Templates
Not sure where to start? We’ve got templates for that.
From AI email responses, to pipeline and form templates. Start with one of ours or create your own to save time.
Recommended for Google Workspace
No more switching tabs. Do it all in Copper
Copper is trusted by 30,000+ companies of all sizes
"I work in consulting and keeping my tech stack small is important. I don't want to spend all day clicking between apps just to get work done. Copper's 
smooth integration with Gmail
is a godsend."
Kristen S
CEO
Orderology
Your entire customer journey in one place
Connect with leads
Whether it's referrals, paid ads, events or organic, wherever your leads come from, Copper can collect and take immediate action.
Add every lead
Use our contact form for website visitors, or scan business cards at events.
Email Series + Automation
Respond instantly to form submissions and send welcome or follow up emails.
Google Workspace
Add leads, track conversations, find files or manage tasks directly in Gmail and Google Calendar.
Research and add prospects on LinkedIn (or any website) without switching tabs.
Add every lead
Use our contact form for website visitors, or scan business cards at events.
Email Series + Automation
Respond instantly to form submissions and send welcome or follow up emails.
Google Workspace
Add leads, track conversations, find files or manage tasks directly in Gmail and Google Calendar.
Research and add prospects on LinkedIn (or any website) without switching tabs.
Win deals
Know where every lead is at in your sales process and move opportunities to the next stage. Sort by value, understand the win probability, and identify slipping deals.
Pipelines
Make sales more visual using drag-and-drop pipelines with AI-powered flags and alerts.
Pipeline automations
Automatically trigger emails or reminders when you move an opportunity to the next stage.
Reporting
Create custom reports to project revenue, identify customer trends, view team activity, and more.
Contracts & proposals
Draft in Google Docs, or integrate with tools like PandaDoc, DocuSign and QuickBooks for a seamless sales process.
Pipelines
Make sales more visual using drag-and-drop pipelines with AI-powered flags and alerts.
Pipeline automations
Automatically trigger emails or reminders when you move an opportunity to the next stage.
Reporting
Create custom reports to project revenue, identify customer trends, view team activity, and more.
Contracts & proposals
Draft in Google Docs, or integrate with tools like PandaDoc, DocuSign and QuickBooks for a seamless sales process.
Deliver projects
Kick off a new project directly from a closed opportunity. Say goodbye to handoff documents, your entire team can finally live in a single tool.
Project management
Duplicate your closed deals into a project to handle service delivery, onboarding and more.
Tasks
Assign tasks and follow-ups from a centralized task lists, or within projects.
Task & workflow automation
Stop doing admin work. Log calls, meetings, asks and activities without lifting a finger.
Collaboration
Bring the whole family – sales, project managers, creatives, finance, contractors and more.
Project management
Duplicate your closed deals into a project to handle service delivery, onboarding and more.
Tasks
Assign tasks and follow-ups from a centralized task lists, or within projects.
Task & workflow automation
Stop doing admin work. Log calls, meetings, asks and activities without lifting a finger.
Collaboration
Bring the whole family – sales, project managers, creatives, finance, contractors and more.
Create repeat business
Loyal customers fuel long-term success. Stay engaged, follow up with ease, and never miss an opportunity to reconnect.
Feed
Get a bird's-eye view of your team's activity across customer emails, projects, tasks and more.
Rekindle emails
Reconnect with contacts you haven't heard from in a while. Automatically.
Get feedback
Once a project wraps up, automatically send a follow-up email to request a review or referral.
Mobile app
Move relationships forward while you're on the go.
Feed
Get a bird's-eye view of your team's activity across customer emails, projects, tasks and more.
Rekindle emails
Reconnect with contacts you haven't heard from in a while. Automatically.
Get feedback
Once a project wraps up, automatically send a follow-up email to request a review or referral.
Mobile app
Move relationships forward while you're on the go.
Everything you need to do your best work
Copper is purpose-built to help relationship-focused businesses manage their entire customer journey.
Try Copper free
Customization
Customize the info you track
Create your own labels, tags, owners, and more, so everyone has context and everything stays organized.
Mobile app
Stay connected wherever you go
Log calls and SMS automatically so every interaction is tracked and accounts are always up to date.
Integrations
Connect the tools you’re already using
Copper's powerful integrations seamlessly connect with your favorite tools to bring in even more customer information.
"With Copper , there was almost no setup time since it worked with Gmail. Plus, there were all these integrations that we could use right away. We were sold."
Meet the folks who chose Copper
The Gmail integration is my favorite Copper feature. It makes it easy to add new leads, people, etc... I also love the task tool and how it integrates with Gmail and Calendar.
Atira R.
As a small business I love that Copper can keep my emails and tasks organized. The large CRM platforms were too much. As my day is all email, Copper is just what I need.
Liane C.
Great CRM for Gmail users. Copper's unique angle is that it is tightly integrated with Gmail - so as you're emailing contacts, you can easily add those people and opportunities into your CRM. This makes it very easy to use which saves a lot of time and makes CRM updates less of a chore.
Andrew W.
I love the fact that it integrates perfectly with Google Workspace. This has been an amazing experience for me since I’m always using Gmail, Drive, and Calendar.
Otisa E.
Copper CRM piggy backs right on top of Gmail in a seamless way.
Jeff L.
I love the Google plugin. My business uses Google Workspace for just about everything we do, and the Copper + Google Workspace integration is fantastic.
Daniel K.
The Gmail integration is my favorite Copper feature. It makes it easy to add new leads, people, etc... I also love the task tool and how it integrates with Gmail and Calendar.
Atira R.
As a small business I love that Copper can keep my emails and tasks organized. The large CRM platforms were too much. As my day is all email, Copper is just what I need.
Liane C.
Great CRM for Gmail users. Copper's unique angle is that it is tightly integrated with Gmail - so as you're emailing contacts, you can easily add those people and opportunities into your CRM. This makes it very easy to use which saves a lot of time and makes CRM updates less of a chore.
Andrew W.
I love the fact that it integrates perfectly with Google Workspace. This has been an amazing experience for me since I’m always using Gmail, Drive, and Calendar.
Otisa E.
Copper CRM piggy backs right on top of Gmail in a seamless way.
Jeff L.
I love the Google plugin. My business uses Google Workspace for just about everything we do, and the Copper + Google Workspace integration is fantastic.
Daniel K.
"It's like those CRM's we used to use, except this one actually works".
Billy
Account Manager / Client Superstar 🤩
Get started for free
Take Copper for a spin first.
Pay and add your team later.
Free 14-day trial