New! Pipeline email automations
Take the busywork out of your day.
You set the rules, Copper does the rest. With smart automations that log calls, attach docs, schedule tasks, and even nurture leads.
Copper is trusted by 30,000+
companies of all sizes
Take manual work out of your day.
Email automations
Effortlessly build relationships with automation that connects, follows up, and re-engages quiet contacts.
Workflow automations
Move your closed deals into a project to handle service delivery, onboarding, partnerships and more.
Task automations
Assign tasks and follow-ups from a centralized task lists, or within projects.
"Copper’s automation features have completely changed the game for us. Follow-ups, tasks, even email outreach—it all runs on autopilot."
Alex B.
Sales Manager
Know what's next. Automate the rest.
Speed to lead
From form fill to opportunity
Add a Copper form to your website to capture new leads, automatically send them a personalized follow-up email, and create a new sales opportunity.
Task automation
What's next? Your next task is already queued up
Use task automation to create tasks based on your team's repeating work, so you never forget to take the next step.
Calculations
Let Copper do the math
Create automations that calculate profits, commissions, and more. Feed the right metrics into Copper's reporting suite for more visibility.
Rekindle emails
Automated follow-ups that feel one-on-one
Set up automatic friendly follow-ups that keeps leads warm. Copper sends gentle nudges that feel personal, not pushy.
"Copper fits the way we work — it’s not overly complicated, but it’s powerful enough to manage everything from first contact to project delivery."
Learn how Kontent Partners uses Copper
All that and more.
Copper is purpose-built to help relationship-focused businesses manage their entire customer journey.
Recurring tasks
Create a recurring task, set the frequency, and get reminders as it approaches.
Pipeline flags
Spot bottlenecks and surface high-value opportunities that need your attention.
Email & file capture
Effortlessly sync Gmail emails, files, and contacts to Copper, keeping your full relationship history in one place.
Auto-enriched profiles
Copper automatically enriches contact profiles with up-to-date company information, social profiles, and more.
Suggested contacts
Copper scrapes your email history to suggest new leads and contacts to add to the system.
Email automation
Send targeted email series to contacts when they fill out a form, reach a pipeline stage, or go silent too long.
Meet the folks who chose Copper.
More happy customers
"It integrates with Google Drive and Slack perfectly, meaning we can automate what was previously a gamut of annoying manual tasks."
Chris A
"I love the automation. It's been a helpful tool in setting reminders and making sure I am following up with contacts."
Jane D
"I LOVE Copper. It holds all the information we need to take care of clients seamlessly through the whole process."
Pamela N
"Copper is a great tool. It has been an amazing resource for organizing clients, projects, tasks, emails, much more."
John S
"It adds to our daily routine workflow for communication and almost makes CRM automatic."
Sherry Z
"Copper CRM piggy backs right on top of Gmail in a seamless way."
Jeff L.
"Copper is a great tool. It has been an amazing resource for organizing clients, projects, tasks, emails, much more."
John S
"I LOVE Copper. It holds all the information we need to take care of clients seamlessly through the whole process."
Pamela N
"Copper CRM piggy backs right on top of Gmail in a seamless way."
Jeff L.
"It adds to our daily routine workflow for communication and almost makes CRM automatic."
Sherry Z
"I love the automation. It's been a helpful tool in setting reminders and making sure I am following up with contacts."
Jane D
"It integrates with Google Drive and Slack perfectly, meaning we can automate what was previously a gamut of annoying manual tasks."
Chris A
Get started for free.
Take Copper for a spin first. Pay and add your team later.
Free 14-day trial
Instant activation
