Copper

What it is

Copper is a customer relationship management system that works closely with Gmail and Google Calendar. It keeps shared records for people, companies, opportunities, tasks, projects, emails, and meetings. Higher plans add automated follow-up, group email, reports, and more connections to outside tools.

Ways to use it

Ideas from real executive operations work. Take the ones that fit.

• Maintain an executive relationship list with the last contact, next step, and owner.
• Save Gmail conversations and calendar activity on the correct contact record.
• Track partner, sponsor, donor, recruiting, or sales conversations through defined stages.
• Assign follow-up when a meeting, email, or opportunity reaches a defined stage.
• Move a completed sale into an onboarding or delivery process.