Copper Updates

Copper mention · September 21, 2017

Send Follow Up Emails Automatically and Spend Time on Your Passion

If you Google "leadership quotes", you'll find any number of inspirational, often fluffy adages about motivation and keeping your eye on the prize. Often missing is the self-reflection and examination necessary to become a fully developed leader. Coaching service Reboot digs down deep—focusing on the existential challenges more
Copper mention · February 23, 2017

Close More Sales with Copper: 5 Teams Share Their Tips

It's easy to keep track of client relationships when you're just starting out, but those Post-It notes and memory tricks can't scale with your business. Copper (formerly ProsperWorks) is a customer relationship management (CRM) tool that's seamlessly integrated with the Google apps you already use more
Copper update · December 23, 2015

Create ProsperWorks Opportunities from New Form Entries, Event Attendees and More

Our ProsperWorks integration becomes even more powerful today with two new Actions: “Create Company" and “Create Opportunity.” These Actions come in handy when you need to quickly move a prospect down the pipeline to becoming a customer. Try out the new "Create Opportunity" action by immediately marking contacts as more
Copper mention · June 1, 2015

Five Ways to Manage Contacts, Customers and Sales Leads with Ease

The Zapier Monthly: Contact Mangement Edition | Vol. II, Issue 5 Every month, we teach you how to use Zapier to solve a problem or reach a goal. This month, we're showcasing how to streamline the creation and management of contacts in your CRM. Managing contacts is like sorting more
Copper mention · September 23, 2014

The 25 Best CRM Apps for Every Business

Managing your contacts didn’t used to be so difficult. When you started your business, you had a handful of suppliers and customers, and few enough team members that you could memorize their email addresses. Things change. That’s good: business is growing and you have more people than more
Matthew Guay
Written by Matthew GuayLast updated July 23, 2018

You already live in your Gmail inbox all day, keeping up with the barrage of emails from clients, partners, and those random newsletters you keep forgetting to subscribe from. It may be a noisy place, but hey: it's home. You're used to it.

So why not get a CRM that's built for your Gmail inbox? If you need something more than traditional Gmail CRM add-ins offer, Copper (formerly ProsperWorks) is designed around the G Suite experience, while still giving you the power to efficiently track your leads and deals.

It all starts in Gmail, where you're already talking to your potential customers and saving their contact info without even thinking about it. When you log into Copper, it shows the people it thinks you should add as a contact, and in one click you can add them to your CRM as a potential lead or ignore them. Emails will automatically show up on their profile, and you can quickly turn them into a lead. Everything's organized with a modern Google-style design, and you can preview most contacts and deal details from the main pages without having to wait for anything to load.

But you can also do that without ever leaving Gmail, with the Copper sidebar. There, you'll see a contact pane whenever you select an email that'll show that contact's info from your CRM, including related email conversations, tasks, extra contact info, and more. Or, if they're not already a contact, you can turn their name and email into one quickly, and Copper will fill in the extra details on its own.

Then, when it's time to manage those leads and deals and track their progress, you'll want to hop back over to the real Copper dashboard. You've kept it up to date from Gmail; now it's time to put that data to work. You'll see your potential leads and in-progress deals on a kanban-style board, where you can drag-and-drop them into their current sales position. You can log other interactions with contacts, and quickly see how long it's been since you've gotten in touch. And, you can customize your sales pipeline or filter down opportunities to see just what you need at a given time.

It's a lead and deal focused CRM that leads a double-life as your helping hand in Gmail, with an interface inspired by Google's Material Design so you'll feel at home in it right away. Copper will help you know more about your contacts while you're getting in touch with them, and still give you the sales tools you need to track your deals. It's simple and handy.

Originally published January 29, 2015; updated July 2, 2018 with new screenshots, pricing, and feature details; updated July 23, 2018 with new Copper branding.

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