Copper CRM 5.46.0

Copper CRM provides a comprehensive solution for managing client relationships, from initial lead engagement to project delivery and client retention. Designed specifically for Google Workspace, it seamlessly integrates contact data and email correspondence, bolstering productivity with tailored tools.

This platform facilitates the management of the entire sales process and project workflows through visual pipelines, accessible directly from mobile devices, allowing flexibility and mobility in business operations.

➤ A complimentary 14-day trial of Copper CRM is available, with no credit card required.

➤ The Copper app for Android serves as a convenient companion to the web application.

Highlights:

• CRM for Google: Syncs with Gmail, Contacts, Calendar, Docs, Sheets, Slides, and Google Drive.
• Comprehensive access to customer data, including call logs, text messages, and meeting notes for thorough interaction tracking.
• Visual pipeline management for opportunities and projects. Easily sort, filter, and monitor updates to ensure progress in deals and tasks.
• Facilitates the addition of new contacts by scanning business cards at events.
• Enables hands-free logging of activities and notes through voice commands, eliminating the need for manual entry.

Features & Benefits:

• Native G Suite Integration: Copper CRM is fully integrated with Google Workspace, allowing users to operate within familiar applications such as Gmail, Google Calendar, and Google Drive.
• Automated Workflows: Streamlines processes by capturing website form submissions and ensuring prompt responses to initiate meetings. Automated follow-up emails are triggered when opportunities or projects advance in status.
• Insights across the entire customer journey: Offers sophisticated reporting tools, dashboards, project management features, and customizable pipelines for real-time analytics that empower effective client project delivery.
• Rapid Setup: Initiate by connecting team Gmail accounts; Copper subsequently imports existing contact information and email conversations efficiently.
• Integration with Existing Tools: Robust integrations enhance the platform's functionality by incorporating additional customer information from already-utilized tools.