About Copper
Overview
Copper is a CRM built for relationship-focused service businesses — agencies, consultants, and account managers whose work runs on client relationships. It lives inside Google Workspace, so teams run the entire customer journey — connect, win, deliver, repeat — directly in Gmail, Calendar, and Drive without switching tabs. Its feature set spans lead capture, pipelines, contracts, project delivery, and follow-up automations.
Founded in 2012 with $102M in funding, Copper now serves more than 30,000 companies across 100+ countries. The company positions itself as an alternative to enterprise CRMs that demand a dedicated administrator and months of setup, offering a tool teams can adopt without lengthy onboarding.
Key Benefits
- Turn every lead source — website forms, business-card scans, LinkedIn, and referrals — into tracked CRM records.
- Add leads, track conversations, find files, and manage tasks without leaving Gmail or Google Calendar.
- Move deals through drag-and-drop pipelines with AI-powered flags, win-probability views, and slipping-deal alerts.
- Automate follow-up emails, reminders, call logging, and post-project review requests.
- Duplicate closed opportunities into projects so delivery, onboarding, and handoffs share one workspace.
- Start fast with templates for AI email responses, pipelines, and forms.
How It Works
Users add leads from a website form, a scanned business card, LinkedIn, or directly from Gmail, then qualify them through customizable pipelines. Stage changes trigger automatic emails and reminders, and sales teams track win probability while watching for slipping deals. When a deal closes, Copper duplicates it into a project for service delivery, and automated messages request reviews or rekindle contacts who have gone quiet.
Use Cases
- Agencies and consultants keep their tech stack small while tracking prospects and delivering client work.
- Account managers stay on top of client follow-ups and automatically reconnect with contacts who have gone quiet.
- Email-centric small businesses organize contacts, tasks, and deals without leaving Gmail.
- Sales teams project revenue, view team activity, and identify slipping deals through custom reports.
- Service firms send contracts via DocuSign or PandaDoc, then kick off projects straight from closed opportunities.
- Consultants and small teams start tracking in minutes instead of enduring a long CRM rollout.
Why Choose This Product
Copper targets teams that found large CRM platforms too heavy for relationship-based work, and its Google Workspace integration means no separate system to learn. The mobile app logs calls and SMS automatically, so accounts stay current even away from a desk. Users quoted on the page cite fast setup, fair pricing, and responsive customer service as reasons they stay.
Copper Pros & Cons
- Native workspace inside Gmail, Calendar, and Drive
- Built-in project management launched from closed deals
- Trusted by 30,000+ companies across 100+ countries
- Free 14-day trial with instant activation and no credit card
- Automated follow-ups, task logging, and
Key Features
Pipeline Management
Users move opportunities through drag-and-drop pipelines with AI-powered flags, win-probability views, and alerts for slipping deals.
Pipeline Automations
Moving an opportunity to a new stage automatically triggers emails or reminders.
Reporting
Custom reports project revenue, surface customer trends, and show team activity.
Contracts & Proposals
Draft contracts in Google Docs or connect to PandaDoc, DocuSign, and QuickBooks.
Project Management
Duplicate closed deals into projects to handle service delivery, onboarding, and team handoffs.
Task Automations
Calls, meetings, and activities log themselves without manual data entry.
Rekindle Emails
Copper automatically sends reconnection emails to contacts the team has not heard from in a while.
Review Requests
Wrapped projects trigger automatic follow-up emails asking customers for a review or referral.
Mobile App
The mobile app logs calls and SMS automatically so every interaction stays tracked on the go.
Lead Capture
Collect leads from website contact forms, scanned business cards, LinkedIn, and Gmail.