.


Security & Controls

Professional + Business plan

Team Permissions

Give users access to the information they need to do their job and restrict access to records and reports using team permissions.

All Plans

Required Fields

Fields that contain business specific information can be required when any record is created.

Professional + Business plan

Record Visibility

Select which leads, people, companies and opportunities each person has access to on a record level.

Professional + Business plan

Read-only Fields

Restrict fields from being edited by setting a field to 'Read Only' so users can see the value but cannot change that value.

business

SAML-based SSO

Make it easier to sign into Copper and ensure that only authorized users get access to sensitive data with SAML-based single sign-on.

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