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March 17, 2025 - Spring cleaning and smarter automation 🌱
March 17, 2025 - Spring cleaning and smarter automation 🌱

Check out Copper's latest features and enhancements.

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Written by Marketing
Updated over 2 weeks ago

New month, new updates! As we get ready to welcome spring, we’re freshening things up with some powerful automation improvements, polished UI/UX updates, and a host of much-requested fixes. Let’s dive in!

  • Smarter email automations: We’re making automations more flexible and powerful than ever!

    • Business Plan customers can now create email automations with up to 7 steps – More touchpoints, better engagement, same easy setup.

    • Pause & resume email automations – You can now pause and resume sending directly from the automation list or the details panel (which is also accessible from your pipelines!) Learn more in the Help Center

    • Save automations as drafts – No more starting from scratch! You can now save email automations as drafts, tweak them as needed, and launch when you're ready.

      • Easily distinguish between drafts and live automations in the list and details panel.

      • Change everything in a draft—just add something before saving!

  • Project management enhancements: Managing tasks and pipeline records just got smoother:

    • UI/UX improvement to the Win/Done Status Modal – A cleaner, more intuitive experience when closing out deals and projects.

    • Default Task Creation set to "To Do" – No more guessing what status a new task should have; it now defaults to "To Do."

    • Delete/unrelate tasks in the Related Task Component – Users can now remove tasks directly within the related panel, based on feedback from our community.

  • Mobile app updates: iOS & Android just got a fresh coat of polish!

    • Smarter timestamps, refreshed comments, and smoother interactions when adding comments.

    • Better overall experience when collaborating on records from mobile.

    • A fix was applied to enhance security and prevent spoofing risks.

  • 🐞: We’ve also tackled some high-priority bugs and security fixes to keep Copper running smoothly.

That’s a wrap for March! We’ve got even bigger updates brewing, so stay tuned for more enhancements next month. 👋

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