Copper CRM

Copper is our central system for managing client relationships and tracking projects. It is our single source of truth for client and event information. All important communications and updates should be logged in Copper so the team has complete visibility. 

This tool is specifically designed for managing and tracking our client relationships, sales pipelines, and ongoing projects. Think of Copper as the filing cabinet and project dashboard. It is the permanent home for all client and project information. Gmail is where the conversation happens; Copper is where the record is kept. 

How to use Copper at Pilina:

Client Management: Every client, from initial outreach to ongoing partnership, is tracked in Copper. You’ll have access to client histories, contact details, event information, and related files in one place.

Project Tracking: Copper helps us follow each sourcing project through its key stages—such as RFP submission, proposal review, contract negotiation, and event completion.

Integration with Gmail: Copper connects directly with Gmail so client emails, calendar invites, and tasks sync automatically. Always ensure important communications are linked in Copper, so information isn’t siloed in inboxes.

Task & Reminder Management: Use Copper to assign tasks, set reminders, and track follow-ups. This ensures nothing is missed and that everyone on the team has visibility into project responsibilities.

Dashboards & Reporting: Copper dashboards provide a snapshot of client activity and project progress. These reports help monitor workloads and outcomes, keeping us aligned on client needs and deadlines.

Example: You had a call with a client to finalize budget priorities. You send the follow-up email from Gmail, but in Copper you log a note under the client’s record summarizing the decisions. Later, if another team member needs context, they check Copper — not your inbox.