Pipeline Management Software

The best pipeline management software.

Copper makes it easy to organize, track, and streamline your sales process with customizable pipelines.

  • Create unlimited drag-and-drop pipelines
  • Visually track pipeline health
  • Manage your sales team from anywhere
  • Real-time visibility into performance

Never let a deal slip through the cracks.

If you have a selling team, you need a sales pipeline crm to keep track of where prospects are. Copper’s sales pipeline software encompasses every stage of the sales process and allows you to track, sort, filter, and view activity in real time so you never miss out on deals.

1 Drag Drop Pipeline

Build and customize your sales pipeline.

Create multiple drag-and-drop pipelines in Copper that are easily customizable to your sales processes. You can add as many sales stages, team members, or activity types as you need. In minutes, you can be starting tasks and completing actions.

2 Track Deal Progress

Track deal progress, sales stages, and pipeline health.

Copper’s sales pipelines show you a quick visual overview of where your deals fall in the sales process. Drill into each deal to see the details and monitor the health of your business. Copper automatically alerts reps of new tasks and recommended actions if the deal is stalling so you can focus on increasing your pipeline velocity and value.

3 All The Pipeline Data You Want

Copper CRM has all the pipeline data you’ll ever want.

It’s easy to tag, filter, and sort deals by category, potential value, or expected close date. Copper’s visual dashboards and pipeline reports display the amount, type, and status of your current deals. Want to get even more granular? Analytics on sales velocity, pipeline value, average deal size, and more give you performance insights and help you manage your quota.

Always up-to-date

Copper automatically updates new opportunities records with the most up-to-date information from Gmail. You’ll save reps’ time (and sanity) on manual data entry so they have more time to actually sell.

No admin needed

With Copper, it’s easy to create, add, edit, and delete pipeline stages without help from an admin. Sales Reps and managers can easily switch between pipeline views, drag and drop deals between stages, and auto-assign tasks.

Identify sales bottlenecks

Copper’s visual pipelines give you a real-time view of the health of your pipeline, allowing you to monitor progress and quickly identify where deals are getting stuck. Always know if you’re on track to hit your number.

Give our pipeline management system a test-drive..

Get a free 14 day trial of Copper and see how easy pipeline management can be.

Success story
Pipeline Management Software Customer Quote
Other CRM providers forced us to map our sales process into their system. Copper is a flexible system that accommodates what we need to manage our sales process.
Ben HanleyLead Evangelist, Carta

Pipeline management tools that every sales team will love.

Unlimited Customizable Pipelines

Copper offers multiple drag-and-drop pipelines that are completely customizable to what you like. Need multiple pipelines for different types of deals? Copper’s got you covered. With visual status indicators, you can see the status of opportunities status instantly.

Pipeline analytics

Pipeline summaries provide insight into how your sales are trending toward quota in each stage.

Custom filters & sorting

Filter lists and reports by any field, category, tag or segment to analyze and report on your pipeline.

Sales pipeline inspection

Get instant insight into sales rep activity and the true state of your deals, so you can spend less time on pulling reports and more time working opportunities.

Spot pipeline risk and upside

Get alerts that tell visibility into which deals are moving, stalled or at-risk so you can close more of them.

Understand pipeline health

Copper crm puts an end to incomplete data. No need to chase down sales reps for deal updates and and start using real science to get the most accurate view.

Prioritize the right deals

Deal inspection is critical to ensure the team is well positioned to hit their number. Make your pipeline discussions actionable with richer, AI-based insights.

Real-time Opportunity Alerts

Stay up-to-date with notifications that let you know when leads and deals need attention.

Email Open Tracking

Copper sends you alerts when prospects or customers open your emails so you can reach out while you’re top of mind and grow sales your pipeline.

Deal Inactive Day Count

Know where to focus your attention with a quick indicator of deals that haven't had recent follow-up or activity.

Lead and Opportunity Activity Reports

Learn what actions lead to closed business in one concise view with team activity metrics like calls, emails, and notes.

Sales Team 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, meeting set, calls made, and emails sent.

Mobile Apps

Get notifications on new activity, ping your team, and update opportunities all on the go and in the palm of your hand.

Copper Free Trial Cta
Customized to your needs

Pipeline management minus the restraints.

Give Copper a test drive for free, no credit card required!