February 16, 2024 - Next level workflows with flexible pipelines, enhanced Copper Feed and improvements to our mobile app

February 16, 2024 - Next level workflows with flexible pipelines, enhanced Copper Feed and improvements to our mobile app

We're excited to bring you another round of innovative updates from Copper CRM 🎉 With your feedback and evolving business needs in mind, we've introduced new features and enhancements that promise to make managing your relationships and processes even more seamless and effective. Here's what's new:

Flexible Pipelines for diverse workflows

  • What's new: Pipelines now support a broader range of workflows beyond sales, including but not limited to partnership management, customer onboarding and project management.

  • Key enhancements:

    • Pipelines template library: Jumpstart your workflow setup with pre-configured templates for both sales and non-sales processes.

    • Sales & revenue tracking setting: Tailor your Pipeline view to display sales-specific features, adapting to your unique business needs. Toggle this off when sales tracking is not needed.

    • Enhanced visibility: Easily access related Pipeline records directly your Company records, and segment by revenue vs. non-revenue pipelines.

    • Unified pipeline view: Pipeline customizations such as Pipeline card fields and revenue tracking settings are inherited by all users, ensuring team alignment.

    • Task integration: Tasks related to Pipeline records are now more visible and accessible, streamlining your workflow.

  • Value: These updates empower you to build and tailor Pipelines to your specific processes, improving efficiency and collaboration across your team.

Revamped Feed for enhanced communication insight

  • What's new: We've transformed the Dashboard feature into our new Feed, providing a comprehensive view of all communications and activities within your Copper account. This is rolling out to all customers over the next few weeks.

  • Key features:

    • Global activity feed: Stay informed with a complete overview of interactions, including emails with contacts not yet added to Copper.

    • Activity type filtering: Easily navigate your Feed by filtering activities into "Conversation" and "Work" categories for focused insights.

  • Value: Gain unparalleled transparency into your business engagements, ensuring nothing slips through the cracks.

Mobile app enhancements for Android and iOS

  • Android updates:

    • Task management: Enjoy a cleaner task list with automatic decluttering of completed tasks.

    • Pipeline revenue tracking: The app now aligns with Pipeline updates we made on the desktop app, respecting the revenue tracking settings.

  • iOS enhancements:

    • SMS via JustCall: Send SMS messages directly through the JustCall integration for more seamless communication.

    • Quickbooks integration: View invoices and estimates from Quickbooks when accessing your CRM records, ensuring financial clarity.

  • Value: These mobile updates bring the power of Copper to your fingertips, ensuring productivity and access to critical information on the go.

 

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