Copi helps sales and marketing teams share content securely with robust access controls, tracking, and analytics to close more deals.

Easily share links and documents while tracking customer interactions. With Copi, transform engagement data into actionable insights for your sales strategy.

Gather structured data wherever it lives on the web

Hi Everyone! We just launched new feature on Copi - AI powered insights. We envision AI as more than a chat prompt that waits for questions. It should understand users' needs and proactively help them achieve their goals. At Copi, we aim to empower growth team members in understanding customer engagement better. With our newly launched Copi AI insights, we analyze customer engagement data and provide proactive recommendations and action plans to help users close deals better. This is the first version of Copi AI Insights, and I can't wait to see how it evolves as we continue building! Do give it a try and let us know any feedback. Thank you!

I’ve found this tool to be one of those rare things that actually makes my work feel lighter and more manageable. Before, sharing and keeping track of things always felt a bit messy — I’d send something out and then just wait, never really sure if it was being noticed or forgotten. With this, I feel much more in control of the whole process. It gives me the clarity I was missing and takes away that constant guessing game. What I really like is how natural it feels to use. It doesn’t add extra steps or make things complicated; instead, it just fits smoothly into what I’m already doing. At the same time, it gives me that peace of mind that I’m not losing track of important moments. I’ve noticed that I follow up with much more confidence now, and that little shift has had a big impact on how I approach conversations. Overall, it’s not just about sharing anymore — it’s about working in a way that feels smarter and more intentional. For me, it’s made a real difference in staying organized, saving time, and feeling more assured in the way I connect with others.