Lead tracking tools that optimize your conversion rates.
Automated lead data entry
Copper automatically finds new leads and populates full contact details, so you can add them to the CRM in one click.
Lead management dashboards
View critical lead insights with a set of dashboards that keep a pulse on lead information throughout the entire sales cycle.
Stay up-to-date with notifications that let you know when leads and deals need attention.
Email open tracking
Copper sends you alerts when contacts open your emails so you can reach out while you’re top of mind and grow your sales pipeline.
Standardized email templates with merge tags to send one personalized message to multiple recipients at once.
Ready-to-use emails to answer frequent questions, greet new customers, or promote your service with one click.
Lead filters & sorting
Filter lists and reports by any field, category, tag or segment to analyze and report on your pipeline.
Copper scrapes your email history to suggest new leads and contacts to add to the system
Automatically assign time-based tasks to teammates when leads or opportunities are updated.
Automatically add a new lead or contact in the Copper CRM when a web visitor fills out a form.
Google sheets integration
Turn data into actionable insights with our Custom Report Builder that connects directly to Google Sheets.
Combine your RingCentral phone system and Copper for quick click-to-dial connectivity.
Lead conversion goals
Lead conversion goals help track the number of leads converted on a weekly, monthly, quarterly, or yearly basis.