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.