Streamline your data management process with the Copper (formerly ProsperWorks) + UPilot integration

Copper (formerly ProsperWorks) is a CRM solution for Google Apps and G Suite, that helps you to manage your entire sales pipeline, identify your contacts and opportunities and get a visual overview on your entire customer base. Copper is a cloud-solution: all your data are saved automatically, including files sent via email. Recommended by Google itself. Copper is suitable for businesses of all sizes and industries. It includes email marketing tools, lead scoring and list management systems, automation capabilities and a robust integration with Google Apps, especially Gmail/Inbox.

Copper directly interacts with Gmail, Calendar, Google Sheets, Docs and Slides, in order to eliminate a lot of manual data entry work. The sync feature with Google Contacts avoid you to update your contacts in Copper too. Once you’ve updated a contact, Copper will automatically update the contact information. The integration with Gmail allows you to automatically add new contacts, track your emails (opens and views), keep track of all the recent activities, create and send follow-up directly into your inbox. All messages, logged phone calls, completed task and files are automatically attached to the contact profile.

Copper also offers an intuitive reporting system called “Custom Report Builder”, so you can easily turn your data in beautiful and professional visual insights. All the data are connected with Google Sheets and can be shared with other members of the team. The automation features help you to save a lot of time. When you send a calendar invite, change the lead status or send out a proposal, Copper will automate next steps.

UPilot offers the main features of advanced CRM solutions in an extremely simple way. In addition, UPilot focuses on providing businesses and startups with customer relationship management solutions.

UPilot offers an interface that allows its customers to organize, manage and forecast their sales and revenue. It also provides real-time data and information about their sales process to create analyses and reports.

The interface also allows companies to manage their sellers and their businesses. UPilot offers features that allow companies to synchronize and manage their emails through their interface. It also offers businesses a feature that captures their customers' information via their email address.