Sales reporting & insights that drive growth | Copper CRM
Copper is trusted by 30,000+
companies of all sizes
Know your business inside out.
Project pipelines
Personalize reports with custom fields, gain insights into deal length and inactivity, and easily identify top opportunities.
Customer insights
Spot relationships to nurture, prioritize outreach, and strengthen customer bonds.
Team activity
Unlock deep visibility into your team’s activity and growth with accessible, high-impact reporting.
Unique ability
"With Copper, it’s the ability to internally link information, people, and content that is really unique where you can strategically analyze everything from different views."
Kevin Holtzman
Perceptual Intelligence
Powerful reporting made simple.
Start with a template
Launch one-click dashboards using pre-built layouts suited for common sales needs.
Schedule, alert & share
Automate report delivery, send alerts, or export insights, all without manual juggling.
Let Copper do the math
Create automations that calculate profits, commissions, and more. Feed the right metrics into Copper's reporting suite for more visibility.
Fully customizable dashboards
Modify KPIs, apply filters, rearrange charts, and define insights — all tailored to your workflow.
" Copper is a core part of how we’ll scale and grow. It gives us the data insights we need to get where we want to be."
Houwzer grows exponentially in 7 years using Copper
All that and more.
Copper is purpose-built to help relationship-focused businesses manage their entire customer journey.
Goal setting
See how your sales number is tracking and where you’re going to end up compared to your goal.
Sales dashboard
See trends in your closed business with a sales history dashboard that shows average monthly sales and sale value.
Sales forecast
See your potential revenue by expected close date, keep a pulse on your pipeline, and plan ahead.
Lead conversion
Track lead conversion rates to spot the difference between high- and low-quality leads.
Win rate report
Know who your top performers are by tracking win rates by individual or by team.
Loss reason report
Copper helps you understand why you’re losing deals and make adjustments in your strategy.
Connect the tools you're already using.
[All your essential apps
Copper's powerful integrations seamlessly connect with your favorite tools, unlocking a whole new level of functionality.
Learn more
Google Sheets
Turn data into easy-to-understand insights with our Custom Report Builder that connects directly.
Google Data Studio
Build and share reports with data from multiple sources with our Google Data Studio integration.
Meet the folks who chose Copper.
"An excellent tool to optimize opportunity management and strengthen customer relationships."
"I love that it syncs to our Google Workspace environment. Having all of that information on a record is truly helpful to gain insight on our relationship with a customer."
Ariell H
"Copper’s reporting and insights help you make smarter business decisions. See which clients need attention, track revenue opportunities, and monitor team performance—all in just a few clicks."
Ahmad S
"Copper is the best CRM and project management tool I have ever worked with."
Jocelyn H
"Strong reporting for sales performance, lost and abandoned sales and marketing effectiveness."
Joe T
"It has given me clarity about my pipeline."
David H
Get started for free.
Take Copper for a spin first. Pay and add your team later.
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