Snapshot
Continue to About ↓- What it does
- Copper CRM is a customer relationship management platform for relationship-focused service businesses that runs inside Google Workspace, surfacing contacts, deals, projects, and email history within Gmail and Google Calendar.
More detail
- It combines contact and pipeline management with project delivery, task automation, and reporting so teams can sell and deliver client work from one system.
- Best for
- Agencies, consultancies, construction firms, financial services providers, production companies, and other relationship-driven service businesses that already run on Google Workspace and want a CRM without a dedicated administrator.
More detail
- Small teams that need sales pipelines and project delivery in one tool.
- Pricing
- Per-seat SaaS subscription in USD, excluding taxes and fees.
More detail
- Basic is $29/seat/month ($23 billed annually) with a 2,500-contact limit, pipelines, project management, task automation, and contact enrichment.
- Professional is $69 ($59 annually) with a 15,000-contact limit, workflow automation, bulk ema
- Main limitation
- Organizations standardized on Microsoft 365 rather than Google Workspace, and high-volume transactional sales operations wanting deep enterprise customization or a dedicated CRM admin.
- Record
- Living and monitored
- Reviewed
- Evidence
- Public web research
- Machine access
- Structured profile ↗
About
- Copper CRM is a customer relationship management platform for relationship-focused service businesses that runs inside Google Workspace, surfacing contacts, deals, projects, and email history within Gmail and Google Calendar.
- It combines contact and pipeline management with project delivery, task automation, and reporting so teams can sell and deliver client work from one system.
What it helps with
- Manual CRM data entry: Copper logs emails and meetings automatically as users work in Gmail and Calendar.
- Tool sprawl and tab-switching: contacts, deals, projects, and tasks are managed inside the tools the team already uses.
- Sales-to-delivery handoff gaps: closed deals can be duplicated directly into projects for onboarding and service deliver
- Slow, admin-heavy CRM onboarding: Copper requires no dedicated administrator or scripting language.
- Lapsed client relationships: automated rekindle emails and post-project review or referral requests help reconnect.
- Lead capture friction: website contact forms and business-card scanning bring leads into the CRM.
Capabilities
A practical view of what is available and where limitations apply.
| Offering | Available | Detail |
|---|---|---|
| Google Workspace native experience | Yes | Chrome extension surfaces contacts, deals, emails, and tasks inside Gmail and Google Calendar. |
| Contact management | Yes | Unified contacts with a live activity feed of touchpoints; plan contact limits apply. |
| Sales pipelines | Yes | Drag-and-drop pipelines with AI-powered flags and alerts, win probability, and value sorting. |
| Project management | Yes | Closed deals can be duplicated into projects for delivery and onboarding. |
| Task and pipeline automation | Yes | Recurring tasks and stage-triggered emails or reminders; workflow automation from Professional. |
| Reporting | Limited | Custom and pipeline reports from Professional; Business adds custom reports and email series. |
| Bulk email and email series | Limited | Bulk email on Professional; email series only on Business. |
| Mobile app | Yes | iOS and Android apps with automatic call and SMS logging. |
| Integrations and API | Yes | Native Google Workspace and third-party integrations, 5,000+ apps via Zapier, and a public API. |
| Independent review verification | Unknown | No independent review or press sources were supplied; testimonials on the site are first-party marketing. |
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Evidence
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- Verification
- Scribble researched these facts from the linked public sources.
- The owner has not manually confirmed every field.
- Last reviewed
- Primary source
- copper.com
Technical profile details
Record ID
ee7857ea-48a4-4cc5-ad5f-c5c719092989Canonical URLhttps://profiles.scribble.network/listing/copper-crm-ee7857ea