automate your process
Take the busywork out
of your day.
Stop doing repetitive admin work. Copper’s automations take care of tasks like logging calls, meetings, tasks, and activities.
Get more done—by doing less.
Spend your time on the tasks in your selling
process that are actually valuable.
WORKFLOW AUTOMATION
You set the rules, we’ll do the rest.
Smart workflows allow you to set the rules that tell Copper to do tasks for you. From automatically creating tasks, to updating contact profiles or changing deal statuses, all you have to do is choose a trigger, and Copper will do the rest.
EMAIL AUTOMATION
More personalized emails, less effort.
Improve the quality of your email communications, faster, with ready-to-use email templates to answer frequent questions, greet new customers, or promote your service. Save more time by automating nurture sequences and follow-up communications so that you can catch hot leads before they go cold and send your customers the love they deserve.
- Access email templates right from Gmail
- Use shared email templates across your team for consistency
- Send emails with a personalized message to multiple recipients with merge fields
- Automate all your key customer communications based on CRM status, website intent signals, email behavior and more
Success Story
Thanks to Copper, I haveOlga AvramescuStorm Ventures
a lot more time to focus on high-value work
GOOGLE CALENDAR INTEGRATION
Copper even books meetings for you.
Stop emailing back and forth when setting up a meeting. Just send a link to your calendar with your availability and let your contact choose a time.
Let Copper do the busywork.
Workflow Automation
Copper automatically assigns time-based tasks to you when leads are entered or updated.
Recurring Tasks
Create one recurring task, tell it how often to reoccur, and set a reminder relative to the task if you want a heads up when it approaches.
Alerts + Notifications
Copper sends you real-time notifications that indicate when leads or contacts need your attention.
Email Templates
Stop writing emails from scratch. Use prebuilt emails to answer frequent questions, greet new customers, or promote your service.
Suggested Contacts
Copper scrapes your email history to suggest new leads and contacts to add to the system.
Task Automation
When you update an opportunity from one stage to the next you can automatically trigger the next set of actions in Copper.
Auto-enrich records
Copper scrapes the internet for contact information, social profiles, personal interests and automatically adds it to the record.
Email Capture
Automatically sync emails and contacts in Gmail to companies in Copper—so you have the whole history in one place without having to lift a finger.
Meeting scheduler
Send a meeting request and provide your availability right from Copper.
Now you can do the work that matters.
Start your 14-day free trial today.
