Copper CRM
The #1 CRM for Google Workspace users, simplifying relationships and boosting productivity.
Executive Summary
Copper CRM is a relationship-focused CRM platform built specifically for Google Workspace users, offering deep integration with Gmail, Google Calendar, and Google Drive. It helps sales teams, account managers, and customer support streamline their processes by automating data entry, tracking deals, and managing customer interactions. The platform provides valuable insights and reporting to foster stronger customer relationships and drive business growth, making it ideal for SMBs and mid-market companies heavily invested in the Google ecosystem.
Use Cases
- Managing Sales Pipelines and Deals: Visually track opportunities through customizable stages to close deals faster.
- Automating Sales Tasks and Follow-ups: Reduce manual effort with automated triggers for tasks, reminders, and email sequences.
- Centralizing Customer Communication and History: Keep all emails, calls, and files organized in one place for a 360-degree view of every customer.
- Tracking Lead Interactions and Engagement: Monitor email opens, clicks, and website activity to engage with leads at the right moment.
- Improving Team Collaboration and Visibility: Ensure all team members have access to the latest customer information and project status.
- Streamlining Customer Support Workflows: Automate responses, manage support pipelines, and ensure consistent communication with customers.
Features
Visibility
- Customizable Sales Pipelines: Create visual drag-and-drop sales pipelines with as many stages as needed to represent your sales process.
- Activity Insights: Gain visibility into team activities and customer interactions, ensuring everyone is on the same page.
- Real-Time Email Tracking: Know exactly when a lead opens your email or clicks on a link, enabling timely follow-ups.
- Custom Reporting with Google Sheets: Export CRM data directly to Google Sheets to build tailored dashboards, charts, and reports.
- Mobile App: Access CRM data, manage contacts, track deals, and log calls/texts automatically on iOS and Android devices.
Intelligence
- Advanced Workflow Automation: Set up triggers and automated actions for tasks, follow-ups, and deal stage changes, reducing manual work and errors.
- Automatic Data Capture: Automatically pulls contact details and logs all interactions from Gmail, Calendar, and other sources.
- Lead Scoring: Utilize lead scoring to easily identify and prioritize the leads most likely to convert (available on Business tier).
- Email Templates & Drip Campaigns: Use pre-built email templates for consistent messaging and automate follow-up email sequences.
Support
- Live Chat & Email Support: Multiple support options available, including live chat for immediate assistance and email support.
- Comprehensive Knowledge Base: Access a library of tutorials, guides, and frequently asked questions for self-service support.
- Dedicated Account Managers: Higher-tier plans may include dedicated account managers for personalized support and guidance.
- 24/7 Chatbot: A chatbot is available 24/7 within the app to answer common questions and provide quick assistance.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- Google Authentication, API Key, OAuth 2.0, Basic Authentication
- API Available
- Yes
- MCP Server
- No
Infrastructure
- GCP
AI/ML Stack
- Machine Learning
- NLP
Integrations
- Gmail
- Google Calendar
- Google Drive
- Slack
- Zapier
Security & Compliance
Certifications: SOC 2 Type II, GDPR, Privacy Shield, TRUSTe Certified
Encryption: AES-256 at rest and TLS 1.2+ in transit
Pricing
- Model
- Per user/month, Tiered subscription
- Starting Price
- Starting at $29/user per month (monthly) or $23/user per month (annually) for the Basic Plan.
- Target Customer
- SMB, Mid-Market, Agencies & Consultants, Service-based businesses, Startups
- Contract Type
- Monthly, Annual
- Free Trial
- Yes, 14 days (credit card required)
About Copper CRM
Copper CRM is a unified client and project management platform designed for agencies, consultancies, and professional services. It provides CRM software solutions that integrate deeply with Google Workspace, offering features like task management and automated tracking to build stronger customer relationships.