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Your business’s performance at a glance
Copper Sales Reporting gives you instant insight into your pipeline, activities, and performance—fully customizable, deeply visual, and ready right inside CRM.
+30,000
Copper is trusted by 30,000+
companies of all sizes
Know your business inside out
Project Pipelines
Personalize reports with custom fields, gain insights into deal length and inactivity, and easily identify top opportunities.
Customer insights
Spot relationships to nurture, prioritize outreach, and strengthen customer bonds.
Team activity
Unlock deep visibility into your team’s activity and growth with accessible, high-impact reporting.
"With Copper, it’s the ability to internally link information, people, and content that is really unique where you can strategically analyze everything from different views."
Kevin Holtzman
Perceptual Intelligence
Powerful reporting made simple
Templates
Start with a template
Launch one-click dashboards using pre-built layouts suited for common sales needs.
Schedule a report
Schedule, alert & share
Automate report delivery, send alerts, or export insights—all without manual juggling.
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.
Build your own insights
Fully customizable dashboards
Modify KPIs, apply filters, rearrange charts, and define insights — all tailored to your workflow.
"Copper is a core part of how we’ll scale and grow. It gives us the data insights we need to get where we want to be."
Houwzer grows exponentially in 7 years using Copper
All that and more.
Copper is purpose-built to help relationship-focused businesses manage their entire customer journey.
Goal Setting
See how your sales number is tracking and where you’re going to end up compared to your goal.
Sales Dashboard
See trends in your closed business with a sales history dashboard that shows average monthly sales and sale value.
Sales Forecast
See your potential revenue by expected close date, keep a pulse on your pipeline, and plan ahead.
Lead Conversion
Track lead conversion rates to spot the difference between high- and low-quality leads.
Win Rate Report
Know who your top performers are by tracking win rates by individual or by team.
Loss Reason Report
Copper helps you understand why you’re losing deals and make adjustments in your strategy.
Meet the folks who chose Copper.
More happy customers
"The Gmail integration is my favorite Copper feature. It makes it easy to add new leads, people, etc... I also love the task tool and how it integrates with Gmail and Calendar."
Atira R.
"Great CRM for Gmail users. Copper's unique angle is that it is tightly integrated with Gmail - so as you're emailing contacts, you can easily add those people and opportunities into your CRM. This makes it very easy to use which saves a lot of time and makes CRM updates less of a chore."
Andrew W.
"As a small business I love that Copper can keep my emails and tasks organized. The large CRM platforms were too much. As my day is all email, Copper is just what I need."
Liane C.
"Copper CRM helps keep me focused and organized with my business. The pricing is fair and customer service has been great too. I've used it since 2016...and highly recommend it!"
Kevin L.
"I love the Google plugin. My business uses Google Workspace for just about everything we do, and the Copper + Google Workspace integration is fantastic."
Daniel K.
"Copper keeps track of all correspondence with your customers. It also sends you reminders via email and allows you to email your work colleagues. The layout is very user-friendly, and the information is accessible."
Kilian E.
"I love the fact that it integrates perfectly with Google Workspace. This has been an amazing experience for me since I’m always using Gmail, Drive, and Calendar."
Otisa E.
"Copper CRM piggy backs right on top of Gmail in a seamless way."
Jeff L.
"Got introduced to Copper for a CRM and it's chef's kiss. It naturally integrates with Google Workspace and has a cute little inbox plug in."
Selena B.
"I love the Google plugin. My business uses Google Workspace for just about everything we do, and the Copper + Google Workspace integration is fantastic."
Daniel K.
"Copper CRM helps keep me focused and organized with my business. The pricing is fair and customer service has been great too. I've used it since 2016...and highly recommend it!"
Kevin L.
"Great CRM for Gmail users. Copper's unique angle is that it is tightly integrated with Gmail - so as you're emailing contacts, you can easily add those people and opportunities into your CRM. This makes it very easy to use which saves a lot of time and makes CRM updates less of a chore."
Andrew W.
"As a small business I love that Copper can keep my emails and tasks organized. The large CRM platforms were too much. As my day is all email, Copper is just what I need."
Liane C.
"The Gmail integration is my favorite Copper feature. It makes it easy to add new leads, people, etc... I also love the task tool and how it integrates with Gmail and Calendar."
Atira R.
"Copper CRM piggy backs right on top of Gmail in a seamless way."
Jeff L.
"I love the fact that it integrates perfectly with Google Workspace. This has been an amazing experience for me since I’m always using Gmail, Drive, and Calendar."
Otisa E.
"Copper keeps track of all correspondence with your customers. It also sends you reminders via email and allows you to email your work colleagues. The layout is very user-friendly, and the information is accessible."
Kilian E.
"Got introduced to Copper for a CRM and it's chef's kiss. It naturally integrates with Google Workspace and has a cute little inbox plug in."
Selena B.
Get started for free.
Take Copper for a spin first. Pay and add your team later.
Free 14-day trial
Instant activation
