Copper CRM

Copper CRM is a CRM software solution that helps businesses manage leads, close deals, and build customer relationships. It integrates deeply with Google Workspace for seamless operations.

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At a glance

Pricing

Paid

Free tier

API

Yes

Skill level

Mixed

About

What is Copper CRM?

Copper CRM is a customer relationship management software designed for relationship-focused businesses, particularly those utilizing Google Workspace. It helps teams manage leads, close deals, deliver projects, and cultivate lasting customer relationships directly from Gmail, Google Calendar, and Google Drive. Key features include organizing contacts, tracking deals with visual pipelines, managing projects, automating tasks, and generating custom reports. Copper CRM also offers mobile apps, Chrome extensions, and integrations with various tools like PandaDoc, DocuSign, and QuickBooks. It is ideal for professional services, agencies, consulting firms, and financial services, providing a unified platform to connect with leads, win deals, and ensure repeat business.

Best used for

Ideal for sales reps and small business owners who need to manage leads, track deals, and deliver projects efficiently. Especially valuable for businesses heavily reliant on Google Workspace for their daily operations, seeking seamless CRM integration.

Common actions

manage customer relationships

track sales pipelines

automate workflows

integrate with Google Workspace

Capabilities

Key features

Organize contacts
Track deals pipelines
Manage projects
Automate tasks
Custom reports
Google Workspace integration
Mobile app

Target Audience

sales repsmall business ownermarketerfreelancer

Integrations

gmailgoogle-calendargoogle-drivepandadocdocusignquickbooks

Pricing & Plans

Paid

Free Trial

FAQs

What types of businesses benefit most from Copper CRM?

Copper CRM is particularly beneficial for relationship-focused businesses in professional services, such as agencies, consulting firms, commercial production companies, media & creators, corporate development, financial services, and construction, due to its deep integration with Google Workspace.

How does Copper CRM integrate with Google Workspace?

Copper CRM is a Recommended for Google Workspace app. It allows users to manage contacts, deals, and projects directly from Gmail, Google Calendar, and Google Drive, automatically logging calls, emails, and activities without manual entry.

Can Copper CRM help with lead generation and project delivery?

Yes, Copper CRM helps connect with leads from various sources, track them through visual pipelines with AI-powered alerts, and then kick off new projects directly from closed opportunities, streamlining both sales and service delivery.

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