Copper

prosperworks.com
Productivity CRM Business management

Copper by ProsperWorks is a CRM built for teams that want fast, organized sales and relationship management. It helps you manage leads, contacts, opportunities, and pipeline activity in one place, while keeping customer context connected to the work your team actually does. With strong adoption and a focus on usability, Copper is widely used by sales teams to stay on top of follow-ups, reduce manual admin, and keep pipeline data accurate.

Connect Copper so BOBs can continuously turn CRM updates into the next best action—keeping projects and people current without manual check-ins. When new CRM signals appear, BOBs can immediately create or update the right records, attach the right context, and ensure the pipeline stays clean and current as work progresses.

This enables use cases like: instant pipeline routing for new leads and opportunities, automated relationship housekeeping (keeping contact details and person records up to date), and ongoing delivery of follow-up work tied to specific projects—so sales teams spend more time selling and less time updating CRM fields.

What can BOBs do with Copper?

Perform actions

  • Associate to Project
  • Create or Update Person
  • Create or Update Project
  • Get Object
  • List Object Type Options
  • List Tags Options

Listen to real-time events

  • New Lead (Instant)
  • New Opportunity (Instant)
  • New Person (Instant)