1. [Home](https://www.g2.com/) 2. ... 3. [CRM Software](https://www.g2.com/categories/crm) 4. [Copper Discussions](https://www.g2.com/products/copper/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7aa022e0794ddf312ed089ff47fb04c1/copper.jpg "Product Avatar Image") ![Reward for good Copper reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/27062/medal.svg "Reward for good Copper reviews") ](/products/copper/reviews) [ Copper ](/products/copper/reviews) (1,158)4.5/5 Copper is the only client and project management tool that's a Recommended for Google Workspace app. Built for agencies, consultants and professional services, Copper helps you connect with leads, win deals, deliver projects and create repeat clients. All in one easy-to-use tool. Join 30,000+ professional services businesses in building more valuable, longer-lasting relationships. Collect leads with website contact forms or scan business cards from our mobile app. Leads flow effortlessly into your sales pipeline. Pipeline flags and reports help you keep things moving. Transition new clients over to your onboarding or project delivery pipelines with one click. Manage next steps and tasks directly on your pipeline without needing to click into projects. Copper’s integration with Google works seamlessly with your Gmail, Calendar and Drive, you never have to switch tabs to add leads, track email conversations, find files and manage tasks in your marketing and sales process. Talking to a new person? Add new contacts directly from Gmail through our Chrome Extension. Hover over any Copper contact for rich, contextualized communication and activity details. Surface your CRM reminders and tasks alongside your Gmail inbox. Speed up your email responses with email templates, automations and merge fields. Add new leads and update old ones based on your email interactions, Google Contacts and Copper suggestions. Manual data entry is a thing of the past. Your Google Calendar gets a makeover too. You can look up event details, customer interactions, and materials directly from Google Calendar without breaking your workflow. Stop hunting for files, they're right where you need them. Files and Google docs sync to your Copper contact records automatically. Quickly surface customer files across company and deal records, and easily attach suggested files in Gmail based on your email activity. Export any data from Copper directly to Google Sheets via the custom report builder, or connect to Looker Studio to visualize Copper data longside other data sources. Show More * * * ### 31 Discussions ### 35 Participants ### 69.0 Nps Score Already have Copper? ### All Copper Discussions Search Most CommentedMost HelpfulPinned by G2Newest All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Pinned by G2 Newest Filter by All Discussions Discussions with Comments Pinned by G2 Discussions without Comments ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 4 years ago More Options - [ # Is there a way for me to associate 1 person with multiple companies? I have that need if so. ](/discussions/is-there-a-way-for-me-to-associate-1-person-with-multiple-companies-i-have-that-need-if-so) I have some clients who own multiple companies, and some of those companies may have mutual or separate opportunities. All of those opportunities, though, roll up under the same owner. [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.&title=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • almost 5 years ago More Options - [ # How Do I create a custom workflow from A-Z step by step ](/discussions/how-do-i-create-a-custom-workflow-from-a-z-step-by-step) [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.&title=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 5 years ago More Options - [ # no ](/discussions/35189-no) no [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.&title=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![George A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "George A.") GA Loading... [George A.](https://www.g2.com/users/7dfcbaca-6bb2-4575-9352-458cadca2de3 "George A.") • over 5 years ago More Options - [ # Are they any instructional videos. ](/discussions/33637-are-they-any-instructional-videos) I would like to understand how to best use all it's Such as using the the Project template, Sales and Business Development. [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.&title=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • over 5 years ago More Options - [ # Can I do workflows in areas such as the mining or construction industry? ](/discussions/33634-can-i-do-workflows-in-areas-such-as-the-mining-or-construction-industry) Of course. You can use the triggers that are activated as the opportunities advance in the Copper funnel, making the different areas (finance, operations, purchases, etc.) find out as soon as the opportunity advances. [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.