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.
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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.
Professional + Business plan
Sales Workflow
Automate tedious and repetitive sales tasks with sales workflow to drive efficiency throughout your sales process.
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
Email Open Tracking
Easily monitor activity, stay engaged with hot prospects, and turn more leads into customers—right from Gmail.
Professional + Business plan
Email Templates
Pre-built email templates in the CRM platform will increase functionality, and save you hours of writing repetitive emails for marketing, project management, and customer engagement.
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.
Professional + Business plan
Workflow Automation
Setup processes to automate in Copper based on criteria that trigger a set of actions.
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
Native Integrations
One-click integration to other common business applications built and supported by Copper.
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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