Pipelines to Projects
Beyond the close
Unlike other CRMs, Copper tracks sales, post-sales, and beyond. Close a deal and transition your customer into project delivery or onboarding.
New! Pipeline email automations
Make sales more visual
With Copper, you never have to worry that you're leaving money on the table. Know where every lead is at in your sales process.
Copper is trusted by 30,000+
companies of all sizes
Stay on top of every deal, always
Sales Pipelines
Personalize sales with custom fields, gain insights into deal length and inactivity, and easily identify top opportunities.
Pipeline automations
Automatically trigger emails or reminders when you move an opportunity to the next stage.
Tasks & next steps
View tasks and due dates on each card so you know the next steps in your sales funnel.
There are many pipeline tools out there, but with Copper, it’s the ability to internally link information, people, and content that is really unique where you can strategically analyze everything from different views.
Kevin Holtzman
Perceptual Intelligence
For sales tracking and beyond
Pipeline Reports
Analyze & optimize
Create custom reports to understand sales pipeline metrics, project revenue, view team activity, and more.
Automate
Automate follow ups and tasks
Create tasks or send emails as you move opportunities and projects to the next stage in your pipeline.
Visibility
Get instant insights with flags and drill-down features.
Spot deals needing attention fast, and dive into details. Improve conversion rates and keep your sales funnel moving.
Being able to see my sales pipeline is a game changer! The biggest benefit is knowing the health of my business at a glance, every single day.
All that and more
Copper is purpose-built to help relationship-focused businesses manage their entire customer journey.
Try Copper free
Pipeline Flags
Spot bottlenecks and surface high-value opportunities that need your attention.
Alerts & Notifications
Copper sends you real-time notifications that indicate when leads or contacts need your attention.
Workflow Automations
Let Copper automatically assign time-based tasks to teammates when opportunities are updated.
Activity Feed
Get an instant, live feed of everything happening with your contacts and accounts.
Pipeline Templates
Not sure where to start? Use one of our templates and customize a sales process that works for you.
Custom Fields
Add custom fields to records and cards to record special details that you can use to build better relationships.
Connect the tools you’re already using
All your essential apps
Copper's powerful integrations seamlessly connect with your favorite tools, unlocking a whole new level of functionality.
Learn more →
Parallax
Identify resources needed for upcoming projects with Parallax.
Docusign
Send proposals and contracts to your deals directly from Copper.
Meet the folks who chose Copper
The Gmail integration is my favorite Copper feature. It makes it easy to add new leads, people, etc... I also love the task tool and how it integrates with Gmail and Calendar.
Atira R.
As a small business I love that Copper can keep my emails and tasks organized. The large CRM platforms were too much. As my day is all email, Copper is just what I need.
Liane C.
Great CRM for Gmail users. Copper's unique angle is that it is tightly integrated with Gmail - so as you're emailing contacts, you can easily add those people and opportunities into your CRM. This makes it very easy to use which saves a lot of time and makes CRM updates less of a chore.
Andrew W.
I love the fact that it integrates perfectly with Google Workspace. This has been an amazing experience for me since I’m always using Gmail, Drive, and Calendar.
Otisa E.
Copper CRM piggy backs right on top of Gmail in a seamless way.
Jeff L.
I love the Google plugin. My business uses Google Workspace for just about everything we do, and the Copper + Google Workspace integration is fantastic.
Daniel K.
The Gmail integration is my favorite Copper feature. It makes it easy to add new leads, people, etc... I also love the task tool and how it integrates with Gmail and Calendar.
Atira R.
As a small business I love that Copper can keep my emails and tasks organized. The large CRM platforms were too much. As my day is all email, Copper is just what I need.
Liane C.
Great CRM for Gmail users. Copper's unique angle is that it is tightly integrated with Gmail - so as you're emailing contacts, you can easily add those people and opportunities into your CRM. This makes it very easy to use which saves a lot of time and makes CRM updates less of a chore.
Andrew W.
I love the fact that it integrates perfectly with Google Workspace. This has been an amazing experience for me since I’m always using Gmail, Drive, and Calendar.
Otisa E.
Copper CRM piggy backs right on top of Gmail in a seamless way.
Jeff L.
I love the Google plugin. My business uses Google Workspace for just about everything we do, and the Copper + Google Workspace integration is fantastic.
Daniel K.
Get started for free
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