&title=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") G2 Verified User • almost 6 years ago More Options - [ # The power of Copper is it's ease of integration with Gmail and G Suite. Do you see a trend to platforms integrating through Google, and is this a threat to Salesforce? ](/discussions/31065-the-power-of-copper-is-it-s-ease-of-integration-with-gmail-and-g-suite-do-you-see-a-trend-to-platforms-integrating-through-google-and-is-this-a-threat-to-salesforce) Is there a support group for those who can't handle using Salesforce? [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.&title=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Rachel H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rachel H.") RH Loading... [Rachel H.](https://www.g2.com/users/b57ee098-f9aa-4e60-8a70-2554bc17f372 "Rachel H.") • about 6 years ago More Options - [ # What is the best way to find and merge duplicates without having to scroll down the list over and over again? ](/discussions/28248-what-is-the-best-way-to-find-and-merge-duplicates-without-having-to-scroll-down-the-list-over-and-over-again) We have lists of nearly 80,000 or more contacts, and I need to merge them when attempting to clean Copper. There isn't a current system that allows us to find possible duplicates, so much of this is done by hand. I would love for an easy way to not have to start from the beginning of the list... [Read more](/discussions/28248-what-is-the-best-way-to-find-and-merge-duplicates-without-having-to-scroll-down-the-list-over-and-over-again) [ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.&title=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") G2 Verified User in Computer Software • over 10 years ago Posted by Copper Posted by Copper More Options - [ # What does the Chrome Extension do? ](/discussions/what-does-the-chrome-extension-do) [ chrome extension ](https://www.g2.com/tags/chrome-extension)[ gmail integration ](https://www.g2.com/tags/gmail-integration)[ crm ](https://www.g2.com/tags/crm)[ CRM Software ](https://www.g2.com/tags/crm-software) * * * \<0\>0\>Upvotes * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.&title=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") G2 Verified User in Computer Software • over 10 years ago Posted by Copper Posted by Copper More Options - [ # How 'secure' is Copper? ](/discussions/how-secure-is-prosperworks) [ crm ](https://www.g2.com/tags/crm)[ security ](https://www.g2.com/tags/security)[ Data Security ](https://www.g2.com/tags/data-security)[ CRM Software ](https://www.g2.com/tags/crm-software) [ Secure Remote Working ](https://www.g2.com/topics/secure-remote-working) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.&title=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") G2 Verified User in Computer Software • over 10 years ago Posted by Copper Posted by Copper More Options - [ # What are the types of reports? ](/discussions/1761-what-are-the-types-of-reports) [ crm ](https://www.g2.com/tags/crm)[ reporting ](https://www.g2.com/tags/reporting)[ sales pipeline ](https://www.g2.com/tags/sales-pipeline)[ sales pipeline management ](https://www.g2.com/tags/sales-pipeline-management) [ Sales Forecasting ](https://www.g2.com/tags/sales-forecasting)[ CRM Software ](https://www.g2.com/tags/crm-software) Show More * * * \<0\>0\>Upvotes * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.&title=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Copper+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Copper+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%0aAsk+Copper+questions+and+get+answers+from+expert+users+in+our+Copper+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") - [‹ Prev‹ Prev](/products/copper/discuss) - [1](/products/copper/discuss) - 2 - [3](/products/copper/discuss?page=3) - [Next ›Next ›](/products/copper/discuss?page=3) ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/copper/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/a43c4e9fd5e0c3b3012653a35d0d7c2a/copper.svg "Product Avatar Image") ### Have you used Copper before? Answer a few questions to help the Copper community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fcopper%2Fdiscuss%3Fpage%3D2%26small_ask%3Dcopper) No ## Top Contributors in Copper 1 ![John M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John M.") JM Loading... ### [John M.](https://www.g2.com/users/6601f424-6a2e-4e2d-9948-2c68ea44c78a "John M.") Owner 3 pts 2 ![Ryan Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ryan Z.") RZ Loading... ### [Ryan Z.](https://www.g2.com/users/be70b604-ab1d-46bf-adf7-020b8600b755 "Ryan Z.") Financial Analyst 2 pts 3 RG Loading... ### [R G.](https://www.g2.com/users/04d8959c-4ebe-4313-95e1-0974f83db3d5 "R G.") Manager 1 pt 4 ![Greg H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Greg H.") 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