Copper CRM

A customer relationship management software designed specifically for Google Workspace, deeply integrated with Gmail

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https://www.copper.com/

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In-depth Report

Copper CRM is a customer relationship management software designed specifically for Google Workspace. It was established in San Francisco in 2013. It has received US$25 million in financing and is trusted by more than 30,000 companies. The core advantage of this product lies in its deep integration with Gmail, Google Calendar, and Google Drive. Users can directly view contact history and transaction records in the Gmail sidebar. 98% of emails can be automatically recorded into the system without manual operation. Copper is positioned at service business enterprises and is suitable for small teams of 5-25 people. Pricing starts from US$9 per user per month. Compared to HubSpot and Salesforce, Copper has a clear advantage in Gmail integration, but falls short in marketing automation and advanced reporting capabilities.
Copper was founded in 2013 and is headquartered in San Francisco, California. The company has approximately 100-200 employees and has received more than US$25 million in financing. Copper's core philosophy is to "accompany your customers every step of the way," helping relationship-driven businesses manage the entire customer journey. As a Google-native CRM, Copper is recommended for Google Workspace and is trusted by more than 30,000 companies. The company's target industries include media, financial services, production and agency, consulting, architecture and creators. Copper's slogan is "Be there for your clients, every step of the way", emphasizing staying in touch with customers at every stage of the customer journey.
Deep Gmail integration: Copper’s core selling point is its deep integration with Gmail. In the Gmail sidebar, users can directly view contact history, transaction records, and associated files without frequently switching between applications. The system can automatically record 98% of emails without manual operation. Google Calendar implements two-way synchronization, and calendar events are automatically associated with contact records. Google Drive integration makes all shared files automatically linked to CRM records. Sales pipeline management: Copper provides drag-and-drop deal stage advancement and supports automatic enrichment that automatically extracts associated emails, calendars, and files from Google data. Users can create custom reports to forecast revenue, identify customer trends, and view team activity. Project Management Features: Copper Projects is the product’s built-in project tracking feature, especially for consulting firms and agencies. Users can create projects directly from closed deals, assign tasks and follow up from a centralized task list. Automation capabilities: Professional and above versions provide a basic trigger-action workflow that can automatically create tasks and send reminders when transaction stages change. But the overall automation capabilities are relatively basic, lacking email sequences, conditional branching, and multi-step workflows. Platform support: Copper offers web, iOS and Android mobile apps, and a Chrome extension. Supports REST API and Webhooks for easy integration with other systems.
Copper offers four tiers of pricing plans. The Starter plan is priced at $9 per user per month and includes 2,500 contact credits, Google Workspace integration, task management, and forms functionality. The Basic plan is $23 per user per month and includes 15,000 contacts, workflow automation, bulk mailing, reporting, and custom fields. The Professional plan is $59 per user per month and includes unlimited contacts, lead scoring, custom reporting, email sequences, and LinkedIn integration. The Enterprise plan is $99/user per month and includes custom objects, drip marketing, priority support, and multi-currency capabilities. Free trial period is 14 days, activation is instant, no credit card required. Users pay to add team members after they are satisfied. Overall, Copper's pricing is more expensive than competing products such as HubSpot in terms of high-price tiers.
Positive Reviews: Copper has received widespread positive reviews based on collected user reviews. Users generally appreciate its Gmail integration, calling it a "life-saver" that eliminates the need to frequently switch between apps. The task tool’s integration with Gmail and Calendar was also highly regarded. As a small business user, I think Copper can keep emails and tasks organized and is not as complex as large CRM platforms, which is exactly what small businesses need. Users also praise the perfect integration with Google Workspace and a great experience when using Gmail, Drive, and Calendar. Reasonable prices and excellent customer service are also key points of praise from users. Many users say they have been using it for many years and continue to recommend it. Negative feedback: The main shortcomings reported by users include: completely dependent on Google Workspace and cannot be used by non-Google users; the automation function is too basic and lacks email sequences and conditional branches; the reporting function is limited and the preset reports are relatively basic; the price is expensive at the high tier level; the lack of marketing automation function; it is suitable for limited scale, teams of more than 30 people will encounter functional bottlenecks; no HIPAA compliance, it cannot be used in the medical industry.
Copper's main competitors in the CRM market are HubSpot and Salesforce. Copper has a clear advantage over HubSpot when it comes to Gmail integration, with a five-star rating, while HubSpot only has three. But in terms of automation capabilities, HubSpot is significantly stronger. Copper is a good choice for Google Workspace teams that value Gmail workflow integration, while users who need marketing automation and plan extensions are better suited to HubSpot. Compared with Salesforce, Copper is more lightweight, faster to get started, and suitable for small teams. Salesforce is geared toward larger enterprise customers. According to user reviews from Gartner Peer Insights, Copper holds a share of the Sales Force Automation Platforms market.
Risks that need attention include: First, there is the risk of platform dependence. Copper is completely dependent on Google Workspace, and non-Google users cannot use its core functions. This is both an advantage and a limitation. Secondly, there is the risk of function expansion. As the team scale increases, Copper's functions may not be able to meet the needs. In particular, teams of more than 30 people will encounter bottlenecks. The third is industry compliance risk. Copper currently does not support HIPAA compliance and cannot be used by customers in the medical industry. The fourth is price risk. High-tier pricing is higher than competing products. Small and medium-sized enterprises need to evaluate cost-effectiveness.
Recommended usage scenarios: Copper is most suitable for the following scenarios: small consulting companies or professional services companies, teams of 5-25 people, relationship-driven businesses such as real estate agencies or recruitment agencies, teams that rely heavily on Google Workspace, and companies that value customer relationship maintenance. Not recommended for use in scenarios: Copper is not recommended for the following scenarios: non-Google Workspace users, teams that require advanced automation capabilities, organizations that plan to expand to more than 30 people, companies that require marketing automation, and customers in the healthcare industry. Alternatives: For those in need of marketing automation, we recommend considering HubSpot. For users who need more powerful enterprise-level features, there is Salesforce. For users who place more emphasis on pipeline management and sales automation, consider Pipedrive.
Copper CRM is a distinctive Google native CRM product, and its deep integration with Gmail, Google Calendar, and Google Drive is its core competitive advantage. For small teams that already use Google Workspace intensively, Copper provides a smooth integrated work experience that can significantly improve customer relationship management efficiency. But users need to pay attention to its functional boundaries, especially the scalability issues after the team size increases, and the limitations of the lack of marketing automation capabilities. When choosing, it is recommended to use the 14-day free trial period to fully evaluate and confirm that the product can meet current and short-term business needs.

