Copper CRM

Native Gmail, Calendar & Drive Sync

Copper is purpose-built for Google Workspace, with a Chrome extension and native integrations that let you add leads, track conversations, find files, and manage tasks directly in Gmail and Google Calendar. It also syncs contacts, emails, and files seamlessly.

Eliminate tab-switching and keep your entire customer journey in one place while working where you already spend your day.

Capture and Act on Every Lead

Collect leads from referrals, paid ads, events, or organic sources using contact forms, business card scanning, and LinkedIn research. Automate instant responses, welcome emails, and follow-up sequences to keep prospects engaged.

Never miss a lead again and respond immediately to every inquiry, improving conversion rates.

Visual Pipelines with AI-Powered Flags

Use drag-and-drop pipelines to see where every deal stands, sort by value, understand win probability, and identify slipping deals. Pipeline automations trigger emails or reminders when you move opportunities to the next stage.

Close more deals with a clear, visual sales process that flags risks and automates follow-ups.

From Closed Deal to Delivered Project

Duplicate closed opportunities into projects for service delivery, onboarding, and more. Assign tasks, centralize follow-ups, and collaborate across sales, project managers, creatives, finance, and contractors in a single tool.

Say goodbye to handoff documents and keep your entire team aligned from sale to delivery.

Automate Admin Work and Gain Insights

Log calls, meetings, and activities automatically. Create custom reports to project revenue, identify customer trends, and view team activity. Use workflow automation to stop doing repetitive admin work.

Save hours of manual data entry and make data-driven decisions with real-time reporting.

Turn One-Time Clients into Repeat Business

Use the Feed to get a bird's-eye view of team activity, automatically reconnect with contacts you haven't heard from, and send follow-up emails requesting reviews or referrals after project completion.

Build long-term loyalty and generate more referrals without extra manual effort.

• Native Google Workspace IntegrationCopper is built specifically for Google Workspace, allowing you to manage contacts, deals, emails, and files directly within Gmail and Google Calendar. This reduces tab-switching and speeds up adoption, as one customer noted setup took 3 days versus 3 months with HubSpot.
• All-in-One Customer Journey ManagementCopper covers the entire customer lifecycle—from lead capture and pipeline management to project delivery and repeat business. You can convert closed deals into projects, automate follow-ups, and track team activity in a single tool, eliminating handoff documents and disjointed workflows.
• Strong Automation and Workflow FeaturesCopper includes task automation, workflow automation, email series, and pipeline automations that trigger emails or reminders when deals move stages. This reduces manual admin work and helps teams stay consistent with follow-ups and project tasks.
• Trusted by 30,000+ CompaniesCopper is used by over 30,000 companies across industries like consulting, agencies, construction, and financial services. Customer testimonials highlight its ease of use, quick setup, and seamless Gmail integration, making it a reliable choice for service-based businesses.

• Pricing Tiers and LimitsCopper offers three paid plans: Basic ($29/seat/month), Professional ($69/seat/month), and Business ($134/seat/month), with annual billing discounts up to 26%. Each tier has different contact limits (2,500 for Basic, 15,000 for Professional, unlimited for Business) and feature sets, so you must choose based on your team size and needs.
• Integrations and Add-OnsWhile Copper integrates with many apps, specific integrations like PandaDoc, DocuSign, and QuickBooks are mentioned for contracts and proposals, but not all integrations are listed in detail. The website also mentions a Chrome extension and mobile app, but you should verify which third-party tools are supported for your workflow.
• AI and Automation CapabilitiesCopper mentions AI-powered flags and alerts in pipelines, but the exact scope of AI features is not fully detailed. The site also references 'doing AI' wrong in a blog post, so it's important to understand what AI functionality is actually included in your plan before relying on it.
• Contact Limits and ScalabilityThe Basic plan has a 2,500 contact limit, which may be restrictive for growing businesses. The Professional plan increases this to 15,000, and only the Business plan offers unlimited contacts. If you anticipate rapid growth, you may need to budget for a higher tier or consider how contact limits affect your usage.

Capture Leads from Every Channel

Copper collects leads from referrals, paid ads, events, and organic sources. Use contact forms for website visitors, scan business cards at events, and add prospects directly from LinkedIn or any website without switching tabs.

Win Deals with Visual Pipelines

Track every lead in your sales process with drag-and-drop pipelines. Sort opportunities by value, understand win probability, and identify slipping deals. AI-powered flags and alerts help you stay on top of your pipeline, and automations trigger emails or reminders when you move deals to the next stage.

Deliver Projects Seamlessly

Kick off a new project directly from a closed opportunity. Duplicate closed deals into projects to handle service delivery, onboarding, and more. Assign tasks and follow-ups from centralized task lists or within projects, and automate admin work like logging calls, meetings, and activities.

Create Repeat Business

Stay engaged with customers and never miss a chance to reconnect. Use the Feed to get a bird's-eye view of team activity across emails, projects, and tasks. Automatically rekindle contacts you haven't heard from in a while, and send follow-up emails to request reviews or referrals once projects wrap up.

Define the exact AI Automation & Workflow Tools workflow Copper CRM should support.

Compare it with closely related AI tools in the same category before committing.

Set review rules for accuracy, privacy, brand voice, compliance, and final approval.

Connect useful outputs to the wider stack instead of leaving them inside the AI tool.