Category
CRM
Key features
Gmail and Google Calendar integration
Visual sales pipelines
Pipeline automations
01 — Overview
What is
Copper CRM
Copper is a CRM that runs inside Gmail and Google Calendar, so teams can track contacts, leads, deals and projects without leaving Google Workspace. It logs emails, calls and meetings automatically, offers visual pipelines with automations, and can turn won deals into projects for delivery and onboarding. It is aimed at businesses that sell through long client relationships.
The verdict
CRM built into Google Workspace
02 — Who it’s for
Ideal Customer Profile
Small businesses and service firms such as agencies, consultancies, financial services and construction companies that work in Google Workspace. The site says over 30,000 companies of various sizes use it.
03 — Capabilities
Key Features
Gmail and Google Calendar integration
Visual sales pipelines
Pipeline automations
Automatic activity logging
Deal to project handoff
Email series and templates
Mobile app with call logging
05 — Similar tools
Alternatives
06 — FAQ
Frequently Asked Questions
What is Copper used for?
Copper is used to manage client relationships, sales pipelines and projects from inside Gmail and Google Calendar, with emails, calls and meetings logged automatically.
Who is Copper built for?
It targets relationship driven service businesses, such as agencies, consulting firms, financial services and construction companies, and small teams that already run their day in Google Workspace.
Which tools does Copper integrate with?
Copper connects natively with Gmail, Google Calendar, Drive, Sheets and Looker Studio, plus LinkedIn, Slack, QuickBooks, DocuSign, PandaDoc, Mailchimp, RingCentral, JustCall and Zendesk. Zapier links it to thousands of other apps.
Does Copper have an API?
Yes. Copper offers a developer API, documented at developer.copper.com, for building custom apps and integrations.