New! Pipeline email automations

Take the busywork out of your day

You set the rules, Copper does the rest. With smart automations that log calls, attach docs, schedule tasks, and even nurture leads.

Take manual work out of your day

Email automations

Effortlessly build relationships with automation that connects, follows up, and re-engages quiet contacts.

Workflow automations

Move your closed deals into a project to handle service delivery, onboarding, partnerships and more.

Task automations

Assign tasks and follow-ups from a centralized task lists, or within projects.

"Copper’s automation features have completely changed the game for us. Follow-ups, tasks, even email outreach—it all runs on autopilot."

Alex B.
Sales Manager

Know what's next. Automate the rest

Speed to lead

From form fill to opportunity

Add a Copper form to your website to capture new leads, automatically send them a personalized follow-up email, and create a new sales opportunity.

Task Automation

What's next? Your next task is already queued up.

Use task automation to create tasks based on your team's repeating work, so you never forget to take the next step.

Calculations

Let Copper do the math

Create automations that calculate profits, commissions, and more. Feed the right metrics into Copper's reporting suite for more visibility.

Rekindle emails

Automated follow-ups that feel one-on-one

Set up automatic friendly follow-ups that keeps leads warm. Copper sends gentle nudges that feel personal, not pushy.

"Copper fits the way we work — it’s not overly complicated, but it’s powerful enough to manage everything from first contact to project delivery."

Learn how Kontent Partners uses Copper

All that and more.

Copper is purpose-built to help relationship-focused businesses manage their entire customer journey.

Recurring tasks

Create a recurring task, set the frequency, and get reminders as it approaches.

Pipeline Flags

Spot bottlenecks and surface high-value opportunities that need your attention.

Email & File Capture

Effortlessly sync Gmail emails, files, and contacts to Copper, keeping your full relationship history in one place.

Auto-enriched Profiles

Copper automatically enriches contact profiles with up-to-date company information, social profiles, and more.

Suggested contacts

Copper scrapes your email history to suggest new leads and contacts to add to the system.

Email Automation

Send targeted email series to contacts when they fill out a form, reach a pipeline stage, or go silent too long.

Connect the tools you're already using.

LinkedIn

Add new contacts to Copper from LinkedIn with one click, then automatically add them to a lead generation pipeline.

Phone solutions

Integrate your phone system to call contacts, track conversations and share call transcripts.

Rating Stars

Meet the folks who chose Copper.

More happy customers

Get started for free.

Take Copper for a spin first. Pay and add your team later.

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