CRM Software Solutions Company for Service Businesses | Copper CRM
No more switching tabs. Do it all in Copper.
Copper is trusted by 30,000+ companies of all sizes
Your entire customer journey in one place.
Connect with leads
Whether it's referrals, paid ads, events or organic, wherever your leads come from, Copper can collect and take immediate action.
- Add every lead – Use our contact form for website visitors, or scan business cards at events.
- Email series & automations – Respond instantly to form submissions and send welcome or follow up emails.
- Google Workspace – Add leads, track conversations, find files or manage tasks directly in Gmail and Google Calendar.
- LinkedIn – Research and add prospects on LinkedIn (or any website) without switching tabs.
Win deals
Know where every lead is at in your sales process and move opportunities to the next stage. Sort by value, understand the win probability, and identify slipping deals.
- Pipelines – Make sales more visual using drag-and-drop pipelines with AI-powered flags and alerts.
- Pipeline automations – Automatically trigger emails or reminders when you move an opportunity to the next stage.
- Reporting – Create custom reports to project revenue, identify customer trends, view team activity, and more.
Contracts & proposals
Draft in Google Docs, or integrate with tools like PandaDoc, DocuSign and QuickBooks for a seamless sales process.
Deliver projects
Kick off a new project directly from a closed opportunity. Say goodbye to handoff documents, your entire team can finally live in a single tool.
- Project management – Duplicate your closed deals into a project to handle service delivery, onboarding and more.
- Tasks – Assign tasks and follow-ups from a centralized task lists, or within projects.
- Task & workflow automation – Stop doing admin work. Log calls, meetings, asks and activities without lifting a finger.
Collaboration
Bring the whole family – sales, project managers, creatives, finance, contractors and more.
Create repeat business
Loyal customers fuel long-term success. Stay engaged, follow up with ease, and never miss an opportunity to reconnect.
Feed – Get a bird's-eye view of your team's activity across customer emails, projects, tasks and more.
- Rekindle emails – Reconnect with contacts you haven't heard from in a while. Automatically.
- Get feedback – Once a project wraps up, automatically send a follow-up email to request a review or referral.
- Mobile app – Move relationships forward while you're on the go.
Everything you need to do your best work.
Copper is purpose-built to help relationship-focused businesses manage their entire customer journey.
Not sure where to start? We’ve got templates for that
From AI email responses, to pipeline and form templates. Start with one of ours or create your own to save time.
Customize the info you track
Create your own labels, tags, owners, and more, so everyone has context and everything stays organized.
Stay connected wherever you go
Log calls and SMS automatically so every interaction is tracked and accounts are always up to date.
Connect the tools you’re already using
Copper's powerful integrations seamlessly connect with your favorite tools to bring in even more customer information.
Get started for free.
Take Copper for a spin first. Pay and add your team later.
Free 14-day trial
No credit card required
Instant activation