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Amie from Copper
Copper Employee
Amie from CopperProduct Marketing Manager
[Webinar Recording] Coffee with Copper - December 2024

 Hey Coppernauts, Our last Coffee with Copper webinar recording is here ☕️ We can’t believe this is the last webinar of the year but we are so ready for 2025. This month, we heard from two key players of our leadership team, CEO Steve Holm, and VP of Product Management, Luke Lihou as they shared our roadmap and vision for 2025 👀 We also reviewed 2024 and all of the new product enhancements and features we dropped to empower your business to connect, win, deliver and grow!Copper's 2024 was marked by significant strides in refining its vision and enhancing its product offerings. In this month’s webinar we reviewed all of the new product enhancements and features we dropped, with a core focus on helping businesses connect with leads, win clients, deliver projects, and cultivate repeat customers. 💫 Here's a quick recap of what we covered:2024 Recap:👉 Refined vision of connecting, winning, delivering, and growing customers.👉 Enhanced project management capabilities.👉 Improved customer

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Amie from Copper
Copper Employee
18 hours ago
Scott from Copper
Copper Employee
Scott from CopperCopper Employee
published in 📈 Data & reporting
Creating a pipeline progression report [video]Video

Hi everyone, I’ll cover how to create a Pipeline progression report in Copper’s reporting system. Let me know in the comments if you have any questions!

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7 days ago
Michelle from Copper
Copper Employee
Michelle from CopperCustomer Enablement Manager
published in 🙌 Tips and best practices
Logging SMS & calls from mobile - iOS and Android

The Copper mobile can help you log your SMS text messages and calls to a contact’s activity log.  Learn more about it below!This guide is split up into two sections:Automatic SMS & Call Logging on Android Assisted SMS & Call Logging on iOSThis feature works differently in iOS and in Android, so please read through the section that applies to you.Note from December 2021: this is a new feature so you may have to update your app in the App Store or Play Store before you can enable it. Automatic SMS & Call Logging on AndroidOn Android, the Copper app can automatically create an activity when you send texts or have phone calls with your Copper contacts.To enable this feature:Open the mobile app on your device and click the “more” button in the bottom right corner. Select Settings. Select SMS or Phone, depending on which type of logging you’d like to enable. Click the toggle in the Tracking box. You will be prompted to allow the Copper app to access your SMS or call history. Acce

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7 days ago
Amie from Copper
Copper Employee
Amie from CopperProduct Marketing Manager
Pipeline Email Automations have entered the chat 👋

Tedious micro-tasks got you down? Need to automate your Pipelines even further? Let Copper's Pipeline Email Automations do the heavy lifting 💪 Picture this: a world where your Pipeline is always a well-oiled machine, effortlessly sending out personalized emails at the perfect moment. No more manual follow-ups, no more missed opportunities. Copper's Pipeline Email Automations are here to turn your process efficiency dreams into a very real reality! ‼️ You can now grant certain users permission to manage email automations. Admins and Account Owners can access this new permission when editing a user. If you’re a user and want access to email automations, ask your Copper admin! ‼️   🥇Automate your way to greatnessWith Pipeline Email Automations, you can:Save time: Kick back, relax, and let Copper handle the grunt work. Boost productivity: Focus on what truly matters: closing deals and building relationships. Improve efficiency: Streamline your workflow and eliminate bottlenecks. Enhance

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14 days ago
Amie from Copper
Copper Employee
Amie from CopperProduct Marketing Manager
Introducing... Copper Magic: AI email templates 🪄🤖

Hey Copper Community! We have a verrrryyyy exciting new feature for you! For this one, we’re talking AI. Yeah, that’s right! Introducing a smarter way to write emails. We're thrilled to announce the launch of AI-generated email templates in Copper! This powerful new feature helps you ditch the "blank page-itis" and craft impactful emails in a breeze. Let’s add some ✨Copper Magic✨ to your emails!  👋 Say goodbye to writer's block:No more staring at a blank screen wondering what to include in that follow up or introductory email. Copper's AI creates personalized email templates tailored to your needs. Simply choose your desired scenario, and voila! A draft email appears, ready for your customization.💫 Personalization at your fingertips:Our AI doesn't just generate generic templates. It automatically personalizes them with your company domain and pre-populates merge fields for instant personalization. This ensures your emails feel tailored to each recipient, fostering stronger relationsh

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Amie from Copper
Copper Employee
18 days ago
Amie from Copper
Copper Employee
Amie from CopperProduct Marketing Manager
[Webinar Recording] Copper Product Pulse - November 2024

 Hey Copper Community 👋 Our latest Product Pulse webinar recording is here and we took a slightly different spin on this session 👀 This month, it was all about Copper on the go with the mobile app! Our Product team walked us through an end-to-end demo of how to use the Android and Apple Copper apps to keep your relationship management up to date even while you’re out and about. From setting up and navigating the interface to advanced use cases like importing contacts, sending emails, and managing projects, we covered it all. 🤳 Here’s a quick recap of what we covered, for a seamless flow between in office and on the go: 👉 Setting up and navigating: Learn how to download the app, log in, and explore the key features, menu items and sections.👉 Importing contacts: Discover how to easily import your contacts from your device to Copper.👉 Emailing on the go: Send emails with personalized templates, attachments and inline images.👉 Managing projects: Create, track, and collaborate on pro

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Amie from Copper
Copper Employee
22 days ago
Amie from Copper
Copper Employee
Amie from CopperProduct Marketing Manager
Pipeline board view gets a glow up: check out the new look and feel 👀

Hey Coppernauts, today we’ve begun rolling out a clean and fresh update to our Pipelines! We’re introducing an all new look and feel for a more unified and user-friendly experience, paving the way for exciting features to come.We've upgraded your Pipelines experience by:Unifying your workflow with a seamless flow between board and list views: stay in your flow no matter how you choose to visualize your projects. Providing quick access to saved lists: your saved filtered lists will now appear on the Pipeline board view so you can efficiently access your most important deals and projects.Introducing an updated board view status bar and visuals on cards: instantly understand progress with an all new status indicator on an opportunity, project or item card within a board view whether it’s Won/Lost/Abandoned or  Open/Won’t do/On hold/Done —  no need to leave the board view. This update goes beyond aesthetics. We've also improved the discoverability of features and overall usability by allow

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29 days ago
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