6 Amazing Features Of Copper CRM

MESSAGING EXPERIENCE
calendar_today Jan 30, 2023| schedule 20 MIN READ

BotPenguin

Are you sick of looking for a simple CRM tool that integrates with Google Workspace? Copper is a CRM tool known for its Google Workspace integration that focuses on automation and simplicity.

This simple-to-use can be a fantastic addition to sales teams tired of repetitive manual tasks. 

According to recent statistics, a CRM can increase conversion rates by 300% and revenue by up to 41% per salesperson.

What is Copper CRM?

Copper CRM, formerly known as ProsperWorks CRM, is customer relationship management (CRM) software specifically designed to integrate with Google's cloud applications.

Copper is a simple CRM designed for small and medium-sized businesses looking for a better way to manage leads and grow customer relationships. Copper may be for you if you don't have time for data entry, tedious admin tasks, or overly complex tools.

Users can view email threads and previous interactions. As it converts sales bottlenecks into visible opportunities, it also serves as an alternative for goal setting and forecast management.

Six astonishing key features you must be aware of.

Google Workspace and Copper's CRM system work together seamlessly. Copper supports its 25,000 clients in creating enduring connections with their customers. Lead capture, contact and deal management, workflow automation, and insights reporting are some of its key features. Copper is the best option for small businesses that use Google Workspace and only require a fundamental CRM.

Workflow Automation

Workflow automation is the process of identifying and automating tasks performed by those in your organization using tools, apps, and technology. Copper provides workflow automation tools such as triggered events and task automation.

Eliminates manual and tedious tasks, standardizes processes, and allows sales reps to focus on managing leads and working opportunities, saving them an average of eight hours per week. They can reduce errors while increasing deal velocity, sales efficiency, conversion rates, and the percentage of closed deals.

Email tracking

A real-time activity tracker optimizes marketing efforts by displaying when prospects open, click and interact with emails and the type of content that generates the most engagement. Gmail integration boosts lead-to-opportunity conversion rates and allows you to send multiple campaigns simultaneously, while prebuilt templates save you time.

Another useful feature is the ability to set email activity alerts. You can, for example, be notified when emails are clicked or opened. This ensures that your sales representatives follow up with leads consistently and on time.

Contact Management

Capturing a lead's contact information is critical for converting them into paying customers. The type of information you can record and how it is stored and managed will, however, determine the value you gain from your CRM. This is referred to as contact management.

Lead Capture

A lead is a person or organization interested in your products or services. Lead capture is the process of obtaining someone's information to convert them into a paying customer. Having multiple lead capture channels allows you to reach out to a larger number of potential customers.

Copper provides three lead capture methods: forms, social media, and email.

Reporting

CRM reporting provides critical data that enables businesses to make strategic decisions and tactical changes as needed. Reports for key insights such as deals won and lost, pipeline progression, your sales funnel, and sales forecasting are included. Copper's reports have the advantage of being highly customizable in terms of the data that can be included and visualized in various ways.

Pipeline Management

Real-time tracking, measurement, and analysis allow for better performance at all sales process stages. Keep an eye out for new opportunities and their associated value. Create and customize an unlimited number of drag-and-drop pipelines and manage teams from any location.

The final verdict

Do you primarily communicate with your clients via Gmail? Are you a Google-driven business looking for a simple, automation-driven CRM tool? Copper CRM is an ideal solution for all these.

To those who are less experienced with CRM software, we advise it. Additionally, we suggest it to smaller companies with less complicated workflows who want a simple CRM to integrate with their current tools, such as Google Workspace.

Using BotPenguin, you can create chatbots without writing any code that can seamlessly integrate with numerous CRMs, including Copper.

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