all our CRM features
Explore all our CRM features
Depending on the size of your business, our CRM solution has the features to fit your needs. From marketing automation and nurturing, to lead management or a customer relationship [CRM] tool, we've got you covered.
Filter by Plan
Sales Management
business
Leaderboard
Spark friendly competition with sales leaderboards that show who the top performers are by revenue, meetings set, calls made, and emails sent.
All Plans
Sales Management
Sales management tools, automation, and insights that grow your business.
Professional + Business plan
Sales Workflow
Automate tedious and repetitive sales tasks with sales workflow to drive efficiency throughout your sales process.
business
Multiple Currency
Record, report and manage opportunities in multiple currencies and get real time currency conversions.
Account & Contact Management
starter
Contact Type
Manage, engage and nurture your contacts better by customizing Contact Types to categorize your business relationships.
starter
Account Management
Track and manage the companies you're engaged with full account history and a 360° view.
starter
Auto-enrich Profiles
Copper scrapes the internet for contact and company information, social profiles, and automatically adds it to contact profiles.
starter
Tag Feature
Use tags to segment your contacts for additional tracking capabilities and added context on accounts.
starter
Mobile Business Card Scanner
Capture your connections on the go with Copper’s mobile business card scanner. From events to client meetings, turn business cards into new, budding relationships in seconds and pick up right where you left off in Copper.
starter
Favorite Feature
Follow accounts to get notified when updates and changes are made.
Communications & Marketing
starter
Automatic Email Capture
Automatically sync emails and contacts in Gmail to companies in Copper.
Professional + Business plan
Email Open Tracking
Easily monitor activity, stay engaged with hot prospects, and turn more leads into customers—right from Gmail.
Professional + Business plan
Email Templates
Pre-built email templates in the CRM platform will increase functionality, and save you hours of writing repetitive emails for marketing, project management, and customer engagement.
Professional + Business plan
Bulk Email
Standardized email templates with merge tags to send one personalized message to multiple recipients at once.
business
Email Sequences & Drip Campaigns
Save more time by enrolling your contacts in automated nurture sequences and follow-up communications.
business
Web Tracking & Lead Scoring
Learn what your prospects are looking at on your website, then collect their contact information through web form integrations. Highlight which prospects are most likely to convert based on past activity.
Collaboration & Automation
starter
Activity Feed
Real-time feed of all interactions and activities related to contacts, accounts and deals in one place.
All Plans
Task Automation
Automatically generate tasks for commonly occurring or repetitive actions
Professional + Business plan
Workflow Automation
Setup processes to automate in Copper based on criteria that trigger a set of actions.
starter
Automatic Data Capture
Copper automatically finds new leads and populates full contact details, so you can add them in one click.
starter
@mention
Ping teammates when you need their help on a deal or want keep them in the loop on an account.
starter
Mobile Apps
Receive notifications on new activity, ping your team, and update opportunities all on the go with the iOS and Android apps.
Customizability
starter
Custom Fields
Add fields to track business specific details so you can better manage and report on accounts. Starter= 10 fields, Basic = 25 fields, Professional = Unlimited fields, Business = Unlimited fields.
starter
Custom Views
Build and save pre-filtered lists of leads, contacts, companies or opportunities for a quick view into segment details that matter to you.
starter
Custom Activities
Set up custom activity types to organize sales activities—calls, meetings, presentations, to-dos and more.
starter
Language
View information in Copper in your preferred language —English, Spanish, French, German, Dutch, or Italian.
starter
Alerts
Set preferences to receive real-time alerts that indicate when leads, accounts or deals need attention and deliver updated information about a CRM solution, sales pipeline, and progress of the CRM software.
Integrations
Professional + Business plan
Google Sheets
Turn data, such as customer data and social media marketing, into actionable insights with our Custom Report Builder that connects directly to Google Sheets.
Professional + Business plan
Google Data Studio
Build and share reports with data from multiple sources with our Google Data Studio integration.
Professional + Business plan
Native Integrations
One-click integration to other common business applications built and supported by Copper.
Professional + Business plan
Open API
Access and build your own integrations that interact with Copper via the Open API.
business
Embedded Integrations
Seamlessly access other business apps directly from Copper via custom development to provide additional context.
Security & Controls
Professional + Business plan
Team Permissions
Give users access to the information they need to do their job and restrict access to records and reports using team permissions.
starter
Required Fields
Fields that contain business specific information can be required when any record is created.
Professional + Business plan
Record Visibility
Select which leads, people, companies and opportunities each person has access to on a record level.
Professional + Business plan
Read-only Fields
Restrict fields from being edited by setting a field to 'Read Only' so users can see the value but cannot change that value.
business
SAML-based SSO
Make it easier to sign into Copper and ensure that only authorized users get access to sensitive data with SAML-based single sign-on.
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