Copper

Copper is a cloud CRM designed around Google Workspace workflows. It manages people, companies, leads, opportunities, projects, tasks, communications and customer activity in one system.

The product supports relationship-focused teams, including agencies, consultants, account managers and small businesses. Copper can connect sales activity with project delivery after an opportunity closes.

Its Google Workspace integration supports Gmail, Google Calendar, Google Contacts and Google Drive. Copper also provides mobile applications, a Chrome extension, third-party integrations and a RESTful developer API.

Copper provides customizable sales and project pipelines, opportunity tracking, contact records, lead management and task assignment. Teams can use pipeline stages to monitor deal progress and project delivery.

Automation features include task automation, workflow automation, email series, bulk email and follow-up reminders. The platform also supports forms, contact enrichment, email templates and activity tracking.

Reporting tools include activity reports, pipeline reports, revenue tracking and custom reports. Copper describes some pipeline recommendations and alerts as AI-powered features.

Google Workspace support allows users to work with Copper from Gmail and Google Calendar. Other listed integrations include Slack, QuickBooks, PandaDoc, DocuSign, Zapier, Mailchimp, Xero and Zendesk.

The Copper Developer API provides a RESTful interface with JSON responses. It supports access to most Copper resources and includes webhook documentation for application integrations.

Copper offers three paid plans with monthly and annual billing. Annual billing reduces the listed per-user monthly price for each plan.

Basic costs $29 per user monthly, or $23 per user monthly when billed annually. It includes 2,500 contacts, task automation, pipelines, project management and contact enrichment.

Professional costs $69 per user monthly, or $59 per user monthly when billed annually. It adds a 15,000-contact limit, workflow automation, bulk email, reporting and integrations.

Business costs $134 per user monthly, or $99 per user monthly when billed annually. It adds unlimited contacts, email series, custom reports, multi-currency support and premium support.

Copper provides a 14-day free trial without requiring a credit card. The current pricing page does not list a permanent free plan.

Pros:

• Strong integration with Gmail, Calendar, Contacts and Drive.
• Combines sales pipelines with project delivery workflows.
• Includes web, iOS and Android access.
• Provides a RESTful API and webhook capabilities.
• Offers a no-credit-card trial for evaluating the product.

Cons:

• Annual pricing is required for the lowest published rates.
• Contact limits apply to Basic and Professional plans.
• Several advanced features require Professional or Business plans.
• Mobile access does not include every administrative function.
• Independent reviews mention some limits in advanced reporting and customization.

Comparable CRM products include HubSpot CRM, Salesforce Sales Cloud, Zoho CRM, Pipedrive, Freshsales and Insightly.

HubSpot CRM may suit teams seeking a broader marketing and service platform. Salesforce is a stronger fit for complex enterprise customization. Zoho CRM offers a wide business application suite, while Pipedrive focuses heavily on visual sales pipelines.

Does Copper offer a free trial?
Copper offers a 14-day free trial and does not require a credit card.

Does Copper have a free plan?
The current official pricing page lists paid plans and a free trial, but no permanent free plan.

Which platforms support Copper?
Copper supports a web application, Chrome extension, iOS app and Android app.

Does Copper integrate with Google Workspace?
Yes. Gmail, Google Calendar, Google Contacts and Google Drive integrations are included with all plans.

Does Copper provide an API?
Yes. Copper provides a RESTful Developer API with JSON responses and webhook documentation.

Which plan includes reporting?
The Professional plan includes reporting, while Business adds custom reports and other advanced capabilities.