Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Carry ad inquiries into the sales list and flag incomplete forms.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Carry confirmed campaign delivery into sales lead records.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Send scored leads to sales with their source and qualification reason.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Carry the campaign source into each qualified contact's record.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
Flag incomplete ad leads before handing them to sales.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.