When sales and project teams are disconnected, handoffs get messy, work gets lost, and customers feel it. In this special Coffee With Copper session, we explored how to manage the entire customer journey—from first conversation to project delivery, right inside Copper.

Held on June 24, the session focused on project management in Copper. We walked through our latest enhancements, revisited powerful features that teams may have missed, and demonstrated how Sales and PMs can stay aligned every step of the way. Whether attendees were onboarding clients, running implementation projects, or delivering long-term work, they saw how Copper helps manage it all - without losing context or jumping between tools.

If your team’s work has ever felt scattered or your handoffs needed help, this session offered practical ways to bring it all together.