Sales process management features to power your sales team
Track deal progress with easy-to-customize, visual pipelines from lead to close.
Manage new leads through a qualification process to build sales pipeline and win new business.
View critical sales insights with a set of dashboards that help you keep a pulse on sales opportunities.
Gain insight into team productivity and learn what actions lead to closed business in one concise view.
Build and customize different pipelines to manage different business processes for any team, service, or line of business.
Better organization with tags
Use sales management tool tags to segment your contacts for additional tracking capabilities and added context on accounts.
Days in deal stage
See where deals are stalled so you can suggest next steps and keep the deal on track, because of Copper’s sales management software.
Marketing automation allows you to automatically assign follow-up tasks based on changes to leads or opportunities.
Copper scrapes the internet for contact and company information, social profiles, personal interests and automatically adds it to the record for sales management.
Email open tracking
Get CRM software alerts when contacts open your email messages, for email and sales tracking, so you can reach out while you're top of mind.
Add leads, update opportunities, reference account history, and close deals from a panel right in Gmail and Inbox. Helpful with sales automation.
Google Drive integration
Use this sales tool to attach and access any Google Drive file related to your accounts and deals.
Google Workspace integration
The CRM software native integration with Google Sheets, Docs, Slides, Calendar, Hangouts, Drive, Inbox and Gmail.
Ping teammates when you need their help on a deal or want to keep them in the loop on an account.