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Getting started

Your one-stop-shop for onboarding, and everything you need to know about managing relationships, pipelines and projects.

Basics

Start with your foundation, like managing your leads, people, companies, projects and tasks.

Settings & Customization

Dial in your settings, info, projects, advanced workflows and customization.

Reporting

Access high-powered reporting that gives you crystal clear visibility into deal flow and performance.

Integrations

Flow with Google Workspace, lead-generation platforms, accounting, customer communications software and more.

Users & Subscription

Easily manage your account subscription and billing information, add or remove new users, and more.

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  • Other ways to get help

    Contact Support

    We’re here for you. Submit a ticket or contact our customer support team, available via chat.

    Training & Webinars

    Whether you’re advanced or a brand new user, we’ve got the tools to help you move through your platform with ease.

    Developer API

    Need more customization? Build your own applications to customize the Copper workflow more tailored to your team needs.

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