Copper: Comprehensive CRM Automation for Streamlined Business Management
Copper is an advanced CRM solution to enhance your project, task, and contact management.

Key Features

• Automation: Optimize key business processes and manage relationships efficiently with robust actions and triggers.
• Integration: Centralize all business operations on one user-friendly platform.

Actions

• Task Management
  • Create Task: Quickly add tasks and assign to team members.
  • Get Task: Retrieve task details for updates.
  • Update Task: Real-time task modifications.
  • Delete Task: Remove completed or unnecessary tasks.
• Project Management
  • Create Project: Start new projects with details and deadlines.
  • Update Project: Modify project information as needed.
  • Get Project: Access specific project statuses.
  • Delete Project: Organize by removing irrelevant projects.
• Company Management
  • Create Company: Add new companies for centralized management.
  • Get Company: Fetch company details efficiently.
  • Update Company: Reflect changes in company records.
  • Delete Company: Remove inactive companies.
• Contact & Lead Management
  • Create Person: Add new contact information easily.
  • Update Person: Keep contact details current.
  • Create Lead: Capture new leads and details.
  • Update Lead: Adjust lead information as necessary.
  • Create Opportunity: Track new business opportunities.
  • Update Opportunity: Modify details as they progress.

Triggers

• Automate workflow with important notifications:
  • Lead Created: Prompt actions for new leads.
  • Company Created: Initiate workflows for new company records.
  • Person Created: Notify team of new contacts.
  • Opportunity Created: Activate tasks for new opportunities.
  • Project Created: Trigger actions on new projects.
  • Task Created: Stay updated on new tasks.
  • Company Updated: Update workflows for changes.
  • Lead Updated: Ensure timely follow-ups on lead changes.
  • Opportunity Updated: Keep team informed on status changes.
  • Person Updated: Notify updates to contact info.
  • Project Updated: Monitor project details efficiently.
  • Task Updated: Get notified on task changes.

Support & Training

• Training Videos: Detailed guides on using Copper effectively.
• Email Assistance: Personalized help for issue resolution.
• Knowledge Base: Access comprehensive resources.

Why Choose Copper?

• Comprehensive CRM Functions: Manage tasks, projects, leads, and contacts in one place.
• Automation Ready: Streamline workflows effortlessly.
• Real-Time Updates: Stay informed on critical changes.

Transform Your Business with Copper
Take control of your operations, simplify processes, and enhance customer management today!