Automate Your Sales Process
Copper offers a solution to automate the tedious tasks that consume your time. With Copper's automations, you can say goodbye to repetitive administrative work such as logging calls, meetings, tasks, and activities, as well as attaching files. By automating these tasks, you free up your time to focus on the most valuable aspects of your sales process.
Efficient Workflow Automation
With Copper, you have the power to set rules that dictate automated actions. Smart workflows enable you to automate tasks like creating new tasks, updating contact profiles, changing deal statuses, and more. By choosing triggers within the system, Copper takes care of the rest, streamlining your workflow and ensuring efficiency.
Personalized Communications at Scale
Improve your communication strategy with Copper's communication tools. Enhance consistency and save time by utilizing email templates, merge fields, automated nurture sequences, and follow-ups. You can send personalized emails automatically based on various parameters like account status and website engagement. This feature not only saves time but also adds a personalized touch to your communications.
Automatic Document Management
Copper simplifies file management by automatically syncing attachments and Google Docs from Gmail and Calendar. Forget manual uploading of customer files; Copper ensures all files are accounted for and organized neatly within the system. Additionally, you can attach files to emails directly from Copper, with intelligent suggestions based on your common file interactions.
Enhanced Task Management
Copper streamlines task management with features like time-based task assignments, recurring tasks, alerts, and notifications. You'll receive real-time notifications for leads or contacts needing attention, and you can create recurring tasks with reminders. Tasks automation facilitates seamless progression from one stage to the next, enabling a smooth sales process.
Data Enrichment and Easy Email Capture
Let Copper handle data enrichment by scraping the internet for contact information, social profiles, and personal interests to enrich records automatically. Email and file capture functionalities automatically sync emails, files, and contacts in Gmail to companies in Copper, providing a comprehensive relationship history in one accessible location.