Jemicah Marasigan
Content Marketing Manager
If you’re looking to keep your business organized and running smoothly—whether it’s in sales, marketing, onboarding, or beyond—having the right workflows in place is important. That’s where Copper CRM comes in. Our Pipelines are designed to help you manage everything effortlessly, providing a clear, visual way to track tasks, monitor progress, and ensure nothing gets missed. It’s like having a bird’s-eye view of your entire process, making it easy to identify bottlenecks, prioritize what matters most, and keep your team working together seamlessly.
We know that efficient workflows are at the heart of any successful business, which is why we’ve completely revamped our Pipeline view.
But, these changes aren’t just about aesthetics — they’re about making it possible to manage your entire end-to-end customer journey in one place. Whether you’re already familiar with CRM and project management systems or just starting to explore your options, our updated Pipeline view is built to help you streamline your processes, increase your productivity, and ultimately, help you achieve heightened success.
Ready to see how Copper can transform your workflows? Let’s dive in and explore the possibilities.
1. Centralize deal, project and task management in one place
In most CRMs, your tasks are buried inside your opportunities, meaning you have to click in and out of your pipeline to figure out what to do next.
With Copper, we’ve brought tasks and due dates directly to your opportunity cards, so you can prioritize what’s most important.
Here’s how to use it in your Pipelines:
Expand and collapse tasks on demand: Only see the tasks you need when you need them, helping you stay focused and organized as you follow up with leads or manage projects.
Track deadlines with due dates and statuses: With due dates and status indicators right on your cards, you’ll always know what’s next and what’s most urgent without having to flip between screens.
2. Customize your Pipeline with your most important fields
No two businesses are alike, which is why CRM customization is important. That’s why Copper now lets you:
Easily add your custom fields to opportunities: You can directly include your custom fields on your cards to easily see your company’s most important information.
Personalize labels for a seamless experience: Customize the display labels on your opportunities to make things easy to read and understand.
Arrange fields to suit your needs: Simply drag and drop to rearrange or remove fields, and now, support for almost any field is included. You can even create calculated fields, giving you the flexibility to display the most critical data for your workflow.
3. Get instant insights with flags and drill down features
Making quick, informed decisions is crucial in CRM, and our new insight chips and infinite drill down make it easier than ever to stay on top of your game.
Here’s how to gain clarity fast
Spot important metrics instantly with flags: Our new card flags allow you to quickly identify high-value deals or slipping opportunities directly on your cards. Prioritizing your next steps has never been easier.
Explore details without breaking your flow: With infinite drilldown, you can dive deep into deal specifics without leaving your pipeline. Click on a contact name, a company, or a specific task associated with a deal, and access all the relevant details within the sidebar pop-up. Review all necessary information in context, helping you make faster, more informed decisions.
4. Stay organized with customizable Pipelines and automation
Keeping your processes organized is important, and our enhanced Board View tools are designed to help you do just that with maximum efficiency. With extensive customization options and powerful automation features, you can tailor your workflows—whether they’re for sales or non-sales processes—to your exact needs and ensure that your team is always on the same page.
Automate your workflows: Copper’s automation features not only save time but ensure consistency and accuracy across all your processes. Imagine this: as soon as a new deal is added to your pipeline, Copper can automatically trigger a series of actions. It can create a task for your sales rep to send a welcome email, set a reminder for a project kick-off call, or move the deal to the next stage once certain criteria are met. These automated workflows reduce the risk of human error, making sure no step is missed and keeping your team aligned.
Email automation features: Soon, we’ll expand our new email automation capabilities to pipelines. You’ll be able to utilize pipeline email automations, add custom merge fields to email templates, and enable link click tracking. This will allow you to automate personalized outreach emails at each stage of your sales or project process and follow up when opportunities stall—gaining insights into customer engagement and improving your workflow efficiency.
Board view statuses: Stay on top of your pipeline’s progress with new visual statuses that clearly show which deals have been won, lost, or abandoned. Along with these clear visual cues, you can access detailed Won/Lost/Abandoned modals for a more in-depth view of closed deals, helping you analyze outcomes and guide future decision-making.
This means you'll be able to send personalized emails at every stage and easily gain insights into customer engagement!
5. A fresh new design
We know that a smooth, intuitive interface can make all the difference in your day-to-day work. That’s why we didn’t just stop at functionality: we gave our Pipelines a whole new look to make your workflow not only efficient but enjoyable. With a clean, modern design, navigating through your tasks, projects and deals feels effortless, so you can focus on what really matters.
Whether you’re dragging and dropping cards, exploring opportunities in detail, or checking out your latest insights, everything is designed to feel smoother and more user-friendly. We’ve even added helpful tooltips to guide you along the way, so you’ll always know you’re getting the most out of Copper while building the Pipelines that work for you.
It’s not just about getting things done—it’s about making the whole process more engaging, productive, and maybe even a little fun!
Elevate your CRM workflow with Copper
We’re here to offer solutions that help you work smarter and more effectively. Ready to elevate your CRM workflow? Experience the benefits firsthand. Try Copper now for 14 days for free!
