New! Pipeline email automations

Make sales more visual

With Copper, you never have to worry that you're leaving money on the table. Know where every lead is at in your sales process.

Stay on top of every deal, always

Sales Pipelines

Personalize sales with custom fields, gain insights into deal length and inactivity, and easily identify top opportunities.

Pipeline automations

Automatically trigger emails or reminders when you move an opportunity to the next stage.

Tasks & next steps

View tasks and due dates on each card so you know the next steps in your sales funnel.

"There are many pipeline tools out there, but 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

For sales tracking and beyond

Pipelines to Projects

Beyond the close

Unlike other CRMs, Copper tracks sales, post-sales, and beyond. Close a deal and transition your customer into project delivery or onboarding.

Pipeline Reports

Analyze & optimize

Create custom reports to understand sales pipeline metrics, project revenue, view team activity, and more.

Automate

Automate follow ups and tasks

Create tasks or send emails as you move opportunities and projects to the next stage in your pipeline.

Visibility

Get instant insights with AI flags and drill-down features.

AI spots the deals needing attention fast, and dives into details. Improve conversion rates and keep your sales funnel moving.

"Being able to see my sales pipeline is a
game changer! The biggest benefit is knowing the health of my business at a glance, every single day."

How Moonstone Marketing got 90k in pipeline clarity

All that and more.

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

Pipeline Flags

AI spots bottlenecks and surfaces high-value opportunities that need your attention.

Alerts & Notifications

Copper sends you real-time notifications that indicate when leads or contacts need your attention.

Workflow Automations

Let Copper automatically assign time-based tasks to teammates when opportunities are updated.

Activity Feed

Get an instant, live feed of everything happening with your contacts and accounts.

Pipeline Templates

Not sure where to start? Use one of our templates and customize a sales process that works for you.

Custom Fields

Add custom fields to records and cards to record special details that you can use to build better relationships.

Connect the tools you're already using.

Parallax

Identify resources needed for upcoming projects with Parallax.

Docusign

Send proposals and contracts to your deals directly from Copper.

Rating Stars

Meet the folks who chose Copper.

More happy customers

FAQs.

How does Copper help me with managing my sales pipeline?

Copper helps you manage your sales pipeline by giving you real-time visibility into every deal and interaction. Its drag-and-drop pipelines allow you to customize and organize your entire sales process, making it easy to track pipeline stages, move deals forward, and stay focused on what’s closing next.

You can build customizable pipelines tailored to your business model, segment leads and opportunities, and even set up multiple pipelines if you manage different types of deals or clients. With pipeline forecasting and pipeline health tracking, you’ll always know where your team stands—no more guesswork.

Copper also enables team pipeline collaboration so your entire sales team can stay aligned. Add to that seamless CRM integration with Google Workspace, and your pipeline updates are automatically reflected in your Gmail, Google Calendar, and Drive—without any manual data entry.

How can a CRM like Copper track my sales team's performance?

Copper tracks your sales team’s performance by providing data-driven sales insights directly in the CRM. You can monitor key metrics like win rate, close rate, average deal size, and time-to-close using built-in CRM reporting and dashboards.

With real-time pipeline visibility, sales managers can quickly spot which team members are progressing deals effectively and which ones may need support. Copper makes it easy to track sales activities, review calls, emails, meetings, and tasks, and evaluate outcomes based on performance metrics.

By automating routine updates and logging sales activity from tools like Gmail and Google Calendar, Copper reduces busy work and increases sales team productivity. This frees your team to focus on high-value selling tasks rather than data entry, ensuring you get a full, accurate picture of their contributions.

How can Copper help me automate lead management workflows?

Copper helps you automate lead management workflows by streamlining how you capture, qualify, nurture, and convert leads. As a CRM for teams integrated with Google Workspace, it automatically logs lead activity from emails, calendar invites, and documents, so your team doesn’t have to.

With lead capture tools like forms, integrations, and APIs, leads can flow directly into the CRM without manual input. Once captured, you can apply lead scoring rules to prioritize follow-ups, use custom lead statuses to track progress, and set up triggers to move leads through conversion workflows automatically.

Copper’s workflow automation allows you to assign tasks, schedule follow-ups, and send alerts when leads reach a particular pipeline stage or become inactive—helping you prevent lead drop-off. You can also track which campaigns are generating the most qualified leads using marketing campaign tracking and lead source attribution.

The result is a more efficient, reliable system that improves speed to contact, increases lead conversion, and helps your team focus on leads that are most likely to close.

Why is Copper the best CRM for pipeline management?

Copper stands out as the best CRM for pipeline management because it combines visual simplicity, powerful customization, and seamless integration with the tools your team already uses—especially for businesses that rely heavily on Google Workspace.

At its core, pipeline management is about visibility, control, and momentum. You need to know where every deal stands, what’s moving, what’s stuck, and what actions to take to keep the revenue engine running. Copper makes this possible through a suite of features built specifically to support sales pipeline management from end to end.

Get started for free.

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

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