Copper
Copper
Google Workspace-native CRM that auto-captures emails, streamlines pipeline management, and automates follow-ups—perfect for small-to-mid-sized teams.
Key Features
- Gmail & Google Calendar Sync
- Contact & Company Management
- Automatic Data Enrichment
- Visual Pipeline Boards
- Workflow Automation Rules
- Email Templates & Sequences
- Task & Activity Tracking
- Web-to-Lead Forms
- Reporting & Custom Dashboards
- Custom Fields & Tags
- Lead, People & Companies Segmentation
- Duplicate Merge & Data Clean-up
- Call Logging & Recording (VoIP Partners)
- Document & File Attachments
- Permissions & Role Management
- SOC 2, GDPR Security
- In-App Chat Support
What is Copper?
Copper—formerly ProsperWorks—is a lightweight, cloud CRM designed specifically for organizations that live in Google Workspace. Installed in minutes, it tucks inside Gmail and Google Calendar, scraping emails, meetings, and file links so reps never re-enter data. Visual pipelines, workflow automations, and AI-powered contact enrichment let sales and relationship teams focus on conversations instead of spreadsheets. Used by 30,000+ businesses, Copper pairs start-up simplicity with the reporting and security growing companies need.
Pros and Cons
Pros
- Deep, bi-directional Gmail/Google Calendar integration—work entirely from your inbox.
- One-click Chrome extension captures LinkedIn & web contacts.
- Automatic enrichment pulls social profiles, phone numbers, and logos.
- Intuitive Kanban pipelines with drag-and-drop stage moves.
- Custom dashboards plus Google-Sheets and Looker Studio add-ons.
- SOC 2 Type II, GDPR-ready; optional HIPAA environment via partner hosting.
Cons
- Higher tiers needed for workflow engine, premium reporting, and expanded APIs.
- Email sync limited to 90 days (or 1,000 threads) on first import—manual backfill required.
- No native marketing automation; relies on integrations.
- Advanced customizations trail enterprise CRMs like Salesforce.
- Chrome-focused features mean Firefox/Safari users miss sidebar convenience.
Who It’s For
Start-ups, agencies, consultancies, and SMB sales teams (1–200 seats) immersed in Google Workspace that want an easy-to-adopt CRM without bulky enterprise overhead. Also ideal for relationship-driven founders and account managers who live in Gmail and value automatic data capture.
Gmail & Calendar Sync
Copper embeds a sidebar in Gmail/Calendar, displaying contact context, past emails, tasks, and deal stages. Send, track, and log emails without leaving your inbox while Copper auto-updates records and activities.
Visual Pipeline Boards
Build multiple drag-and-drop pipelines—sales, partnerships, onboarding—with custom stages, probability settings, and automated task triggers. Inactivity timers and “Days in Stage” metrics spotlight stalled deals.
Workflow Automation
The Workflow Engine (Professional+ plans) uses “When X, then Y” logic: auto-assign owners, send reminders, update fields, or fire webhooks when records change, forms submit, or deadlines hit—no code required.
Reporting & Dashboards
Insights dashboards offer pipeline health, forecast, win-loss reasons, and activity metrics. The custom reports builder lets admins craft pivot tables, charts, and cohort analyses; data exports live-sync to Google Sheets or BI tools.
Contact Enrichment
Entering an email or domain triggers third-party enrichment (FullContact) and Google Contacts sync to pull job titles, social links, company size, and logos—reducing manual research.
Mobile CRM
iOS and Android apps give offline access, business-card scanning, geolocation mapping, voice notes, and push reminders. Calls logged via integrated dialers automatically attach recordings to contact timelines.
Pricing (USD, billed annually)
- Basic ($25/user/mo, 3-user min): 2,500 contacts, 1 pipeline, Gmail/Calendar sync
- Professional ($59/user/mo): Unlimited contacts/pipelines, workflow automation, bulk templates, dashboards
- Business ($119/user/mo): Email sequences, advanced permissions, LinkedIn enrichment, unlimited API, HIPAA, premium support
All tiers include 14-day free trial, Chrome extension, mobile apps, and in-app chat support.
