All posts

Copper news - 2 min READ

What’s new in Copper: Mobile app, pipelines and file experience enhancements

Q1 product updates are here

Copy blog url
Twitter share logoLinkedin share logoEmail to logo
Article featured image

Jessica Andrews

We’ve been hard at work over the last few months improving our overall user experience. Here are some of the highlights!

Increased Pipeline visibility & functionality

We’ve made creating and using Pipelines in Copper more intuitive.

When you create a new pipeline, you’ll be greeted by a new setup flow that will ask you to name your pipeline and stages. An animation will show you what your new Pipeline will look like once you’ve saved it.

We’ve also made some improvements to Pipelines on mobile. Not only are Pipelines now compatible in landscape mode, but you can also see more stages in your view, and reduce your need to scroll. Plus, you can drag and drop your opportunities to move them down your pipeline — saving you extra time.

In the next few months, we’ll start rolling out additional features to make your pipeline-building process even easier. Stay tuned!

Improving your file experience

We’re making it easier to work with your important files in Copper.

You can now add attachments to bulk emails you send from Copper. This means there’s no need to individually send multiple emails with the same content.

We’ve also made it easier to look at files you’ve already attached to a person, company or opportunity record. Now, when you hover over a file, you’ll be prompted to preview the file, which will open it in a new tab by default. You’ll still have the option to download the file if you need to. In addition, you now have the ability to unrelate files that are no longer relevant.

In the next few months, we’ll be introducing a way to better contextualize the documents surrounding your customers, and it’ll be worth the wait. Check back soon for more details.

Try Copper free

Instant activation, no credit card required. Give Copper a try today.

Ideo graphicMasterclass graphicSwell graphicBubbles graphic
Copper try free image

Keep Reading

All posts

Productivity - 3 min READ

Promoting employee engagement in a remote workforce

What we've learned while moving to a fully remote work model at Copper, and initiatives for effectively supporting remote employees.

Productivity - 4 min READ

Monday.com: Is it the right “CRM” for you?

Monday.com is best known as a project management tool, but it has some light CRM capabilities. 5 questions to ask before choosing it as your "CRM."

Productivity - 6 min READ

Jumpstart your new business with these tech tools

Choosing the right tech tools for entrepreneurs or small businesses doesn’t have to be overwhelming. Here’s our list of the technologies you need to thrive from the start.

Copper news - 2 min READ

Copper + Outfunnel Revenue marketing report 2022

Marketing and sales leaders are optimistic about revenue goals in 2022, but remote work arrangements and other issues challenge coordinated efforts.