We’ve been working hard in 2025 to make Copper your end-to-end CRM, from nurturing relationships and closing deals to managing and delivering projects that keep clients coming back.
In this video walkthrough, we walk through Copper’s latest project management upgrades — all designed to help you plan, track, and collaborate without ever leaving Copper. You’ll see:
How to group and filter tasks for better visibility across projects
The ability to pin and reorder your favorite pipelines
Enhanced task and subtask management right from your project view
A brand-new Pipeline Settings sidebar with built-in automation setup
Subtasks are now supported in Workflow Automations, so even the smallest steps in your process can run automatically
Whether you’re scoping new projects, managing deliverables, or setting up repeat services for happy clients, Copper now connects every stage of your customer journey, from first lead to final delivery, in one smooth, connected flow.
Learn more and explore use-cases here.
As always, if you have any questions or feedback — drop us a line in Copper using the in app chat! 💬