Custom Copper CRM dashboards
Build customized Copper CRM dashboards that visualize your business metrics and KPIs in real time. Import your data directly from Copper and create your own CRM dashboards.
Sales Project Management
Partner website
About Copper CRM
Copper is a productivity CRM software designed for companies that use Google Workspace solutions such as Gmail, Google Calendar, Google Sheets, and others. They focus on automation and simplicity among Google-driven businesses.
Additional help
Tier
Create real-time Copper CRM dashboards with Plecto
Our Copper CRM integration enables you to create a complete overview of your sales KPIs in real time. Build fully customized Copper dashboards with Plecto and add value to your business metrics through meaningful visualizations.
Display your KPIs on different widgets, including graphs, speedometers, charts, tables, and more! Make it easier to identify the progress towards your goals by adding conditional colors.
Make use of Plecto's unique gamification features by creating leaderboards and contests that spark motivation among your sales team. Set up custom notifications that trigger every time an employee achieves a goal, such as completing a task, closing a new client, or reaching their quarterly targets!
With Plecto's integration to Copper, you can create and configure sales dashboards focused on your leads, opportunities, people, tasks, and more. With Plecto, you can easily display your KPIs on TV screens across the office, on your computer, or access them from your mobile device, thanks to our iOS and Android apps.
What types of data can you import from Copper CRM?
Activities
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Leads
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Opportunities
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
People
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Tasks
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
