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February 14, 2025 - From Copper, with love 💖
February 14, 2025 - From Copper, with love 💖

Check out Copper's latest features and enhancements.

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Written by Marketing
Updated over a month ago

New month, new updates! This Valentines day, we’re back with powerful new features, enhancements, and some much-requested improvements, all to make sure you ❤️ CRM more than ever. Let’s dive in!

  • Relate Pipeline Records has landed! - You asked, we delivered! The ability to relate Pipeline Records to each other is here.

    • Enhanced context: Connect related records across Pipelines (e.g., link a Project to its originating Deal) for better workflow visibility.

    • Improved efficiency: A new "Related Pipeline Record" section is now available in the "Related" tab.

    • Streamlined duplication: When duplicating a Pipeline Record, the new record is automatically linked to the original.

  • Project management enhancements:

    • Reassign Tasks across entities: Tasks can now be reassigned to different entities within Copper.

    • Task panel updates: The new task component is now in the related panel for Pipeline records, with tasks appearing at the top (for users who haven’t customized their layout).

    • Task UI updates: Based on user feedback, we’ve added assignee & due date fields directly within the shared task component for quicker task management.

    • New date picker: Now supports relative date options like Today, Tomorrow, Next Week, making task scheduling easier.

  • Google Voice Integration now available on Android: Android users can now connect their Google Voice accounts directly within the Copper app for seamless calls and communication.

    • Easily connect Google Voice accounts within app settings.

    • More integrated workflow with native Google Voice features.

    • 🚨 Note: This feature is Android-only.

    • Read the Help Center article here.

  • New: email automation for Company Saved Filters 🎯

    • Automate emails based on Company saved filters.

    • Emails are sent to the primary contact of the Company record.

    • The dynamic sender is set as the Company Owner for personalization.

  • Protect your Copper Forms with reCAPTCHA v2: We’ve integrated Google’s reCAPTCHA v2, a more user-friendly way to block spam submissions.

    • Refer to our guide to get reCAPTCHA up and running on your forms!

  • Email automations - To help improve email deliverability and engagement, we’ve made an important change:

    • Users can no longer select "All" default saved filters or the "All" contact type for email automations.

    • This ensures emails are properly segmented and reduce spam risks.

    • Existing automations using “All” will continue to work, but new ones can’t be created with this filter.

  • Open record in the side drawer from email automations: Now, you can open records directly from within email automations, whether it’s a Pipeline Record, Company, or Contact. No extra clicks needed!

  • New: flexible rekindle automations for better relationship management: Keeping relationships warm just got easier! We’ve introduced new relationship warmth bands for Rekindle automations, giving you a more flexible and targeted way to stay in touch.

    • No more manual calculations—simply select from pre-set time bands to automate follow-ups at the right moment.

    • Tailor your outreach to different audience segments by creating multiple Rekindle automations for different time bands.

    • Best practices, unlocked—we’ve added a ton of new resources to help you craft the most effective outreach strategy. No fluff, just actionable insights! Check out the Best Practices for Email Automations article here.

  • Feed improvements: We’ve made several fixes and improvements to the Feed experience, including:

    • A smoother email reply experience (taking users directly to the composer).

    • Fixes for calendar event display issues and email formatting bugs.

    • A fix for an occasional un-clickable nav-menu bug.


  • iOS updates:

    • Meeting link field: Add and manage meeting links directly from mobile.

    • Updated account editing & a revamped Activities Feed.

    • Improved inline image experience for emails.

  • Android updates:

    • Google Voice calling now available directly from Copper!

    • New animations to make navigation more fluid and engaging.

  • And lastly, we squashed some bugs:

    • Fixed blurry UI issues when creating custom fields and converting leads.

    • Fixed tag filtering issue with special characters.

    • Better inline image handling in emails (so emails don’t expand awkwardly).

That's a wrap on this month's release notes! We're already dreaming up the next batch of updates 💭 Watch this space for more to come.

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