COPPER PIPELINES
For any and every type of client workflow
From sales to projects to ongoing client management - pipelines bring structure to all your business processes.
Make chaos a thing of the past
It’s easy to get lost juggling multiple platforms just to keep your projects and customer data in sync. But what if there was a better way? Enter Copper Pipelines — your ultimate client management solution.
STAY ORGANIZED
Effortlessly manage sales, projects, processes and tasks.
Easily customize pipelines for projects, service delivery, onboarding and more. Each card on your pipeline holds your important client emails, tasks, files and events, all in one place.
SLIDE TO THE RIGHT
Organize your process visually
Easily track every lead, customer, and project in your pipeline and effortlessly move them to the next stage with a simple drag-and-drop.
Success Stories
“Now we have a much more streamlined process in place for managing and nurturing relationships, and there’s clear visibility into what everyone is working on.”Beau Brousseau
On Your Feet
TAILOR MADE
Personalize templates to match your unique needs
Not sure where to start? Use one of our templates to get inspired and customize your process in a way that works best for you.
BUILD LOYALTY
Deliver and grow with confidence
Easily move customers from your onboarding process to your upsell process with ease.
Try Copper for free
14-day trial. Instant activation, no credit card required. Give the Copper software solution a try today.