Copper

• ✓Google Workspace integration
• ✓Drag-and-drop pipelines
• ✓Email automation
• ✓Task Automation
• ✓Custom reports
• ✓Mobile app
• ✓Contact enrichment
• ✓Bulk email
• ✓Multi-currency support
• ✓Premium support

👍 Best for

• ＋Google Workspace integration
• ＋Drag-and-drop pipelines
• ＋Email automation
• ＋Task automation
• ＋Custom reports
• ＋Mobile app
• ＋Contact enrichment
• ＋Bulk email
• ＋Multi-currency support
• ＋Premium support

• −Contact limits on lower-tier plans
• −Requires Google Workspace for full functionality

Pricing model: Subscriptionⓘ · from $23. No plan details yet.

Copper is a CRM tool that integrates with Google Workspace, offering features for managing customer relationships, sales pipelines, and projects. It includes automation, reporting, and mobile access, with pricing starting at $23 per user per month.

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1. 1

   Sign up for a free account

   Visit the Copper website and create a free account to begin exploring the CRM's features.

2. 2

   Connect your Google Workspace

   Link your Google account to enable seamless integration with Gmail, Calendar, and Drive for managing contacts and tasks.

3. 3

   Import or add your contacts

   Bring your existing customer data into Copper by importing a list or manually adding new contacts to start building your CRM database.

4. 4

   Set up your sales pipeline

   Use the drag-and-drop interface to create or customize a sales pipeline that matches your business's stages, from lead to close.

5. 5

   Create an automated email sequence

   Set up email automation for common follow-ups or communications to save time and ensure consistent contact with leads and clients.

6. 6

   Generate your first report

   Explore the reporting tools to create a custom report on your sales activity or pipeline performance to gain insights.

Facts on this page are attributed to their source and verification status where available. Primary source: copper.com.

Versioned field history and change tracking will appear here as the tool is enriched and updated (Phase 2+).