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What is Copper?
Copper CRM is a comprehensive cloud-based software designed to help businesses manage their sales and customer relationships more efficiently. Formerly known as ProsperWorks, the software is built to integrate seamlessly with Google’s G Suite, making it an excellent choice for businesses that rely heavily on Google’s suite of productivity tools.
With features like lead and opportunity management, sales forecasting, email tracking, pipeline management, contact management, and reporting, Copper CRM provides businesses with robust tools to manage their sales process effectively.
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Software Features
Contact Management
The CRM lets you manage all your contacts in one place. You can add, edit, assign contacts to sales reps, and track all communication.
Lead & Opportunity Management
With Copper CRM, you can track and prioritize leads in your sales pipeline by assigning them to team members and setting follow-up reminders.
Sales Forecasting
Copper CRM lets you forecast sales based on historical data and current trends, track progress, and adjust strategies to meet targets.
Email Tracking
Copper CRM tracks all emails to and from your contacts, including open rates and engagement levels.
Pipeline Management
The visual pipeline view helps you manage your sales pipeline by moving deals through stages and tracking progress toward closing.
Reporting
The CRM offers customizable reports and dashboards to track key sales metrics like conversion rates, pipeline velocity, and deal sizes.
Collaboration
The CRM facilitates team collaboration on deals in real-time. You can assign tasks, share notes, and keep everyone informed.
Integrations
It is built to integrate seamlessly with Google’s G Suite, including Gmail, Google Calendar, and Google Drive.