VIDEO: Copper CRM Demo

copper is a CRM solution designed for native integration with G suite designed to mimic the look and feel of Google products copper aids sales productivity through lead and contact management visual pipeline management and task management seamless integration with G suite automatically syncs emails and alerts and notifications allow users to stay on top of conversations and anticipate customer needs copper serum consistently enjoys top ratings around the web but that doesn't necessarily mean it's right for you find your perfect fit using our product selection tool at technologyadvice.com we'll ask you a few questions and then send you five crm software recommendations click the link below to get started copper is a unique CRM but it still offers all the same core features you would expect to find in other systems let's take a closer look at three of these features contact and lead management email and workflow automation users can move contacts through the various stages of a pipeline by dragging and dropping contacts into different lanes of a Kanban board you can also drag and drop contacts into a won or lost bin depending on how a deal shakes out since copper integrates with Google you can extract leave information straight from Gmail using coppers Chrome extension this can save your salespeople hours of manual data entry connecting copper to your Gmail account allows you to schedule send and receive emails without ever leaving the system as with most other crm solutions you can create and customize email templates with merge fields program automated responses for common questions or requests receive notifications about email opens and send bulk emails copper was built specifically for Gmail so you are not able to connect your email to the CRM if you use outlook or another email service provider as I've already mentioned workflow automation and copper CRM is a bit more limited than what you'll find in other CRM solutions but it's good for simple automations instead of using visual processed workflows copper uses rule-based workflows that require you to program custom logic for every automation this is really simpler than it sounds but people who are used to drag-and-drop visual process work clothes may have a hard time adjusting the best part about copper CRM is that it looks and feels exactly like a G suite product this is great for sales teams who also spend a lot of time in apps like Gmail or Google sheets as using copper feels like second nature apart from the software looking similar to a Qi suite app copper also offers a comfortable user experience the user interface not only uses the same pleasantly simple material design but it's also fast even when handling large data sets in addition to user experience copper support team enjoys high ratings from many users around the web copper is a different kind of CRM while that's exciting to many people some might be confused or frustrated by the way copper handles workflow automation instead of letting users create a visual task flow for automating tasks and interactions copper uses rule-based workflow automation the end result is not a bad org flow automation tool but it could be more time-consuming than what you're used to users creating simple automated workflows will have no trouble with copper CRM workflow tool but more complicated workflows may present a challenge still not sure copper CRM is right for you use our product selection tool at technologyadvice.com to get your free short list of CRM software recommendations click the button on the left to get started you

This transcript was generated automatically from the video's captions and may contain errors.