Task monitoring software
Managing your to-do list with Copper is simple: leave your task management and busy work to us, and focus on your relationships instead.
- Prioritize, manage, and assign tasks with ease
- Create and assign time-based tasks
- Remove manual data entry from task management
Your to-do list simplified, automatically.
Copper automatically creates and assigns tasks when changes are made to a record or if too much time has gone by without activity. It’s like having your own personal assistant: Copper reminds you to send a welcome email when a person is converted to acustomer, make a phone call each time an opportunity moves stages, and more.
Let’s streamline the way you log tasks.
When you mark a task complete, you have the option to immediately log the activity with one click in Copper. All tasks that you complete and log as activities will show up in the activity log for the task-related record and on the “activity by user” report. It’s so easy to make sure your activities are being recorded, you’ll look like a super-productive machine.
Set yourself up for task success with relative reminders.
Relative reminders allow you to set alerts about tasks that are coming up so you’re prompted to take action when you need to. 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.
Account owners are reminded to complete a specific set of tasks for each stage of the opportunity as soon as they advance a deal. Before, it was just too chaotic and easy to forget about things because we weren’t consistently tracking each stage of the process.Jillian WoltzSales Coordinator, Jeni’s Ice Cream
Managing sales tasks has never been easier.
Test-drive our task management tools for free!