How to Build Your Own Copper CRM

Filter and segment contacts using complex criteria.

Get enriched company data including industry and funding information.

Track competitor mentions and market insights within Copper.

Create personalized dashboards with widgets and metrics.

Monitor key deal metrics and pipeline health in real-time.

Track deals through customizable sales stages with automated workflows.

Manually configure lead scoring criteria for your business.

Track and manage sales opportunities with detailed milestones.

Visualize and manage sales pipelines with customizable stages.

Create and share best practice playbooks for sales teams.

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 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 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.

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.

Track all user actions and data changes for compliance.

Set permissions based on user roles and responsibilities.

Enable 2FA to enhance account security.

Build internal documentation and resources within Copper.

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