Opportunity management software

Want an easier way to create and define a process for guiding opportunities through the sales cycle until they close? Meet Copper’s opportunity management software for marketing.

Guide sales reps to close a deal, every time
Give leadership a better view into the deal pipeline
Keep deals moving forward toward the finish line

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opportunity management opportunity management software

Sales opportunity management has never been easier.

You’ve attracted new leads, qualified them, and nurtured them into prospects. Now all you need to do is close the deal. Opportunity management guides sellers through the sales process so they get those deals across the finish line faster. With Copper, you can easily put a repeatable process in place that all your reps can follow.

All your opportunity data — tracked automatically.

In order to turn sales opportunities into customers, you must accurately track all the details. Lucky for you, Copper automatically updates contact info, tracks emails, logs activity, and more so reps will always have all the information they need to work the deal at any stage. Plus, teammates can easily jump in and get up to speed on the account without the time-consuming knowledge transfer.

Monitor deal progress with visual pipelines.

Clearly see what deals are in which stages, get important deal details, notice gaps in the funnel, and identify stagnant or at-risk deals. Copper helps you track leads that become sales opportunities with visual drag-and-drop pipelines that give you a clear view of your entire sales process and funnel.

Reports that quickly identify bottlenecks.

Copper provides sales opportunity reports, pre-built dashboards, and analytics that give sales leaders a real-time view of how well each deal is doing so they understand where they need to jump in to help. After all, it’s easy to win more deals when you have the data to identify red flags and make fast decisions.

Opportunity management right from your crm

Filter and sort deals

Want to view deals by close date, revenue, sales rep, or lead source? In one click, you can add, edit, and change list criteria so you can review your deals quickly.

Manage deals on the go

Out on the road? Stay on top of your sales opportunities, prep for meetings, take notes, add contacts, and monitor your pipeline with Copper’s iOS or Android app.

Real-time deal alerts

Copper’s instant notifications deliver updated information when leads and deals need attention so you can take action before it’s too late.

Better opportunity management starts with Copper.

Give Copper's sales opportunity management software a try with a free 14 day trial!

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Customer Story

Building and managing relationships have never been more important—I can't imagine running Storm and not having a CRM like Copper to help us compete and win opportunities.

Managing Director, Storm Ventures

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All the opportunity management features you need:

Customizable pipelines

Copper offers drag-and-drop pipelines that are completely customizable to your process, andvisual status indicators that show you the status of opportunities instantly. Need multiple pipelines for different types of deals? We’ve got you covered.

Real-time alerts

Know right away when leads and deals need attention.

Inactive day count

Quickly see which deals haven't had recent follow-up or activity and focus your attention where it’s needed.

Activity reports

Get insight into team activity metrics like calls, emails, and notes to learn what actions lead to closed business in one concise view.

Goal setting

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

Sales leaderboards

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

Sales automation

Automatically assign follow-up tasks based on changes to leads or opportunities.

Auto-enrich records

Let Copper do the digging for you. It scrapes the internet for contact and company information (on LinkedIn, Twitter, and more) and automatically adds it to the record.

Sales dashboards

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

Full Visibility

Opportunity management minus the lost deals.

Never lose out on a deal because your crm isn't up to par. Give Copper a try with a free 14-day trial!

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