all our CRM features

Explore all our CRM features

Filter by Plan

Sales Management

business

Leaderboard

Spark friendly competition with sales leaderboards that show who the top performers are by revenue, meetings set, calls made, and emails sent.

All Plans

Sales Dashboards

View critical sales insights with a set of dashboards that keep a pulse on sales opportunities.

business

Goal Tracking

See how your sales number is tracking, and where you’re going to end the quarter against your goal.

business

Multiple Currency

Record, report and manage opportunities in multiple currencies and get real time currency conversions.


Account & Contact Management

All Plans

Contact Type

Manage, engage and nurture your contacts better by customizing Contact Types to categorize your business relationships.

All Plans

Account Management

Track and manage the companies you're engaged with full account history and a 360° view.

All Plans

Auto-enrich Profiles

Copper scrapes the internet for contact and company information, social profiles, and automatically adds it to contact profiles.

All Plans

Favorite Feature

Follow accounts to get notified when updates and changes are made.

All Plans

Tag Feature

Use tags to segment your contacts for additional tracking capabilities and added context on accounts.


Email, Task & Calendar Management

All Plans

Automatic Email Capture

Automatically sync emails and contacts in Gmail to companies in Copper.

All Plans

Bulk Email

Standardised email templates with merge tags to send one personalised message to multiple recipients at once.

All Plans

Calendar Management

Schedule and manage your meetings from Copper with Google Calendar integration and powerful scheduling tool.


Collaboration & Automation

All Plans

Activity Feed

Real-time feed of all interactions and activities related to contacts, accounts and deals in one place.

All Plans

Automatic Data Capture

Copper automatically finds new leads and populates full contact details, so you can add them in one click.

All Plans

@Mention

Ping teammates when you need their help on a deal or want keep them in the loop on an account.

All Plans

Project Management

Track project details from end to end to collaborate seamlessly and deliver work on time.

All Plans

Mobile Apps

Receive notifications on new activity, ping your team, and update opportunities all on the go with the iOS and Android apps.


Customizability

All Plans

Custom Fields

Add fields to track business specific details so you can better manage and report on accounts.

All Plans

Custom Views

Build and save pre-filtered lists of leads, contacts, companies or opportunities for a quick view into segment details that matter to you.

All Plans

Custom Activities

Set up custom activity types to organize sales activities—calls, meetings, presentations, to-dos and more.

All Plans

Language

View information in Copper in your preferred language —English, Spanish, French, German, Dutch, or Italian.

All Plans

Alerts

Set preferences to receive real-time alerts that indicate when leads, accounts or deals need attention and deliver updated information.


Integrations

All Plans

Microsoft Office 365

Native integration with Office 365 syncs emails from Outlook automatically and syncs meetings in Outlook Calendar to Copper—and vice versa.

Professional + Business plan

Google Data Studio

Build and share reports with data from multiple sources with our Google Data Studio integration.

Professional + Business plan

Open API

Access and build your own integrations that interact with Copper via the Open API.

Professional + Business plan

Tray.io Integrations

Create complex workflows to ensure data is flowing exactly where it needs to and applications talk to each other.

business

Embedded Integrations

Seamlessly access other business apps directly from Copper via custom development to provide additional context.


Security & Controls

Professional + Business plan

Team Permissions

Give users access to the information they need to do their job and restrict access to records and reports using team permissions.

All Plans

Required Fields

Fields that contain business specific information can be required when any record is created.

Professional + Business plan

Record Visibility

Select which leads, people, companies and opportunities each person has access to on a record level.

Professional + Business plan

Read-only Fields

Restrict fields from being edited by setting a field to 'Read Only' so users can see the value but cannot change that value.

business

SAML-based SSO

Make it easier to sign into Copper and ensure that only authorized users get access to sensitive data with SAML-based single sign-on.

business

User Provisioning

Simplify provisioning and deprovisioning user identities across all your cloud-based applications including Copper.

GOODBYE DATA ENTRY

Hello Copper.
Try it free!

No credit card required. Start your 14-day free trial today.