How to create a pipeline?

What is Copper?

Copper is a CRM (Customer Relationship Management) software designed specifically for G Suite users. It is built to help businesses manage their customer relationships effectively and streamline their sales processes. Copper offers a user-friendly interface and seamless integration with G Suite, making it a popular choice for small and medium-sized businesses.

Who is this for?

Copper is dedicated to businesses that use G Suite as their primary productivity and collaboration tool. It caters to sales teams, sales managers, and business owners who want to centralize their customer interactions and improve their sales efficiency. Copper is designed for businesses that value simplicity and seek a CRM solution that integrates seamlessly with their existing G Suite workflow.

How does Copper work?

Copper is used to manage customer relationships, track sales opportunities, and automate sales processes. It provides features such as contact management, pipeline management, email integration, and reporting. Copper allows users to access customer information, track their interactions, and manage sales activities all within the familiar G Suite environment. It eliminates manual data entry and provides a holistic view of the customer journey.

How is Copper used?

1. Contact Management: Copper helps businesses keep track of their contacts and interactions. It allows users to consolidate contacts from different sources, such as email, phone calls, and meetings, into one unified database. Copper's contact management features enable users to organize contacts, add notes, and schedule follow-up tasks, making it easier to nurture relationships. 2. Pipeline Management: Copper provides a visual sales pipeline where users can track their sales opportunities at different stages. It allows users to customize their pipeline stages, set reminders, and assign tasks to team members. With Copper, businesses can have a clear overview of their sales pipeline, identify bottlenecks, and ensure that deals progress smoothly. 3. Email Integration: Copper seamlessly integrates with Gmail, allowing users to manage their sales communications directly within their inbox. It provides email tracking, email templates, and email automation features. Users can log emails, schedule follow-ups, and set reminders without leaving their Gmail interface, streamlining the sales communication process. 4. Reporting and Analytics: Copper offers reporting and analytics features that provide insights into sales performance. Users can generate reports on deals won, lost, and in progress. The analytics help identify trends, measure sales team productivity, and make data-driven decisions to optimize sales strategies. See a quick interactive demo about Copper.