Copper CRM: CRM for Service Businesses
Copper helps agencies, consultants, and professional service firms manage client relationships. It is designed for teams that use Gmail and Google Calendar for their daily operations.
At a glance
- Category
- Sales
- Best for
- Google Workspace users, Agencies, Consultants, Financial services firms, Construction companies
- Pricing
- Plans range from $9 to $134 per seat per month across four tiers (Starter, Basic, Professional, and Business). A free 14-day trial is available.
- Key use cases
- Lead Management, Deal Tracking, Project Handoff, Client Retention
- Integrations
- Gmail, Google Calendar, Google Contacts, Google Drive, Google Sheets
- Official website
- copper.com
Copper is a customer relationship management tool built for service-based businesses. It integrates with Google Workspace, allowing users to manage leads and tasks from their email and calendar.
The software is designed for small and medium-sized teams, including agencies, financial services firms, and construction companies. It supports the customer journey from lead capture to project delivery.
Key functionality includes drag-and-drop sales pipelines, project management tools, and automated reminders. It also includes AI features for pipeline alerts and email template generation.
Buyers should confirm if their team's reliance on Google Workspace matches Copper's integration and check the contact limits associated with each pricing tier.
Key Features
Integrates with Gmail, Google Calendar, and Google Contacts to sync data and manage leads.
Visual drag-and-drop pipelines that use AI-powered flags and alerts to track deal progress.
Supports transitioning closed deals into projects to handle onboarding and service delivery.
Includes an AI email template generator and an AI email re-writer via Copper GPT.
Supports the creation of recurring tasks and automated notifications.
Provides tools to project revenue, identify customer trends, and monitor team activity.
Use Cases
Collecting leads via contact forms and organizing them using the Google Workspace integration.
Using visual pipelines to monitor sales opportunities and move them through stages.
Converting a won deal into a project to manage service delivery and collaboration.
Using automated 'rekindle' emails to stay in touch with inactive contacts.
Best For
Integrations
Pricing
Plans range from $9 to $134 per seat per month across four tiers (Starter, Basic, Professional, and Business). A free 14-day trial is available.
FAQ
Yes, Copper is designed for Google Workspace and syncs with Gmail, Google Calendar, Google Contacts, and Google Drive.
Pricing ranges from $9 to $134 per seat per month across four tiers: Starter, Basic, Professional, and Business.
Yes, Copper offers a free 14-day trial with instant activation and no credit card required.
The Starter plan has a 1,000 contact limit, Basic allows 2,500, Professional allows 15,000, and the Business plan provides unlimited contacts.
Source category: Sales
Source subcategory: CRM