Verdict
Copper nails its niche: a slick, Gmail-native CRM that sales and partnership teams actually enjoy using. If your company is entrenched in Google Workspace and values automation over endless customization, Copper delivers rapid time-to-value. High-volume enterprises needing territory management, deep quoting, or omni-channel marketing may outgrow it, but for most SMBs the reduction in data entry and the seamless inbox workflow justify Copper’s license cost many times over.
Frequently Asked Questions about Copper
What is Copper?
Copper—formerly ProsperWorks—is a lightweight, cloud CRM designed specifically for organizations that live in Google Workspace. Installed in minutes, it tucks inside Gmail and Google Calendar, scraping emails, meetings, and file links so reps never re-enter data. Visual pipelines, workflow automations, and AI-powered contact enrichment let sales and relationship teams focus on conversations instead of spreadsheets. Used by 30,000+ businesses, Copper pairs start-up simplicity with the reporting and security growing companies need.
Pros and Cons
Pros
- Deep, bi-directional Gmail/Google Calendar integration—work entirely from your inbox.
- One-click Chrome extension captures LinkedIn & web contacts.
- Automatic enrichment pulls social profiles, phone numbers, and logos.
- Intuitive Kanban pipelines with drag-and-drop stage moves.
- Custom dashboards plus Google-Sheets and Looker Studio add-ons.
- SOC 2 Type II, GDPR-ready; optional HIPAA environment via partner hosting.
Cons
- Higher tiers needed for workflow engine, premium reporting, and expanded APIs.
- Email sync limited to 90 days (or 1,000 threads) on first import—manual backfill required.
- No native marketing automation; relies on integrations.
- Advanced customizations trail enterprise CRMs like Salesforce.
- Chrome-focused features mean Firefox/Safari users miss sidebar convenience.
Who It’s For
Start-ups, agencies, consultancies, and SMB sales teams (1–200 seats) immersed in Google Workspace that want an easy-to-adopt CRM without bulky enterprise overhead. Also ideal for relationship-driven founders and account managers who live in Gmail and value automatic data capture.
Gmail & Calendar Sync
Copper embeds a sidebar in Gmail/Calendar, displaying contact context, past emails, tasks, and deal stages. Send, track, and log emails without leaving your inbox while Copper auto-updates records and activities.
Visual Pipeline Boards
Build multiple drag-and-drop pipelines—sales, partnerships, onboarding—with custom stages, probability settings, and automated task triggers. Inactivity timers and “Days in Stage” metrics spotlight stalled deals.
Workflow Automation
The Workflow Engine (Professional+ plans) uses “When X, then Y” logic: auto-assign owners, send reminders, update fields, or fire webhooks when records change, forms submit, or deadlines hit—no code required.
Reporting & Dashboards
Insights dashboards offer pipeline health, forecast, win-loss reasons, and activity metrics. The custom reports builder lets admins craft pivot tables, charts, and cohort analyses; data exports live-sync to Google Sheets or BI tools.
Contact Enrichment
Entering an email or domain triggers third-party enrichment (FullContact) and Google Contacts sync to pull job titles, social links, company size, and logos—reducing manual research.
Mobile CRM
iOS and Android apps give offline access, business-card scanning, geolocation mapping, voice notes, and push reminders. Calls logged via integrated dialers automatically attach recordings to contact timelines.
Pricing (USD, billed annually)
- Basic ($25/user/mo, 3-user min): 2,500 contacts, 1 pipeline, Gmail/Calendar sync
- Professional ($59/user/mo): Unlimited contacts/pipelines, workflow automation, bulk templates, dashboards
- Business ($119/user/mo): Email sequences, advanced permissions, LinkedIn enrichment, unlimited API, HIPAA, premium support
All tiers include 14-day free trial, Chrome extension, mobile apps, and in-app chat support.
Verdict
Copper nails its niche: a slick, Gmail-native CRM that sales and partnership teams actually enjoy using. If your company is entrenched in Google Workspace and values automation over endless customization, Copper delivers rapid time-to-value. High-volume enterprises needing territory management, deep quoting, or omni-channel marketing may outgrow it, but for most SMBs the reduction in data entry and the seamless inbox workflow justify Copper’s license cost many times over.