Copper
Agencies on Google Workspace whose account managers live in Gmail and need deals and onboarding pipelines without leaving the inbox.
Quick overview
- Pricing
- From $23/seat/month (paid annually)
- Plans
- No free plan; 14-day free trial, no credit card. Per seat per month: Basic $23 paid annually ($29 monthly), 2,500 contacts, pipelines, task automation, project management; Professional $59 paid annually ($69 monthly), 15,000 contacts, workflow automation, bulk email, reporting, integrations, API; Business $99 paid annually ($134 monthly), unlimited contacts, email series, custom reports, multi-currency, premium support.
- G2 rating
- 4.5 / 5.0
- Comparisons
- Featured in 4 comparisons
Key features
- Native Gmail, Google Calendar and Drive integration
- Sales and project pipelines on every plan
- Workflow automation on Professional
- PandaDoc, DocuSign and QuickBooks integrations
- Custom reports on Business
Pros
- Low friction inside Gmail and Calendar
- Project pipelines on every plan
- Good for relationship-led account management
- Proposal tools via PandaDoc and DocuSign
Cons
- No native quotes or proposals listed
- Workflows and reporting need Professional
- Little value on Microsoft 365
- No time tracking or retainer invoicing
Copper in our comparisons
Best CRM for Agencies
Productive is the best CRM for most agencies because pipeline, proposals, delivery, time, retainers and profitability live in one system. Pick HubSpot Sales Hub if you are a marketing agency on HubSpot, or Pipedrive for a sales-first CRM with proposals and projects on one plan.
Best CRM for Consultants
Capsule is the best CRM for most consultants: relationship-first records, pipelines and project boards from $18/user/month billed annually. Less Annoying CRM is the simplest solo option, HubSpot's free CRM is the best free start, and Copper suits Google Workspace firms.
Best CRM for Small Business
HubSpot Sales Hub is the best CRM for most small businesses: the free HubSpot CRM covers 2 users, and Starter adds calling and basic workflows cheaply. Budget for Professional ($90/seat/month plus $1,500 onboarding) if you need sequences.
Zoho CRM alternatives
Pipedrive is the best Zoho CRM alternative for most sales teams: easier to learn, automations from $39 per seat billed annually, and a documented Zoho import. Pick Freshsales to keep Zoho-level pricing, or HubSpot Sales Hub to run marketing and sales together.