Sunsama is a great app for note taking, task management, and planning your week. I use Copper CRM to keep track of leads and opportunities. It would be great if Sunsama could integrate with Copper CRM. That way I can associate tasks to specific leads or opportunities in Copper CRM.

I would like to be able to plan out my day, and move over say 20 opportunities to follow up with on "Monday" and 15 leads from a conference on "Tuesday". This kind of specific work week planning is what I am looking for, along with the ability to add notes to the tasks, show the historical records of working through tasks, marking them as completed, assigning them to other team members, etc.

Eventually I would like to be able to assign leads or opportunities to my team members and have them plan out their week and present what they are going to work on to me or I can view their space to see what leads or opportunities they are following up with and when, etc. The tasks management in Copper is not great. I need tasks planning + week planning + Copper CRM all in one.

Thanks for your consideration!