Hello! So far in your Copper journey, you have:
- Explored how to manage contacts and pipelines
- Installed the Chrome extension
- Downloaded the mobile app (iOS or Android)
- Customized your Copper setup
- And maybe even invited your teammates
Here, we have an overview of even more useful features that help you get the most out of Copper. Use the links below to jump sections.
Let’s dive in!
Importing data
Need to bring data in from another source? Maybe you are:
- Migrating from another CRM
- Adding a list of contacts you made from a trade show or event
- Updated existing information in Copper
If so, you have the option to use our importing tool to reduce manual data entry. Check out the introductory video below to get started.
Note: Importing data is available on all tiers.
Reports
Our built-in reporting tool lets you build graphs and dashboards that provide insight into your contacts, pipelines, or your team’s activities. Reports can help you answer questions like:
- How did my sales team perform - both as a group and as individuals - in the last quarter? What was the average deal size?
- How many Opportunities did we lose last month? How much lost revenue does that represent, and what are the most common reasons for losing them?
- How many touchpoints have we had with our biggest client over the past year?
Once you build a dashboard from a template or from scratch, the data will refresh itself automatically. Plus, you can set up scheduled automated email reports - even if the recipient isn’t a Copper user!
Check out the introductory video below to learn more.
Note: Reports are only available to admins on our Professional or Business tiers.
Workflow automation
Workflow automation is a built-in tool that can automatically create or update records in Copper. For example, you can set up workflow automation rules such as:
- When a new prospect hasn’t been contacted in 7 days, create a task to follow up
- When a new Opportunity is added and is worth more than $5000, assign that Opportunity to a certain user
- When an Opportunity’s value is filled out, calculate the take-home commission of the sales rep
If you’re interested in building automations, check out the introductory video below!
Note: Workflow automation is only available to admins on our Professional or Business tiers.
Marketing Tools
Copper’s Marketing Tools allow you to automate your team’s outreach. With it, you can:
- Set up a sequence of emails to be sent any time a contact is marked as a Potential Customer
- Automatically generate a Lead Score to quantify how engaged a prospect is
- Seamlessly connect to other platforms where your leads are coming from, such as Facebook Lead Ads, Calendly, or a form on your website
Marketing Tools powerful set of marketing automation tools that you can control directly from within Copper - no more switching tabs, logins, or joining data from different platforms. Check out the overview below to learn more!
Note: Marketing Tools is available only with our Business tier.
So there you have it - a list of wonderful features for you to explore! If you have any questions, feel free to leave them as a comment or post them in our wonderful Community forum.
