Copper software is designed to help organizations track and manage sales with ease. The tool also helps establish customer relations and ensures smooth data entry. The software is highly rated and has many positive reviews from satisfied clients.
The task management feature helps business owners name their tasks, select the due date, add a reminder, and attach tags to each task. Additionally, it offers a search bar that makes it easy to navigate individual tasks.
Workflow automation is the process of identifying tasks performed by employees in an organization and automating them through the use of tools, apps, and technology. This feature saves time and reduces the chance of human error. Copper offers several automation tools, such as trigger events and task automation.
The Task automation feature creates tasks based on different triggers.
Copper has CRM reporting that helps businesses to make strategic decisions and tactical changes where necessary. Reporting includes insights on deals won, pipeline progress, sales funnel, and sales forecasting. One advantage of Copper reports is that they can be customized depending on the data and presented differently.
Deal Activity Feed
Deal activity feed tracks the activity of each prospective deal and gives greater visibility into which sales activities give a company the greatest return.
This feature assigns a numerical value to a lead, then calculates the probability of that lead becoming a paying customer. Lead scoring enables sales representatives to spend more time on paying customers.
Copper has key security features, such as single sign-in, to ensure that your company’s data is safe.
Contact management is crucial in capturing a lead’s information. This feature does the following:
Creates contact profiles that are easy to use and customize
Has a contact storage that is organized and easy to navigate
Has a contact activity feed that tracks the contact’s activity. This is instrumental in the sales process. It also reduces the chance of losing a lead.
Pipelines allow a business to track the progress of potential customers. Copper’s pipelines are customizable to align with the company’s sales funnels. Moreover, one can add as many pipelines as one desires.
Copper offers various integrations that expand its CRM functionality. These integrations include Google Workspace, Facebook, LinkedIn, and Twitter.
Copper offers an email marketing channel that ensures consistent communication with prospective customers. The email marketing feature has an editor that allows one to send emails chronologically and even attach images. It can also create templates for emails sent frequently.
$ 25 / Month • 2,500 contact limit • Google workspace integration • Sale pipeline • Team collaboration • Contact enrichment
$ 59 / Month • 15,000 contact limit • Workflow automation • Bulk email and templates • Reporting • Integration with other tools
$ 119 / Month
Email sequences and drip campaigns
Linked in integration plus everything in the other pricing plans
Copper has data integrations and automated task management tools that enhance the workflow.
Increases Sales Productivity
This platform uses lead, contact, and visual pipeline features to provide insight into potential business ventures.
Visibility of Business Operations
Copper has tools that provide a business with a complete visual of operations and feedback regarding where to improve. Additionally, it has timed notifications that remind employees of essential tasks.
Copper integrates with multiple devices and platforms, thus covering a lot of ground regarding communication.
Easy to Integrate with Other Business Systems