Copper CRM Unveils End-to-End Client Management for Professional Services

Copper CRM evolves into a unified client and project management platform for agencies, consultancies, and professional services, combining project management software, task tracking, and collaboration tools with its CRM to support the entire customer journey from sales to delivery.

Copper, the only CRM that’s a Recommended for Google Workspace™ app, announced its evolution into a unified platform for agencies, consultancies, and professional services firms. Copper now supports the full client journey—from first contact to final deliverable.

Traditional CRMs were built for transactional sales and not the ongoing, collaborative work of professional services. Many are bloated with unnecessary features while lacking flexibility, forcing teams to sell in one system and deliver in another. Copper is setting out to close that gap.

“CRMs are traditionally systems of record, but we see Copper as a system of action as well,” said Steve Holm, CEO at Copper. “This marks a new chapter for Copper—one informed by the real challenges of agencies and consultancies who’ve been forced to navigate disconnected tools for sales and delivery. Our goal is to unify that experience in one platform.”

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A Seamless Customer Journey: From First Touch to Fulfillment

Copper’s new approach supports every phase of the client journey, helping professional services teams move seamlessly from sales to delivery, while building long-term relationships in the process:

• Connect with leads – Copper helps build relationships from the first email or meeting, capturing every interaction and organizing it automatically around contacts.
• Win deals – Streamline the sales process with visual drag-and-drop pipelines, automations and flags that keep teams on track; while fully custom dashboards and reports help forecast revenue with confidence.
• Deliver projects – Kick off a new project directly from a closed opportunity. Manage tasks, workflows and client communication all in a single tool.
• Create repeat business – Loyal customers fuel long-term success. Stay engaged, follow up with ease, and never miss an opportunity to reconnect.

SOURCE: PRWeb