About Copi
Copi lets sales teams send decks, proposals and other content through trackable links and see when prospects open them. Knowing who viewed what and when helps a rep time a follow-up instead of guessing. It sits in the CRM and sales-tooling space.
The site says files can be protected with password, email and expiry controls, and that AI insights help teams close deals faster. The supplied homepage text contained only the page title, so detailed features, integrations and pricing are not confirmed.
Key features
- Trackable sharing links for sales content
- Real-time view notifications
- Password, email and expiry protection
- AI insights on viewer engagement
- Tags
- sales
- document-tracking
- crm
- content-sharing
- ai
- follow-up
Copi: questions and answers
- What is Copi?
- Copi is a sales enablement tool that shares files securely and tracks who views them in real time so reps can follow up at the right moment.
- Is Copi free?
- Yes. Copi has a free plan.
- Is Copi open source?
- No. Copi is proprietary (closed-source) software. In the CRM category, open-source options include Twenty, Krayin CRM and SuiteCRM.
Open-source alternatives to Copi
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Twenty
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The #1 Open Source CRM for modern teams. Modular, scalable, and built to fit your business
OSSvs Salesforce★ 58k
Krayin CRM
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Krayin CRM is Free & Open Source CRM Built with Laravel for Customer, Lead, and Sales Mana
MITvs Salesforce★ 24k
SuiteCRM
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SuiteCRM - Open source CRM for the world
AGPL-3.0vs Salesforce★ 5.8k
Frappe CRM
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Fully featured, open source CRM
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EspoCRM
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EspoCRM – Open Source CRM Application
AGPL-3.0vs Salesforce★ 3.4k
CordysCRM
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🔥 Cordys 是由飞致云匠心打造的新一代的开源 AI CRM 系统,深度融合信息化、数字化与智能化能力,支持私有化部署,全面保障企业数据安全与主权。
OSSvs Salesforce★ 2.8k
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PandaDoc
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