Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Share stage totals across the team's open pipeline each Monday.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Report pipeline figures with the deal criteria behind each total.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
Calculate deal totals under the team's pipeline rules.
Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.
Keep marketing handoffs from creating duplicate sales prospects.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Keep new outreach contacts aligned with the team's target profile.
Your team gets CRM contacts with validated work emails and mobile numbers every Monday. See how many candidates were excluded.
Apply lead routing rules and show when assignment needs review.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.