Copper CRM

Copper CRM is a customer relationship management system integrated with G Suite. Users can add leads, update deals, review past interactions, schedule events, and manage tasks from Gmail, simplifying the sales process. The system gives an overview of the sales process, tracks lead progress, sorts by value, provides win probability insights, and flags risky deals. It includes visual sales features like drag-and-drop pipelines with AI alerts. Copper CRM has automation capabilities like triggering emails when an opportunity progresses. It supports custom report creation for revenue projection, customer trend identification, and team activity monitoring. It also facilitates contract drafting in Google Docs or through integration with PandaDoc, DocuSign, and QuickBooks.