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


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

Lead Tracking

Spend less time tracking, organizing, and managing your sales prospects—and focus on converting leads to customers.

Opportunity Management

Use the CRM Product, and track deal progress with visual pipelines, which can feature opportunities with social media, customer experience, and marketing, from lead to close.

Sales Management

Sales management tools, automation, and insights that grow your business.

Sales Process Management

Define and create sales stages, forecast future revenue, and identify problem areas in your funnel.

Sales Funnel Management

Qualify, track, and measure the opportunities in your sales funnel so you can nurture them into thriving customers.

Sales Workflow

Automate tedious and repetitive sales tasks with sales workflow to drive efficiency throughout your sales process.

Inside Sales

Get a complete view of your inside sales pipeline by tracking important customer data—and work opportunities more efficiently.

Sales Tracking

Track sales data of any kind, in any timeframe, so you can estimate the close date of each deal and know if you’ll hit sales quota.

Sales Forecasting

Built-in sales forecast reports display potential revenue by expected close date so you can keep a pulse on your pipeline, plan ahead and course correct.

Sales Analytics

Get the insights needed to make better decisions, coach your sales team to success, and grow your business.

Pipeline Management

Build and customize multiple pipelines to manage different business processes for any team, service or line of business.

Pipeline Reporting

Quickly see all open opportunities and their associated value in each stage of your sales process.

Pipeline Analysis

Track, measure, and analyze on key sales pipeline metrics so you can ramp up sales performance, stay on target, and hit your goal.

Multiple Currency

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

Account & Contact Management

Contact Type

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

Account Management

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

Auto-enrich Profiles

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

Tag Feature

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

Mobile Business Card Scanner

Capture your connections on the go with Copper’s mobile business card scanner. From events to client meetings, turn business cards into new, budding relationships in seconds and pick up right where you left off in Copper.

Favorite Feature

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

Communications & Marketing

Automatic Email Capture

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

Email Open Tracking

Easily monitor activity, stay engaged with hot prospects, and turn more leads into customers—right from Gmail.

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.

Bulk Email

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

Email Sequences & Drip Campaigns

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

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

Activity Feed

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

Task Automation

Automatically generate tasks for commonly occurring or repetitive actions

Workflow Automation

Setup processes to automate in Copper based on criteria that trigger a set of actions.

Automatic Data Capture

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


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

Mobile Apps

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


Custom Fields

Add fields to track business specific details so you can better manage and report on accounts. Starter= 10 fields, Basic = 25 fields, Professional = Unlimited fields, Business = Unlimited fields.

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.

Custom Activities

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


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


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.



Add leads, update opportunities, reference account history, and close deals from a panel right in Gmail.

Google Sheets

Turn data, such as customer data and social media marketing, into actionable insights with our Custom Report Builder that connects directly to Google Sheets.

Google Data Studio

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

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

Team Permissions

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

Required Fields

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

Record Visibility

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

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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