If you were an agency or consultant, you knew that leads didn’t just manage themselves (if only!). That’s why we spilled the beans on how to track, organize, and convert leads more efficiently using Copper.

During the session on April 3, 2025, at 11AM PT / 2PM ET, we showcased all the Copper features that helped move leads from start to finish—from the first spark of interest all the way to closing the deal. Attendees saw how CRX automatically tracked and managed leads, keeping everything organized. We also demonstrated how the Business Card Scanner turned networking hustle into usable lead data (no more lost info). Plus, we walked through how forms captured leads directly from websites and synced them seamlessly with Copper, ensuring no opportunity fell through the cracks.

And because we knew our audience loved a good pro tip, we wrapped up with best practices on personalizing outreach, automating workflows, and setting up alerts to ensure quick responses and smooth lead management from beginning to end. We also hosted a live Q&A, answering attendees' questions in real time.

☕ We hope you grabbed your coffee and joined us for a session that made lead management easier—and maybe even a little fun!