Be there for your clients, every step of the way

Your entire customer journey in one place

Connect with leads

Whether it's referrals, paid ads, events or organic, wherever your leads come from, Copper can collect and take immediate action. Add every lead Use our contact form for website visitors, or scan business cards at events. Email Series + Automation Respond instantly to form submissions and send welcome or follow up emails. Google Workspace Add leads, track conversations, find files or manage tasks directly in Gmail and Google Calendar. LinkedIn Research and add prospects on LinkedIn (or any website) without switching tabs.

Win deals

Know where every lead is at in your sales process and move opportunities to the next stage. Sort by value, understand the win probability, and identify slipping deals. Pipelines Make sales more visual using drag-and-drop pipelines with AI-powered flags and alerts. Pipeline automations Automatically trigger emails or reminders when you move an opportunity to the next stage. Reporting Create custom reports to project revenue, identify customer trends, view team activity, and more. Contracts & proposals Draft in Google Docs, or integrate with tools like PandaDoc, DocuSign and QuickBooks for a seamless sales process.

Deliver projects

Kick off a new project directly from a closed opportunity. Say goodbye to handoff documents, your entire team can finally live in a single tool. Project management Duplicate your closed deals into a project to handle service delivery, onboarding and more. Tasks Assign tasks and follow-ups from a centralized task lists, or within projects. Task & workflow automation Stop doing admin work. Log calls, meetings, asks and activities without lifting a finger. Collaboration Bring the whole family – sales, project managers, creatives, finance, contractors and more.

Create repeat business

Loyal customers fuel long-term success. Stay engaged, follow up with ease, and never miss an opportunity to reconnect. Feed Get a bird's-eye view of your team's activity across customer emails, projects, tasks and more. Rekindle emails Reconnect with contacts you haven't heard from in a while. Automatically. Get feedback Once a project wraps up, automatically send a follow-up email to request a review or referral. Mobile app Move relationships forward while you're on the go.