Copper wrapped 🎁: 2023 Product round-up

With the new year quickly approaching it’s time to reflect on the awesomeness of 2023 and all the great product releases we saw in Copper. From a totally revamped list views experience to an even better mobile app experience, this year delivered the goods 🔥So without further ado, we’ve wrapped up all the hot tickets items to give you a quick refresher on the best of 2023 ⬇️

Attachments in email templates

Back in January, we saved users more time and energy by introducing attached files in email templates. This way, whenever you go to use your favorite template, your file automatically attaches, saving you the additional clicks ✅ Learn more here

Pipeline templates

We supercharged Copper pipelines by adding ready-to-use, industry specific templates to help take the guesswork out of building your stages. These templates are fully customizable so you can tailor them to your business’s unique needs 🚀 Plus, we added the ability to duplicate an already existing pipeline to make it even easier to create pipelines in a snap without re-inventing what works for you. Learn more here 

New functionality on iOS and Android

2023 was a big year for our mobile app and we’re thrilled we could make your on-the-go Copper  experience even better 📲 Here’s a quick rundown on the changes we made to our app for iOS and Android:  

• Attachments on templates: When using an email template, your designated file in the template will automatically be attached.
• Redesigned navigation: Creating more visual consistency with the other Google apps you know and love. 
• Create, edit, delete filters on iOS: Design and UX improvements made to the filter module.
• Improved invite users experience: No need to navigate over to the web app to invite your teammates on Android; plus we cleaned up the user experience on iOS. 
• Filter records based on text fields on iOS: You’re now able to filter records by text fields to better segment your contacts. 
• Launched the home feed: The feed allows users to better collaborate with their team on-the-go by viewing comments and emoji reactions on activities and threads, and lets you view @mentions.  
• JustCall mobile app integration: Users can now dial out through the JustCall app when placing a call from the mobile app.
• RingCentral mobile app integration for Android: Users can dial out through the RingCentral app when placing a call from the Copper mobile app from Android. 

User trial experience

With the introduction of our 7-day user trial experience, we made it easier for users to share Copper with their teammates and ensure it’s a good fit before moving ahead with purchasing seats. Learn more here

Faster email sync

Having the most up-to-date information is important when planning your next steps for nurturing your relationships, so we made our email sync faster than ever ⚡ Now emails from Gmail are synced in minutes. Learn more here 

Reactions on comments

We modernized comments and activities by allowing you and your team to react with emojis. This is a quick and easy way to celebrate wins and acknowledge messages from team members. Learn more here 

Days in Stage Reporting

Pipelines are a great way to visualize and track your deals and relationships, but they can also provide a treasure trove of insight into creating more efficient processes, determining performance, and forecasting for the future. So we released days in stage reporting to take a deeper look into how long opportunities sit in a pipeline stage, helping you better understand the impact to your business. Learn more here

New list views

Now this was a biggie for us and we’re so delighted we could bring this release to you in 2023 🎉 The new list experience brings you all the features you loved about our old lists, with a whole new look and feel plus additional functionality to make working in lists a breeze. Here’s a rundown of what we added to help increase your efficiency and productivity in Copper: 

• An updated, spreadsheet-like design: Easily consume and analyze key information to take the right next step
• In-line and bulk editing: Quickly update most fields in your Copper records individually, or in groups, right from your list
• More accessible filters: Create new filters in a few clicks and access saved filters faster to pick up right where you left off
• Expanded preview functionality from your list: Access a preview window of any record type to update or review details without losing your spot in your list — so you always stay in your flow
• Edit tags in lists: View and edit tags right from the list so you can stay on stop of your customer data 
• Enhanced column configuration: When you select specific columns for a filtered list view, those columns will be saved to the filtered list itself for all other users to view, making sharing filtered lists even easier 

Learn more here

New daily dashboard

Small, but mighty — we introduced the new centralized daily dashboard in Copper so that our users can start their day off on the right foot 🏃With all your critical activities and reminders together in one spot, you can visit the dashboard throughout the day to stay on top of suggested follow-ups and action items. Learn more here 

And that’s a wrap folks! We hope you found value in our 2023 releases and we can’t wait to continue working with you in the new year. Interested to see what we have in store? Check out our most recent Coffee with Copper recording where we share our updated vision for 2024 and our product roadmap for a sneak peek into what’s to come in Copper. Watch it here