automate your process
Take the busywork out of your day
Stop doing repetitive admin work. Copper's automations take care of tasks like logging calls, meetings, tasks and activities, attaching files and more.
Get more done—by doing less.
Spend your time on the tasks in your selling
process that are actually valuable.
WORKFLOW AUTOMATION
You set the rules, we’ll do the rest.
Scale your communications with a personal touch
Automatically surface important customer files
No need to manually upload files — Copper automatically syncs attachments and Google docs from Gmail and Calendar. Stop worrying about your team uploading customer files; every file is accounted for and neatly organized.
You can even attach files to emails from Copper — and we'll make suggestions based on files you commonly send.
Success Story
Thanks to Copper, I haveSTORM VENTURES
a lot more time to focus on high-value work
Let Copper do the busywork.
Workflow Automation
Copper automatically assigns time-based tasks to you when leads are entered or updated.
Recurring Tasks
Create one recurring task, tell it how often to reoccur, and set a reminder relative to the task if you want a heads up when it approaches.
Alerts + Notifications
Copper sends you real-time notifications that indicate when leads or contacts need your attention.
Email Templates
Stop writing emails from scratch. Use prebuilt emails to answer frequent questions, greet new customers, or promote your service.
Suggested Contacts
Copper scrapes your email history to suggest new leads and contacts to add to the system.
Task Automation
When you update an opportunity from one stage to the next you can automatically trigger the next set of actions in Copper.
Auto-enrich records
Copper scrapes the internet for contact information, social profiles, personal interests and automatically adds it to the record.
Email + File Capture
Automatically sync emails, files and contacts in Gmail to companies in Copper - so you have the whole relationship history in one place without having to lift a finger.
Email Automation
Send targeted email series to contacts as soon as they fill out a form, reach a specific pipeline stage, or go silent for too long.
