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Copper

Be there for your clients, every step of the way.·copper.com

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$23–$134/user/mo · No free plan (14-day trial) See pricing ↓

Copper is a CRM platform built for relationship-driven, service-based businesses, integrating natively with Google Workspace (Gmail, Calendar, Drive). It helps teams organize contacts, track sales pipelines and deals, manage projects tied to closed deals, automate tasks and emails, and generate custom reports, all from within tools they already use.

What it's for

Organizing contacts and customer relationshipsTracking sales opportunities through customizable pipelinesManaging projects created from closed dealsAutomating recurring tasks and notificationsCapturing leads through web formsSending automated follow-up and re-engagement emailsGenerating custom reports on pipeline and team activityManaging client relationships directly from Gmail and Google Calendar

Features 20

  • AI email re-writer
  • AI email template generator
  • Bulk email sending
  • Chrome extension for Gmail, Calendar, Meet, and LinkedIn
  • Contact and company management
  • Contact and email enrichment
  • Custom reporting and dashboards
  • Customizable sales and project pipeline templates
  • Data import and export tools
  • Developer REST API
  • Email open and click tracking
  • Gmail, Google Calendar, and Google Drive integration
  • Lead capture web forms
  • Mobile apps for iOS and Android
  • Multi-currency reporting
  • Pipeline automation with triggers and alerts
  • Project management created from closed deals
  • Sales pipeline and deal tracking
  • Single sign-on (Okta)
  • Task and workflow automation

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
LanguagesEnglish
Forservice-based businesses, agencies, consultants, small to mid-sized teams, production companies, media & creators, financial advisors, construction companies
CompanyCopper CRM, Inc.

Integrations

JustCallGoogle CalendarLinkedInSlackQuickBooksChromeRingCentralZapierGmailSurfePandaDocGoogle DriveGoogle SheetsZendeskGoogle MeetOktaGoogle WorkspaceDocuSignLooker StudioMailChimpTimmy.io

Complianceself-reported

GDPREU-U.S. Data Privacy Framework (EU-U.S. DPF)Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF)PIPEDAUK Extension to the EU-U.S. Data Privacy FrameworkColorado Privacy Act (ColoPA)Virginia Consumer Data Protection Act (VCDPA)TRUSTe Data Privacy Framework VerificationCPRA (formerly CCPA)

Resources

Pricing

Plan names (Basic, Professional, Business) and their feature/usage differences are shown, but exact subscription prices are not publicly listed; all plans offer a 14-day free trial with no credit card required.

BasicQuote

Offers a 14-day free trial; exact subscription price not shown on the pricing page.

ProfessionalQuote

Offers a 14-day free trial; exact subscription price not shown on the pricing page.

BusinessQuote

Offers a 14-day free trial; exact subscription price not shown on the pricing page.

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Last checked 2 months ago·