CRM & deal pipeline
Copper
Copper is a CRM designed to run inside Google Workspace. Through a Chrome extension it sits in Gmail, Google Calendar and Google Drive, capturing contacts, email, files and calendar events without a separate data entry step, and adds pipelines, tasks, reporting and automation on top.
Records cover contacts, leads, deals and projects, with configurable pipelines, recurring tasks and notifications, custom reports, and bulk email on the higher tiers. Gmail sync pulls email, contacts and files; Drive documents link to Copper records; Google Sheets and Looker Studio connect for more complex reporting. Integrations include one-click contact capture from LinkedIn, Mailchimp, DocuSign, PandaDoc, QuickBooks, Slack, JustCall and a Zapier connection to thousands of other apps. AI features generate email templates with merge fields and rewrite drafts.
Copper is marketed to relationship-driven service businesses, including agencies, consultancies, financial services firms, media companies, construction firms and technology startups, rather than large sales organizations with a dedicated administrator and a long implementation. The company reports that over 30,000 companies in more than 100 countries use the product.
Pricing is per user across three published tiers, each with a contact limit: 2,500 on Basic and 15,000 on Professional, with unlimited usage on Business. Onboarding consultants and customer success managers are available on eligible annual Business and Professional accounts, and a 14-day free trial runs without a credit card.
Best for
Small service businesses and agencies already running on Gmail, Calendar and Drive that want a CRM with almost no setup; not aimed at large sales organizations needing a dedicated administrator and heavy configuration.
What they do
- CRM for Google Workspace
- Gmail email, contact and file sync
- Contact and lead management
- Deal pipelines
- Project pipelines and task tracking
- Workflow automation and recurring tasks
- Custom reporting
- Bulk email
- Google Sheets and Looker Studio reporting integration
- Mobile CRM app
Details
| Attribute | Value |
|---|---|
| How they charge | Basic $29, Professional $69 and Business $134 per user per month, or $23, $59 and $99 billed annually; 14-day free trial with no credit card. |
What stands out
- Runs natively inside Gmail and Google Calendar through a Chrome extension.
- Reports that over 30,000 companies in more than 100 countries use Copper.
- Published plans are $29, $69 and $134 per user per month, with annual rates of $23, $59 and $99.
- Contact limits are 2,500 on the Basic plan and 15,000 on Professional.
- Offers a 14-day free trial with no credit card required.