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all our CRM features

Explore all our CRM features

Depending on the size of your business, our CRM solution has the features to fit your needs. From marketing automation and nurturing, to lead management or a customer relationship [CRM] tool, we've got you covered.

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Sales Management



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

All Plans

Sales Dashboards

View critical sales insights with a set of dashboards that keep a pulse on sales opportunities.


Goal Tracking

See how your sales number is tracking and where you’re going to end the quarter against your goal.


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.

Email, Task & Calendar Management

All Plans

Automatic Email Capture

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

All Plans

Bulk Email

Standardized email templates with merge tags to send one personalized message to multiple recipients at once. Basic = 1 send per day, Professional = 10 sends per day, Business = unlimited.

All Plans

Calendar Management

Schedule and manage your meetings from Copper with Google Calendar integration and powerful scheduling tool.

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


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.


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


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

All Plans


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.


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.


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.


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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