User Reviews

JacobScottIII

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After using Copper CRM for a week, I have to say that this Gmail integration is really great! You can see customer history in the sidebar without switching tabs back and forth, which greatly improves efficiency.

SReed_2023

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The free version only has 2,500 contacts, which is a bit restrictive, and our team quickly filled it up.

EtherDream323

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The experience of using it with Google Workspace is smooth, but if you are not a Google user, it is recommended to avoid it.

realSteveFreeman

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After comparing HubSpot and Copper, I finally chose Copper mainly because of its simplicity and professionalism.

BThomas_2023_577

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The automatic recording of emails is amazing. 98% of emails can be automatically synchronized, saving a lot of manual operations.

Rebecca_Stewart_66

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The price is a bit expensive, the Professional version is $59 per month, which is a bit unaffordable for small teams.

JonathanMartin

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I've been using it for three months and overall it's pretty good, except that the automation function is a bit weak.

Christina.Allen_Pro

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Suitable for small teams, about 5-25 people, no matter how big it is, it is not recommended.

姚欣

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The response speed of customer service is very fast, and any problems can be solved in time.

AlbertFlores

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The Gmail sidebar feature is my favorite and saved me!

NataliePerez

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It’s a pity that there is no marketing automation function. If you want to do email marketing, you have to find other tools.

Christian.Murray_88

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It’s quick to get started, simple to configure, and can be done in a few hours.

ci6xi2j3cb

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The reporting function is relatively basic, and if you want complex analysis, you have to export it to Google Sheets.

Ethan.Alvarez_88

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The mobile experience is okay and the basic functions are usable.

Catherine_HillII

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Highly recommended to the team that provides consulting services, it is really suitable.

MMillerZ

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Migrating from Salesforce, the experience is much better than expected.

GloriaRogers_77

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There was a problem with data transmission, so I contacted customer service to resolve it.

Alexander.GonzalesX

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Workflow automation is adequate, but not powerful enough.

ticklishswan839

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I renewed the annual package, which is a little cheaper.

JMendozaII

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Non-Google users must not buy it, you will regret it!

Copper CRM

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