Copper is compatible with all browsers and common operating systems. The tool also has a mobile app that is available even with the Basic plan. Since the software is cloud-based, it can be accessed anytime, anywhere, from any device as long as there is an internet connection. It’s worth stressing the native G-suite integration, which allows teams to manage their prospects right through Gmail.
In terms of basic functionality, copper offers everything you’d expect from a modern CRM system including contacts management, meetings, notes, emails, reporting, etc. Let’s take a look at some of the most notable features:
Email Open Tracking
Thanks to native G-suite integration, email open tracking is available right in Gmail. With this feature, you can easily see when the leads open and click the CTAs in your emails. This allows you to build corresponding follow-up and engagement strategies.
Lead Tracking
Lead tracking allows you to automate routine tasks, identify the most important channels with the highest conversion rates, and improve rep efficiency throughout your sales funnel. All lead information is captured directly from Gmail, allowing for faster follow-ups and more conversions.
Task Management
Task management is enriched with automation elements that notify users about deadlines, overdue tasks, phone calls, meetings, opportunities, and other events according to your company’s workflow. The functionality is customizable, allowing teams to seamlessly match the tool to their processes.
Project Management
Project management functionality features customizable Kanban boards which are integrated with G-suite. This allows you to attach files and look through the tasks right in Gmail and use “@” mentions to notify team members of any important events.
Workflow Automation
Copper allows you to automate a number of routine activities including manual data entry (lead profiles are automatically enriched with both personal and public information), shifting leads between sales pipeline stages, and email follow-ups. All sales activities are automatically logged in, giving team members a complete overview of calls, emails, contacts, deals, and files.
