AI TOOL PROFILE
Copper CRM: CRM for Service Businesses
- Sales
- CRM
- Google Workspace users
- Agencies
- Consultants
- Financial services firms
- Construction companies
- Small business owners
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.
At a glance
- Best for
- Google Workspace users, Agencies, Consultants, Financial services firms, Construction companies
- Key use cases
- Lead Management, Deal Tracking, Project Handoff, Client Retention
- Integrations
- Gmail, Google Calendar, Google Contacts, Google Drive, Google Sheets
- Official website
- Visit Copper official website
How AI is used
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
Google Workspace Sync
Integrates with Gmail, Google Calendar, and Google Contacts to sync data and manage leads.
Sales Pipelines
Visual drag-and-drop pipelines that use AI-powered flags and alerts to track deal progress.
Project Management
Supports transitioning closed deals into projects to handle onboarding and service delivery.
AI Email Tools
Includes an AI email template generator and an AI email re-writer via Copper GPT.
Task Automation
Supports the creation of recurring tasks and automated notifications.
Custom Reporting
Provides tools to project revenue, identify customer trends, and monitor team activity.
Use Cases
Lead Management
Collecting leads via contact forms and organizing them using the Google Workspace integration.
Deal Tracking
Using visual pipelines to monitor sales opportunities and move them through stages.
Project Handoff
Converting a won deal into a project to manage service delivery and collaboration.
Client Retention
Using automated 'rekindle' emails to stay in touch with inactive contacts.
Integrations
- Gmail
- Google Calendar
- Google Contacts
- Google Drive
- Google Sheets
- Looker Studio
- Mailchimp
- Zapier
- RingCentral
- Docusign
- QuickBooks
- JustCall
- Dropbox
- Calendly
- PandaDoc
- Slack
- Zendesk
FAQ
Does Copper integrate with Google Workspace?
- Yes, Copper is designed for Google Workspace and syncs with Gmail, Google Calendar, Google Contacts, and Google Drive.
What are the pricing options for Copper?
- Pricing ranges from $9 to $134 per seat per month across four tiers: Starter, Basic, Professional, and Business.
Is there a free trial for Copper?
- Yes, Copper offers a free 14-day trial with instant activation and no credit card required.
Which plan should I choose based on contact limits?
- 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
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