Copper CRM

What is Copper CRM?

Copper CRM is a relationship-focused customer management solution designed to work seamlessly with Google Workspace. Instead of forcing teams to toggle between Gmail, Calendar and a separate database, Copper acts as an extension of existing tools. Contacts can be captured directly from web forms, scanned business cards or Gmail messages. A Chrome extension suggests new contacts as they appear in your mailbox or calendar. Copper’s AI enrichment captures telephone numbers, email addresses and social profiles automatically, so you do not have to type them manually. Custom fields and tags allow you to organise every relationship, and a real-time activity feed displays every interaction with a contact.

Benefits

• Spend less time on administration: AI enrichment and smart suggestions minimise data entry and keep profiles up to date.
• Work where you already work: Copper is embedded in Gmail and Google Calendar, allowing users to add leads, update opportunities or send sequences without leaving their inbox.
• Centralise relationships: All emails, files and notes stay connected to contacts and deals, eliminating the need for multiple databases and spreadsheets.
• Scale your sales process: Visual pipelines, automations and reports help teams focus on the right opportunities and replicate best practices across the organisation.
• Collaborate effortlessly: Assign tasks, track projects and share activity feeds so everyone stays aligned on customer status.

Highlights & Features

• Contact and lead capture – build contact forms with custom fields to capture leads from your website, scan business cards on the mobile app, and use the Chrome extension to add contacts from Gmail and LinkedIn.
• AI-powered enrichment – Copper automatically enriches new records with phone numbers, email addresses and social media profiles, saving hours of manual research.
• Customisable pipelines – visual pipelines let you track deals and projects; flags highlight opportunities needing attention; templates make it easy to set up new pipelines; and reports provide insights into win rates.
• Task and project management – assign tasks to team members, set due dates and convert closed deals into projects for seamless delivery. Integrated calendars and automations ensure nothing falls through the cracks.
• Email sequences and automations – build personalised email series, schedule follow-ups and trigger automations based on pipeline stages or inactivity. An AI writing assistant helps refine subject lines and content, while metrics show when recipients open or click.
• Activity feed and notifications – see every email, call and meeting in one place. Favourite important accounts to receive instant updates and monitor email clicks so you can follow up promptly.
• Integrations – connect Copper to Mailchimp, phone systems and other tools to sync data automatically. Export data to Google Sheets and Looker Studio, and use the open API to build custom integrations.
• Mobile CRM – log calls, SMS and voice notes on the go; scan business cards; view pipelines and tasks; and receive real-time push notifications via the iOS and Android apps.
• Multi-language and multi-currency support – each user can choose English, Spanish, French, German or Dutch for their interface, and deals can be tracked in more than 165 currencies.
• Security and permissions – define team permissions to control who can view, create or edit records; Copper hosts your data securely in the cloud and handles updates and backups for you.