Sales workflow software

Looking for a way to automate tedious and repetitive sales tasks? Use Copper’s sales workflow software to drive efficiency throughout your sales process.

  • Simplify complex sales processes
  • Eliminate time-consuming admin tasks
  • Spend more time growing your business
Sales Workflow Featured Image

Copper Opportunities Workflow

Streamline next steps on opportunities.

Know exactly what you have to conquer next in the deal process. Copper helps you save time and increase productivity with smart workflows that set automated tasks for any opportunity in any stage. From automatically assigning owners to setting task reminders and due dates, you can be sure that you’re always taking the next best actions on a deal.

Deal Last Contacted Date

Never let a deal go stale.

Copper helps you stay on top of inactive opportunities so you can effortlessly keep deals from going off track. Just set up a workflow that looks for deals that have been stuck in a certain stage or status for a defined amount of time, and set automated reminders and due dates to trigger an action (like following up with an email or call). Now, reps can manage their pipeline seamlessly and not worry about deals falling through the cracks.

Never Miss A Follow Up

Never miss a follow-up or action item.

Copper has relative reminders that remind you of upcoming events, calls, and tasks so you’re prompted to take action when you need to—without having to remember on your own. Just set a notification 30 minutes, 1 hour, 1 day, 1 week, or any amount of time before the task is due to be reminded of it. With automated reminders like these, you can easily stay on top of your to-do list.

Success story
University Michigan Copper Testimonial
Copper made it easy to bring all the data together efficiently particularly for reporting and setting up automated workflows that solved a lot of our problems.
Shane RedmanData Project Manager, University of Michigan

Automate sales busywork and finally find time for the work that matters.

Test-drive our sales workflow tools for free!