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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