Copper (ProsperWorks CRM)

Call Logging

With Call Logging, Copper enables users to easily record details about phone conversations with clients or leads directly in the CRM. This feature allows teams to capture important insights from discussions without disrupting their workflow. By addressing the challenge of lost information during calls or miscommunication among team members, Call Logging ensures that valuable context is retained for future interactions and decision-making.

Contact Management

The Contact Management feature provides a robust system for organizing customer information in Copper. Users can store essential details such as contact history, preferences, and interaction logs in one place. This functionality addresses the issue of fragmented customer data across various platforms by allowing teams to access complete profiles quickly. It enhances relationship management efforts by ensuring that all team members have up-to-date information at their fingertips for more informed engagement with clients.

Customer Support

The Customer Support feature within Copper provides businesses with the tools necessary to manage client inquiries and issues seamlessly. It enables teams to track support tickets, assign responsibilities, and monitor resolutions in real-time. By centralizing customer support activities, this feature addresses the common challenge of fragmented communication, ensuring that customers receive timely assistance while enhancing overall satisfaction and loyalty.

Lead Scoring

The Lead Scoring feature helps businesses prioritize leads based on their likelihood to convert into customers. By assigning scores based on engagement metrics such as email opens, website visits, and social interactions, teams can focus their efforts on high-potential prospects. This capability tackles the common issue of time wasted on low-quality leads by ensuring that sales resources are allocated effectively toward those most likely to generate revenue.

List Management

With List Management, users can efficiently organize and categorize contacts, leads, and opportunities within Copper. This feature allows teams to create segmented lists based on various criteria such as demographics or engagement levels. By facilitating targeted outreach and personalized communication, List Management helps resolve the issue of disorganized contact data, ensuring that sales and marketing efforts are more focused and effective.

Marketing Automation

Copper's Marketing Automation feature streamlines marketing campaigns by automating repetitive tasks such as email outreach, social media posting, and lead nurturing workflows. Users can set up triggers based on customer interactions or predefined timelines to ensure timely follow-ups and personalized communication. This capability solves the problem of inefficient manual marketing processes, allowing teams to focus on strategy while maintaining consistent engagement with leads.

Product Catalog

The Product Catalog feature allows users to manage a comprehensive list of products or services offered by the business within Copper. Users can add detailed descriptions, pricing information, and availability status for each item. This centralized catalog addresses the challenge of inconsistent product information across different channels by providing sales teams with immediate access to accurate data when engaging with prospects or clients.

Project Management

Copper’s Project Management feature equips users with tools to plan, execute, and track projects directly within the CRM platform. Teams can create project timelines, assign tasks, set deadlines, and monitor progress in real-time. This functionality addresses the challenges of project visibility and accountability by keeping all project-related information centralized, ensuring that everyone stays aligned and projects are completed efficiently.

Quotes (Proposals)

The Quotes feature allows users to create professional proposals directly within Copper. This tool streamlines the process of generating quotes by enabling users to customize templates with pricing, terms, and conditions specific to each client. By automating this function, businesses can significantly reduce the time spent on proposal creation, ensuring that responses to potential customers are timely and accurate. This feature addresses the challenge of inconsistencies in proposals and helps maintain a professional image while improving the chances of closing sales.

Referral Tracking

The Referral Tracking feature enables businesses to manage and monitor referrals generated by existing customers or partners. This tool provides insights into which sources are driving the most referrals, allowing teams to optimize their referral programs effectively. By addressing the challenge of measuring referral success, this feature helps organizations capitalize on word-of-mouth marketing and incentivize satisfied customers to promote their products or services.