Copper

Rewrite emails using AI assistance

Generate email templates using AI

AI-powered suggestions for contacts and teammates

Import and export data for system administration

Support multiple currencies for international business

Authenticate using Google credentials

Implement single sign-on using Okta

Manage user roles and permissions

Once a project wraps up, automatically send a follow-up email to request a review or referral

Automatically trigger emails or reminders when you move an opportunity to the next stage

Log calls, meetings, asks and activities without lifting a finger

Create custom workflows for task automation

Get a bird's-eye view of your team's activity across customer emails, projects, tasks and more

View all team activity in one centralized feed

Bring the whole family - sales, project managers, creatives, finance, contractors and more

Log SMS automatically so every interaction is tracked and accounts are always up to date

Create your own labels, tags, owners, and more so everyone has context and everything stays organized

Remove Copper branding from forms

Enrich contact data with additional information

Draft in Google Docs, or integrate with tools like PandaDoc, DocuSign and QuickBooks for a seamless sales process

Upload and attach files directly to records

Scan business cards at events to add leads

Create and customize web forms for lead capture

Use contact forms for website visitors to add leads

Move relationships forward while you're on the go with iOS & Android applications

Log and manage notes, activities and tasks within the system

Set and manage reminders for follow-ups and tasks

Create and customize project pipelines for service delivery

Duplicate your closed deals into a project to handle service delivery, onboarding and more

Pre-built templates for common project processes

Generate reports on team activity

Create fully customized reports

Generate reports on sales pipeline performance

Create custom reports to project revenue, identify customer trends, view team activity, and more

Track and forecast revenue

Create and customize sales pipelines for your team

Manage and track sales deals and opportunities

Pre-built templates for common sales processes

Make sales more visual using drag-and-drop pipelines with AI-powered flags and alerts

Get personalized onboarding assistance

Priority support access for premium tiers

Assign tasks and follow-ups from centralized task lists, or within projects

Pre-built templates for AI email responses, pipelines, and forms to save time