In the world of customer relationship management (CRM) solutions, Copper CRM stands out as a unique option built specifically to work seamlessly with Google Workspace (formerly G Suite). Designed for small to medium-sized businesses that rely heavily on Google apps like Gmail, Google Drive, and Google Calendar, Copper CRM promises to simplify sales and customer management by eliminating manual data entry and unifying workflows.
This article will provide a comprehensive overview of Copper CRM—its features, benefits, pricing, and how it compares to other CRM platforms.
What is Copper CRM?
Copper CRM is a cloud-based customer relationship management software that integrates natively with Google Workspace tools. Founded with the goal of helping businesses “work the way they want to,” Copper automates many administrative tasks, streamlines contact and lead management, and allows sales and marketing teams to collaborate more effectively—all within the Google environment they already use daily.
Unlike many CRM solutions that feel like standalone apps, Copper works directly inside Gmail and other Google apps, making it especially attractive for companies already committed to the Google ecosystem.
Key Features of Copper CRM
Copper CRM offers a rich set of features tailored for simplicity, automation, and deep Google integration. Below are some of the standout capabilities.
1. Native Google Workspace Integration
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Gmail Integration: Automatically sync emails, contacts, and calendar events from Gmail into Copper, without switching apps.
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Google Calendar: Schedule and track meetings and follow-ups directly within your calendar interface.
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Google Drive: Attach files stored in Drive to customer records for easy access.
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Google Contacts Sync: Keep your contact lists updated and unified.
This tight integration reduces duplication and keeps all customer information current.
2. Sales Pipeline and Deal Management
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Visual Pipelines: Drag and drop deals through customizable sales stages to easily track progress.
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Automated Data Entry: Copper automatically pulls information from emails and calendar events, reducing manual input.
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Task Management: Assign and track sales activities like calls, emails, and meetings to keep your team accountable.
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Deal Insights: View deal history, notes, and communications to have context on every opportunity.
3. Contact and Lead Management
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Centralized Contact Database: Store all customer, prospect, and partner information in one place.
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Lead Scoring and Qualification: Identify high-priority leads based on engagement and behavior.
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Automatic Contact Enrichment: Copper pulls publicly available data to enrich contact profiles.
4. Reporting and Analytics
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Customizable Dashboards: Track sales metrics, team performance, and pipeline health with real-time data.
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Forecasting: Predict revenue and identify bottlenecks in the sales process.
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Activity Reports: Monitor team activities and engagement levels.
5. Workflow Automation
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Automated Reminders: Copper sends notifications for upcoming meetings, follow-ups, and task deadlines.
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Triggers and Workflows: Automate repetitive tasks such as assigning leads or sending follow-up emails.
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Integration with Zapier: Connect Copper with hundreds of other apps for enhanced automation.
Benefits of Using Copper CRM
Designed for Google Users
If your team lives in Gmail, Google Calendar, and Google Drive, Copper CRM fits naturally into your workflow. It eliminates the friction of switching between apps and syncing data manually, saving time and reducing errors.
Ease of Use
Copper prides itself on its intuitive user interface and minimal setup requirements. Its Google-style design makes it easy to adopt, especially for teams new to CRM software.
Automation That Saves Time
By automatically capturing emails, contacts, and meeting details, Copper reduces the administrative burden on sales reps, letting them focus on selling rather than data entry.
Affordable Pricing for SMBs
Copper offers pricing plans tailored to small and mid-sized businesses, with scalable options that grow as your needs evolve.
Copper CRM Pricing Overview
Copper CRM offers three main pricing tiers, each designed to meet different business needs:
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Basic Plan: Starts at $25/user/month (billed annually)
Includes essential CRM features like contact management, sales pipeline, and Gmail integration. -
Professional Plan: Starts at $59/user/month (billed annually)
Adds automation, reporting, workflow capabilities, and priority support. -
Business Plan: Custom pricing
Offers advanced features, enhanced security, and dedicated customer success management.
Copper also provides a 14-day free trial so businesses can test the platform before committing.
How Copper CRM Compares to Other CRMs
Copper CRM vs HubSpot
| Feature | Copper CRM | HubSpot CRM |
|---|---|---|
| Google Workspace Integration | Native, seamless | Integrates but not native |
| Ease of Use | Very intuitive, Google-style | User-friendly, slightly more complex |
| Pricing | Starts at $25/user/month | Free tier available, paid tiers higher |
| Marketing Automation | Limited, mainly sales-focused | Extensive marketing tools |
Copper is ideal for Google-centric teams focusing on sales. HubSpot offers a more comprehensive marketing and sales solution but requires more setup.
Copper CRM vs Salesforce
| Feature | Copper CRM | Salesforce |
|---|---|---|
| Customization | Limited but easy | Extremely customizable |
| Complexity | Simple and straightforward | Complex, steep learning curve |
| Price | Affordable for SMBs | More expensive, enterprise focus |
| Google Integration | Native and seamless | Available but not native |
Salesforce suits larger companies needing complex workflows and customization. Copper is better for smaller teams wanting simple, Google-native CRM.
Best Practices for Implementing Copper CRM
1. Leverage Google Integration Fully
Maximize Copper’s value by using it directly within Gmail and Google Calendar. Train your team to log interactions inside these tools to keep data consistent.
2. Customize Sales Pipelines
Adjust deal stages to reflect your unique sales process, making pipeline management more meaningful and actionable.
3. Use Automation to Reduce Manual Work
Set up workflows for lead assignment, follow-ups, and reminders to ensure no opportunity slips through the cracks.
4. Regularly Review Reports
Monitor sales metrics and pipeline health frequently to identify trends and adjust strategies.
Potential Drawbacks to Consider
Limited Marketing Automation
Copper CRM focuses primarily on sales and contact management. If your business needs robust marketing automation, Copper may not be sufficient on its own.
Limited Customization Compared to Enterprise CRMs
Copper is designed for simplicity, which means less flexibility for complex workflows or deep customization.
Pricing Can Add Up
While Copper starts at a reasonable price, costs can increase quickly as you add users and upgrade to higher plans.
Final Thoughts: Is Copper CRM Right for Your Business?
Copper CRM is an excellent choice for small to mid-sized businesses that rely heavily on Google Workspace. Its native integration with Gmail and other Google apps creates a seamless experience that reduces manual data entry and keeps your sales process moving smoothly.
If you’re looking for a simple, affordable CRM that works naturally within your existing tools and focuses on sales pipeline and contact management, Copper CRM deserves a close look.
However, if your business requires extensive marketing automation, highly customizable workflows, or enterprise-level features, you might want to consider other platforms like HubSpot or Salesforce.
Ready to Try Copper CRM?
Most plans come with a free trial, so you can test Copper in your environment and see firsthand how it fits your team’s workflow and boosts productivity.