monday CRM vs Copper
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What you'd pay
Entry plan for 10 people, billed yearly where offered. Prices checked Oct 2026.

monday CRM
Agencies that already run client delivery on monday.com and want sales on the same boards and automations.
Copper
Agencies on Google Workspace whose account managers live in Gmail and need deals and onboarding pipelines without leaving the inbox.
Side by side
| Copper | ||
|---|---|---|
| Pricing | From $12/seat/month (billed annually); 3-seat minimum | From $23/seat/month (paid annually) |
| G2 Rating | 4.5 (1,843 reviews) | 4.5 (1,155 reviews) |
| Best For | Agencies that already run client delivery on monday.com and want sales on the same boards and automations. | Agencies on Google Workspace whose account managers live in Gmail and need deals and onboarding pipelines without leaving the inbox. |
Pros and cons
monday CRM
Pros
- Same platform as monday.com delivery boards
- Quotes and invoices from Basic
- Very customizable
- Low entry price
Cons
- 3-seat minimum
- Basic limited to 5 columns per board
- Automations start on Standard; sequences need Pro
- No ready-made agency time and profitability model
Copper
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
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