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Copper Software

Name: Copper Software
Rating: 4.5 (2 reviews)

By Copper

1345 Interested

Highlights : About Copper Software

Gmail Chrome Extension

G Suite integration (Docs, Sheets, Slides, Drive, etc.)

Email templates & bulk email

Visual sales pipeline

Multiple pipelines

Automated actions

Android & iOS app

About Copper Software

Copper is the first customer relationship management (CRM) tool that lives natively in G Suite. Copper is built for managing any type of relationship across the business — from finance to marketing and sales — without ever having to leave your inbox. It’s integrated with all of Google’s tools including Docs, Sheets, Gmail and Hangouts so employees can organize their business relationships, automate tasks and follow ups and never let an opportunity slip through the cracks. Copper’s simple interface requires little-to-no on-boarding, and its ability to work behind the scenes allows business owners to focus on what they do best - run their business and provide great customer experiences.

Specifications

Business Size

Small

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Gmail Chrome Extension

G Suite integration (Docs, Sheets, Slides, Drive, etc.)

Email templates & bulk email

Visual sales pipeline

Multiple pipelines

Automated actions

Android & iOS app

Robust reporting

Auto-logging notes

300+ 3rd party integrations

Benefits

Complete 2-way Gmail integration

View all your customer and team activity directly within Gmail, such as contact information, tasks, and files

Automatic data population

Copper pulls data from the web and your emails and populates contact profiles with information and files.

Interaction tracking

Copper automatically logs emails, calendar events, and call history of calls made using Google Hangouts. Interactions are used to suggest new contacts.

Pipeline management

Get an overview of your opportunities through a visual pipeline with customizable stages, filters, and data fields.

Smart alerts and reminders

Get notified when deals are going stale, when follow-ups are overdue and when actions occur in integrated apps.

Customization and views

Use advanced and custom filters to drill into data. Customize columns, data types, and labels, and pipeline stages and fields.

Over 300 integrations

Copper's integrations include Gmail, Google Drive, Google Calendar, Google Hangouts, MailChimp, Evernote, Wufoo, Quickbooks, Basecamp, and more.

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