Sales Automation Features and Benefits
Chrome extension
Add leads, update opportunities, reference account history, and close deals from a panel right in Gmail or your inbox.
Contact management
Get to know your audience and build long-lasting relationships by engaging and nurturing them, with this sales automation CRM feature.
Task automation and activity management
Marketing automation allows you to track and manage calls, emails, meetings, and follow-ups on deals to stay organized. Take the pesky task of resetting and recreating to-dos that happen on a daily, weekly, monthly, annual, or any custom basis and make it automatic.
Lead and opportunity management
Manage new leads and opportunities through a qualification process to build sales pipelines and win new business.
Capture every call with VoIP integration
Combine your RingCentral phone system and Copper for quick click-to-dial connectivity.
Google Calendar integration
Schedule and manage your sales meetings right from Copper.
Google Calendar Scheduling Tool
Send contacts your availability directly from your CRM. Using a unique link, meeting attendees can select the time that's best for them and with one click.
Hangout Chat integration
Start a video meeting from a contact record in Copper.
Notifications
Real-time alerts indicate when leads and deals need attention and deliver updated information.
Automated sales reporting
Build and save pre-filtered lists of leads, contacts, companies, or opportunities for a quick view into segment details that matter to you.
Project management revenue
Track project details from end to end to collaborate seamlessly and deliver work on time.
Automatic data entry
Copper’s marketing automation automatically finds new leads and populates full contact details, so you can add info in one click.
Zapier integrations
Copper's Zapier integration makes sales workflow automation a breeze. With the ability to connect our CRM with over 1,000 apps, your team can keep using all the sales tools they love without skipping a beat. Automate workflows and sync data in one central location by connecting Copper with over 1,000 popular apps.
Customizable pipelines
As a CRM software, Copper offers multiple drag-and-drop pipelines that are completely customizable to your process. With visual status indicators, you can see opportunities status instantly. Need multiple pipelines for different types of deals? Copper's CRM automation has got you covered.
Email open tracking
Know exactly when contacts open your email messages so you can reach out while you're top of mind.
Easy to configure and set up
You can build customizations and train your relationship team in minutes
Lead and opportunity activity reports
Gain quick insight into team activity metrics like calls, emails, and notes to learn what actions lead to closed business in one concise view.
Mobile apps
Receive notifications on new activity, ping your team, and update opportunities all on the go and in the palm of your hand, thanks to the crm platform.
