Copper

Copper Reporting Templates

Copper is the easy-to-use CRM for businesses on Google Workspace looking to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.

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Actiondesk
Copper
Copper

Actiondesk is a spreadsheet interface that connects to Copper and your other data sources so you can build live reports.

Put your Copper reports on a spreadsheet

Use our pre-built Copper templates to get started quickly. Or you can start from scratch - integrating a data source takes only 2 minutes.

Or, if you have your own use case in mind...

Start building your Copper report

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Connect your Copper data live

Actiondesk connects to Copper and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.

Build reports like Google Sheets

Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.

Slack and email digest

With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.

Edmit founder

“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”

Beth Goulet, Director of Revenue Operations @Edmit

Read Beth's Story
Jphn Hubball

Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.

Josh Hubball, Founder @Level Frames

Read john's Story
Romy Lynch

I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.

Romy Lynch, Co-Founder @Mona

Read Romy's Story

Want to combine data from Copper and other data sources?

Actiondesk can easily blend data from different data sources in a single, unified spreadsheet report.

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