The all-inclusive CRM for activity and membership businesses. Built-in dialer, 10DLC SMS, drip campaigns, appointment calendar, and reports. No per-seat fees. No separate Twilio bill.
Most CRMs leave the hard parts to you. We bundle every piece you need to run a multi-location lead operation — one bill, one login, one team to call.
Import your leads, set up your campaigns, watch your pipeline grow. We handle onboarding.
Bring in leads from Facebook ads, spreadsheets, or your old CRM. We handle the data migration.
Set up automated drip sequences — calls, texts, and emails on the schedule you choose.
Track every lead from first contact to appointment to sale. See what's working and what isn't.
One platform, every workflow. Powerful enough for 15 locations. Simple enough for a team of one.
Hands-free dialing through your queue. Automatic voicemail drops, in-call SMS, keyboard shortcuts. Per-rep voicemail recordings + per-org default fallback. Recent Calls review panel for editing dispositions.
Most used10DLC carrier-registered, deliverable. Conversations thread inside each lead. STOP-keyword handling built in.
Up to 600 messages per hour. Schedule for later, live cost preview, TCPA quiet-hour enforcement per recipient timezone.
Kanban board with drag-and-drop. Bulk reassign, bulk delete, bulk tag. 30-day Trash recovery for accidental deletes. Mobile-friendly stage picker.
8 pre-built drips trigger on status changes. Mix SMS, email, voicemail. TCPA-compliant.
Today at a Glance refreshes every 60s. Auto-Dialer reports show calls/hr, contact rate, best time to call. Per-rep leaderboards, sales funnel, time clock.
All clocked-in reps ring at once. Misses fall to per-org voicemail in your own voice. Caller ID enrichment.
Color-coded month grid. Drag-to-reschedule. Automatic 24h and 1h reminders via SMS and email.
SMS + note templates with token substitution (first name, agent name, company). Org-wide library, edit anytime.
Per-location timezones, role-based access (owner / manager / staff). Each location keeps its own pipeline, calendar, and reports.
Full responsive UI. Answer inbound calls, check pipeline, fire SMS blasts — from your phone.
Active development. Ask us about timing if any of these are critical for your rollout.
Direct Meta API integration. New form submissions land in your CRM the moment a lead hits submit. Currently in App Review.
Sync existing Gmail conversations into each lead's timeline. Reply from inside the CRM or keep using Gmail.
Bulk RVM through Slybroadcast for drip campaigns. Drop hundreds of voicemails without phones ringing.
No per-seat fees. No separate Twilio bill. No surprises.
All plans include 10DLC SMS registration, dedicated onboarding, data migration from your current CRM, and full team training. Annual billing saves ~13% — no setup-fee discount.
SMS and voice allowances cover typical multi-location operation. Overage at $0.010–$0.015 per SMS and $0.03–$0.04 per voice minute depending on tier — most customers never see overage charges. Heavy-volume operators are pre-quoted at Enterprise.
Pricing subject to change with 30 days written notice to existing customers. Overage rates may adjust to reflect changes in underlying carrier costs (SMS + voice telephony).
If your team follows up with leads, Copper & Dial is for you.
Singles events, social clubs, travel groups. Multi-location pipelines, event scheduling, recurring renewals, member lifecycle drips.
Trial-to-membership conversion, appointment tracking, no-show recovery drips, location-aware reporting.
Tutoring, med spas, real estate, insurance — any operation where lead-response time and follow-through directly drive revenue.
Schedule a free demo and we'll walk through Copper & Dial against your exact workflow. We'll have you live in under a week.
Schedule a Demo