CRM & Client Management

Copper CRM

CRM that lives inside Google Workspace — auto-logs Gmail and Calendar into pipeline records.

Starter
Pricing Tier
Easy
Learning Curve
1–2 weeks
Implementation
small, medium
Best For
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Use when

Google Workspace-native teams (agencies, consultancies) that want contacts and pipeline without leaving Gmail.

Avoid when

Microsoft 365 shops (use Dynamics or HubSpot), complex B2B sales orgs, or product-led SaaS companies.

What is Copper CRM?

Copper is a CRM designed for Google Workspace-native teams. A Chrome extension and Gmail sidebar auto-capture contacts, emails, and meetings into CRM records without manual logging. Best for agencies, consultancies, and SMBs that live in Gmail and find Salesforce overkill. The product works well for relationship-driven sales (services, long-cycle B2B) but is shallow for volume-driven outbound or complex revenue operations.

Key features

Gmail sidebar with CRM in inbox
Automatic contact and email capture
Pipeline boards and forecasting
Task and activity tracking
Workflow automation
Native Google Calendar sync

Integrations

Google WorkspaceSlackMailchimpQuickBooks
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