Sales funnel management software

By using Copper CRM as sales funnel software, it helps you qualify, track, and measure the opportunities in your sales funnel so you can nurture them into thriving customers.

Access opportunities and conversions by sales stage
Focus on the leads that are most likely to close
Drive predictability in your sales process

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Sales funnel management has never been easier.

You have a lot of leads, but are you and your CRM tool effectively moving them through the sales funnel? Your sales funnel management software should give you a visual representation of how you generate leads and nurture them through your sales process and marketing funnel. With Copper's funnel management tool, you'll drive a tight sales process, easily identify leaks in the funnel, and streamline conversions with the sales funnel builder.

Track conversions at every stage.

It's challenging to consistently collect data and measure metrics using sales funnel software and marketing automation. Copper's dashboards and reports make it easy by allowing you to track the total number of deals in your funnel, close ratios, sales velocity, average deal size, sales cycle length, and more. No more leaky sales funnels, plus you'll have a more efficient sales process for your marketing campaign if you use Copper as a sales funnel tool.

Coach sellers with real-time data.

Sales leaders are successful when they can leverage the sales funnel to pinpoint problem areas in the sales process, decipher where reps are struggling to move deals forward, and forecast accurately with the landing page builder. Copper gives you real-time performance data so you can easily do all three, instantly boosting your team's performance in the sales pipeline and marketing funnel.

Produce more accurate sales forecasts.

With Copper, you can track key information through your sales funnel builder about every deal like how long it's been in each stage and if the close date gets pushed out. That makes it easy to identify where your team, especially your primary marketer, is being stalled and forecast future opportunities in a marketing campaign more accurately.

Manage your sales funnel with ease.

Automate sales busywork

Copper gives you the ability to automate data entry, task creation, and repetitive workflows. This eliminates a lot of human error—no key information or lead will slip through the cracks in your funnel again.

Increase customer visibility

Ge the full picture instantly on every account. Copper consolidates every email, task to earn a potential customer, status change and interaction across any team in one place.

Real-time team selling

From marketing to sales to customer success, it takes many teams to effectively close a deal. With Copper you can work deals together in real-time by @ mentioning on any record in the sales funnel tool.

Complete sales funnel management.

Get a free 14-day trial of our CRM, you won't regret it!

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Success story

In one easy-to-use report, I can see velocity, how fast customers are moving through our sales funnel, and how soon they are going to be real customers.

President & COO, Udacity

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Essential sales funnel management features

Customizable pipelines

Our CRM offers drag-and-drop pipelines that are completely customizable to your marketing process. With visual status indicators, you can see funnel builder opportunities status instantly. Struggling with marketing automation, and need multiple pipelines for different types of deals? We've got you covered for your marketing campaign.

Real-time alerts

Instant notifications deliver up-to-the-minute information when leads and deals need attention, so you can keep your funnel and pipeline flowing.

Email open tracking

Get alerts when contacts in your sales funnel open your email messages so you can reach out while you're top of mind and on your funnel software.

Inactive day count

Quickly see which deals in your funnel haven't had recent follow-up or activity so you know where to focus your attention.

Activity reports

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

Goal setting

Copper’s CRM funnel software will let you 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, which can inspire ideas for a funnel builder.

Sales mobile app

Receive notifications on new activity, ping your team, and update opportunities all on the go, ranging from the sales pipeline to a potential customer, and in the palm of your hand.

Full funnel visibility

Sales funnel management minus the leaks.

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