Jemicah Marasigan
Content Marketing Manager
You start your day by logging into Copper, ready to tackle your tasks. But today, something feels different—in a good way. The Feed looks updated: everything is more organized, more intuitive, and noticeably smoother.
9:00 AM: Dial in on what really matters
Right away, you notice two new tabs at the top of your Feed: All and Following. Everything is easily visible at a glance and you can see what needs your attention. But, today, you’re specifically working on a critical deal and tracking multiple touchpoints with your client.
You switch your view to Following, so you only see the updates related to their emails, meetings, and calls, keeping everything neatly organized in one easy-to-navigate space. Now, you can hone in on the projects and deals that matter specifically to you—giving them your full attention and planning out your next move.
10:00 AM: Check on your Pipeline progress
Now that you’re in the groove, now it’s time to check on that big deal you’re working on. But, you don’t need to jump between tabs or look for details, you just glance at your Feed. With the Preview Drawer, all the info you need to know about this Opportunity is right at your fingertips: deal history, next steps, and any updates. Want to move the Opportunity forward in the Pipeline? No problem—just make the updates you need, all without leaving the page.
And since the Following tab keeps this Opportunity front and center, you’re never out of the loop. It’s even easier to stay on top of what’s important, with no distractions!
10:30 AM: Keep emails in check
By mid-morning, emails start coming in. Your client’s team has sent over a few questions about next week’s presentation. With Copper’s new comment and reply buttons, you can respond directly from the Feed without leaving the page. This centralizes everything, saving you time from jumping between emails and your CRM.
If you want to focus solely on email conversations, the filters allow you to narrow down the Feed, so you can quickly and efficiently address any questions.
11:00 AM: Nurture existing clients
With one deal moving smoothly, it's time to shift focus to your existing clients. You check in on a client you’ve been working with for a few months, to make sure they're satisfied with the deliverables so far. Retention is just as important as new sales, and Copper’s post-sale workflows make this easy.
From the Feed, you navigate to your retention tasks. Copper’s email automation feature has already scheduled a check-in email for you. But, before sending, you want to personalize it. With a few clicks you can access the client’s history in the Preview Drawer—project milestones, interactions with your project delivery teams, previous feedback, and upcoming tasks. With the merge fields in templates, you quickly add a personal touch to the email.
Once the email is updated and sent, you mark a follow-up task to check in with them again in two weeks, keeping your communication proactive and consistent.
12:00 PM: Keep your team in sync
As the day moves forward, it’s time to check in with your team. Copper’s updated email visibility management makes sure that everyone is looped in on the key communications regarding the deal. You quickly figure out who’s actually needed on the necessary email threads and make adjustments to ensure everyone has access to the latest updates.
This feature helps keep collaboration smooth—whether your client shares new information or your team provides feedback, everyone stays aligned and up to date.
2:00 PM: Access customer information quickly
Later in the day, you need to access details on the client’s deal. With the new Preview Drawer feature, you can pull up everything you need—past interactions, deal history, and upcoming meetings—directly from the Feed, without having to navigate away.
3:00 PM: Check your Pipeline again
As the day winds down, you return to the deal to check its status in the pipeline. From the Feed, you access the Opportunity’s data through the Preview Drawer, again, and quickly make updates as you need. This level of organization keeps you on track, so that you don’t miss any critical steps and feel prepared for next week’s presentation.
4:30 PM: Wrap up without a hitch
By the end of the day, you appreciate how smoothly everything has run. The Feed loads quickly, and between the Following tab and filters, you’ve been able to keep the deal front and center without getting sidetracked by other updates. With everything you need at your fingertips, you wrap up the day knowing you’re fully prepared for the big presentation ahead.
Curious to try it for yourself?
All of this can be a reality! Start your workday where your Feed only shows you what matters most—your key client updates, emails, and meetings, all in one easy-to-navigate space. With Copper’s new features, managing your tasks feels smoother and more intuitive. No clutter, no unnecessary distractions.
These updates are all about simplifying how you manage customer relationships. Copper helps you stay focused and organized so you can spend more time on the things that count.
If you’re already a Copper user, login today to try out our new Feed! But, if you want to know how this could fit into your workflow: try Copper free for 14 days, no strings attached, and see how it helps you stay on top of your day-to-day tasks.
It’s an easy way to discover how efficient your workday can be.
