Copper: crm features and setup

Overview

In a Google Workspace environment, work may begin with a Gmail conversation and only later become a sales opportunity. Decide when a relationship needs a formal record and which details should move from the email conversation into the business process. Moving from sales to a project also requires transferring context to the service delivery team, not just changing a status. In a pilot, check that the customer and team understand what was agreed and who is responsible for follow-up after the sales stage ends.

Features

• Integration with Gmail and Google Workspace
• Sales and project tracking
• Lead intake and email sequences

Business uses

• Turning an inquiry received by email into a deal with a follow-up task
• Moving a closed deal into a service delivery process

Getting started

• Connect a test account and map the path from a Gmail inquiry to a customer project.
• Take a test Gmail conversation and turn it into a sales record with contact details and a defined follow-up action.
• Move the case to the service delivery stage and check that the project and new owner receive the needed context without copying the entire inbox.

What to check

• Check which messages will be visible to the rest of the team and which remain private.
• Assess fit for employees who do not use Google Workspace before choosing it for the organization.