Copper CRM

Generate email suggestions and responses using artificial intelligence.

Automatically score leads based on engagement and behavior patterns.

Analyze call and email conversations for insights and coaching.

Automatically log calls, emails, and meetings without manual entry.

Automatically record and transcribe meeting notes.

Create automated email and task sequences for nurturing leads.

Create automated workflows to eliminate repetitive tasks.

Build internal documentation and resources within Copper.

Share notes, comments, and updates with team members in real-time.

Use pre-built email templates to streamline communications.

Centralized database for managing contacts, companies, and relationships.

Create custom fields to track industry-specific data points.

View historical changes to contacts and deals over time.

Access Copper CRM on iOS and Android devices.

View all interactions with a contact in a unified timeline.

Automatically identify and merge duplicate contacts and companies.

Build custom integrations using Copper's REST API.

Synchronize Google Calendar to track availability and schedule meetings.

Import and export data in CSV and other formats.

Sync emails and attachments directly from Gmail into Copper CRM.

Create web forms to capture leads directly into Copper.

Perform bulk operations on multiple contacts or deals at once.

Create, assign, and track tasks with reminders and due dates.

Track all user actions and data changes for compliance.

Set permissions based on user roles and responsibilities.

Enable 2FA to enhance account security.