Copper

Copper is CRM software for small service businesses that run on Gmail and Google Workspace, sold per seat on three plans by an independent company.

Copper keeps a team's client conversations, deals and follow-up tasks in one record that fills itself from the inbox instead of by hand. Copper CRM, Inc. builds and sells it, and the company is independent. Mail sent and received in Gmail is logged on the matching person, company and opportunity. Teams sign in with their Google accounts, and the Gmail sync switches on when an account is opened with Gmail. Opportunities sit in pipelines, and the Pipeline Board View lets a rep drag a card to its next stage. Records for People and Companies gather notes, tasks, reminders, the activity log and every linked deal. Copper Forms write website submissions into the CRM, while task, workflow and email automations handle routine follow-up, with email series for longer sequences. Project Management carries a won deal into delivery, and the Insights Builder turns records into reports and dashboards. The iOS and Android apps take records into the field, and the Copper Developer API and its webhooks connect them to other systems. Copper is built for small and mid-sized businesses that sell services and keep their client email in Gmail. Account managers, sales reps and owners who handle clients personally get the most from it, because their inbox becomes the record. The email sync is designed for Gmail accounts, so the team's mail runs on Google Workspace. Buyers pay per seat on three plans, Basic, Professional and Business, each billed monthly or at a lower annual rate. Contact allowances, automation and reporting grow from plan to plan, and every plan opens with a trial that asks for no card. Service firms run Copper to follow a client from the first enquiry on a web form through the proposal to the delivery project. Before a client call, Ask Gemini in Google Chrome summarizes the recent activity on a record, using Google's assistant rather than a model of Copper's own. Contracts go out for signature through DocuSign, and the QuickBooks and Mailchimp integrations tie the CRM to accounting and newsletters. For a firm whose client work begins and ends in Gmail, Copper keeps every conversation attached to the deal and the project that grew from it.