New month, new updates! As we dive into April, Copper’s getting a serious glow-up — from a slick new navigation rollout to powerful behind-the-scenes upgrades that’ll save time and keep your workflows humming. Let’s get into it!
New main navigation: We’ve started rolling out our brand-new main navigation to paid customers, and it’s already making waves. Here’s what’s new:
Feed & Tasks now have their own space – Prioritize time-sensitive action items with top-level visibility.
Improved Pipeline access – Dive into specific pipelines with fewer clicks to manage your deals, projects, and processes faster.
Settings menu – The most relevant settings are now front and center (no more scavenger hunts), under your name in the top left hand corner.
New home for the Global Create button – Quickly spin up records and take action from anywhere.
Learn more here.
🔔 Heads up: This rollout will hit 100% of paid customers by Monday! Keep an eye out for the in-app product tour to help you get oriented.
Automate from Saved Filters: Now 100% live for Pro & Business plans.
Create email automations straight from your saved Lead, Person, or Company filters.
Already created one? It'll now show up under the lightning bolt for easy access.
Everyone can see automation statuses from the details panel — great for cross-team visibility and collaboration.
The Copper Chrome Extension is now... everywhere:
Use the Copper Chrome extension to keep your CRM updated on ANY website. Yep that's right!
Reach out to leads directly from their site, LinkedIn, or any tab you're on — no tab-switching required. Just click, compose, and go.
Pin CRX for quick access – Keep Copper handy wherever you're browsing.
Instant company insights – The CRX will automatically surface matching company records based on domain.
Send email right from CRX!
All-new email composer (built for the CRX)
Compose, edit, and send emails without breaking your flow
Works seamlessly in the side panel (hello, multitasking!)
Task reordering on Pipeline Records is here: Finally, drag-and-drop task planning.
When viewing Related Tasks on Pipeline Cards or Records, you can now reorder tasks by dragging and dropping them.
Sort tasks however you like.
Great for planning Projects with high-priority, no-due-date tasks.
Access granted to all users with Pipeline Record edit permissions.
Task Filtering by Pipeline: You can now filter tasks by pipeline in Project Management. This makes it easier to view and manage tasks related to specific Pipelines, helping teams stay organized when handling multiple projects.
Mobile:
New dashboard-style Feed view
Improved activity filters
Refreshed design to make navigation faster and smoother
🐞 Bug fixes: We’ve squashed some pesky bugs and made things even smoother behind the scenes.
Email merge fields with whole numbers no longer show decimals
Fixed: “Unable to delete user” error (no more reloads!)
Fixed: CRX hyperlinking issues on Gmail compose
That’s a wrap for April! We’ve got even bigger updates in progress, so stay tuned for more enhancements next month. 👋