Copper is a CRM software built into Google Workspace, positioned to provide customer journey management for relationship-centered service-based businesses. It brings contacts, leads, deals, projects, and customer emails together in one CRM system, and runs directly in Gmail and Google Calendar, enabling teams to complete work without switching tabs or relying on a dedicated CRM administrator.
In terms of purpose, Copper is aimed at service-based businesses whose revenue depends on long-term customer relationships rather than high-frequency transactions, such as agencies, consulting firms, construction companies, financial services companies, commercial production companies, and media teams. It is especially suitable for small businesses and teams that already put their daily work in Google Workspace.
Main capabilities include:
- Lead management: Leads can be collected from channels such as referrals, paid advertising, events, or organic traffic; website contact forms and event business card scanning are provided; form submissions can receive immediate responses with welcome or follow-up emails; leads can be added directly in Gmail and Google Calendar, conversations can be tracked, files can be found, or tasks can be managed; prospects can be researched and added on LinkedIn or other websites without switching tabs.
- Sales pipeline: You can see where each lead is in the sales process and advance opportunity stages; you can sort by value, understand win probability, and identify stalled deals; a drag-and-drop pipeline is provided, with AI-driven flags and reminders; when an opportunity moves to the next stage, emails or reminders can be triggered automatically; custom reports can be created to forecast revenue, identify customer trends, view team activity, and more; documents can be drafted in Google Docs, or tools such as PandaDoc, DocuSign, and QuickBooks can be integrated.
- Project delivery: New projects can be started directly from won opportunities without handoff documents; won deals can be copied as projects for service delivery, customer onboarding, and more; tasks and follow-ups can be assigned in a centralized task list or within a project; calls, meetings, requests, and activity can be automatically logged, reducing administrative work; members from sales, project management, creative, finance, contractors, and other areas can be included.
- Repeat purchase and customer maintenance: You can get an overview of team activity across customer emails, projects, tasks, and more; you can automatically reconnect with customers you have not contacted in a long time; after a project ends, follow-up emails can be sent automatically to request reviews or referrals; mobile work is supported.
- Templates and customization: AI email replies, pipeline and form templates are provided, tracking information can be customized, and you can create your own tags, flags, owners, and more; calls and text messages can be logged automatically; existing tools can be connected.
In terms of usage, Copper connects to your Google Workspace account and installs a Chrome extension, appearing directly within Gmail and Google Calendar, with no need to learn a scripting language and no dedicated administrator required. Eligible annual Business plans include live chat, weekly office hours, and personal onboarding help.
Use cases and integrations: Copper natively integrates with Gmail, Google Calendar, Google Drive, Google Sheets, and Looker Studio, and can connect to tools such as LinkedIn, Slack, QuickBooks, DocuSign, PandaDoc, JustCall, RingCentral, Mailchimp, and Zendesk; through Zapier it can connect to more than 5,000 other apps, and it provides an API for custom integrations.
Pricing and limits: Copper offers three plans, billed per seat per month. Basic is $29 (annual $23), Professional is $69 (annual $59), and Business is $134 (annual $99). Each plan includes a 14-day free trial with no credit card required. For a complete comparison of features across plans, the material suggests checking Copper's pricing page. Other specific limits are not provided at this time.
