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★★★★★
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Updated permission visibility and design polish! • Set record visibility to match your team’s default settings right from mobile • Limited contact access education – easily update device settings to grant full contact access and/or select more contacts to import • A cleaner way to add People, Leads, and Companies – refined text inputs and smoother navigation • Refreshed "days in stage" indicator on opportunity cards to see how long deals have been in play
Copper CRM helps you connect with leads, win deals, deliver projects and create repeat clients. It’s the CRM made for Google Workspace, so it pulls in contact information and email conversations, and layers on productivity tools. Copper helps you manage your entire sales process and projects using visual pipelines right from your iPhone, so you can bring Copper anywhere your business takes you. • You can try Copper CRM for free with our 14-day trial—no credit card required. • Copper for iPhone is designed as a companion to the Copper web app. Highlights: • CRM for Google—Syncs with Gmail, Contacts, Calendar, Docs, Sheets, Slides and Google Drive. • Access all customer data, log calls and text messages, and add meeting notes so every interaction is tracked. • Manage opportunities and projects in a visual pipeline. Easily sort, filter and track updates to keep deals and projects moving forward. • Scan business cards at meetings and events to easily add new contacts • Save time by speaking into your phone to log activities and notes – no typing needed. Features & Benefits: Native G Suite Integration Copper CRM is seamlessly integrated with Google Workspace, so you can access your CRM where you already work—your Gmail, Google Calendar, and Google Drive. Automated Workflows Capture website form fills and reply instantly to set up your first meeting. Automatically send follow up emails when you move an opportunity or project to the next stage in your process. Insights across the entire customer journey With advanced reporting, dashboards, project management and customizable pipelines, you will have real-time analytics to help you deliver client projects and exceed expectations. Get up and running in days, not months Connect your team’s Gmail accounts first. Copper then pulls in contact information and email conversations. Connect the tools you’re already using Copper’s powerful integrations seamlessly connect with your favorite tools to bring in even more customer information.