AutomateSMB

Copper CRM

Copper CRM lives inside Gmail and Google Workspace so your team tracks every client relationship without switching tabs.

SMB score 8/10/10

Overview

If your business runs on Google Workspace, Copper fits directly into the tools you already use every day. The Chrome extension brings Copper into Gmail and Google Calendar, so contacts, tasks, and deals update automatically as you send and receive email. You do not need to learn a separate system or paste data between apps. Copper starts at $9 per seat per month (billed annually) and offers a free 14-day trial with no credit card required. Over 30,000 companies use it today. The platform covers the full customer journey: collecting leads through forms, managing deals in visual pipelines, delivering projects after a deal closes, and sending automated follow-up emails to win repeat business. Zapier connects Copper to 5,000-plus other apps on every plan. Customers consistently highlight the Gmail integration as the feature that makes CRM updates feel automatic rather than like extra work.

Features

  • Gmail, Google Calendar, Google Drive, and Google Contacts sync on all plans
  • Drag-and-drop sales pipelines with task and workflow automation starting at the Basic plan
  • Built-in project management to deliver work after a deal closes
  • Bulk email, email open tracking, and AI email template generator on Professional and above
  • Zapier integration on all plans connecting Copper to 5,000-plus other apps

Best for

Copper suits small businesses that already pay for Google Workspace and want a CRM that requires little to no behavior change for the team. It works especially well for service businesses such as agencies, consultants, coaches, and financial services firms where ongoing client relationships matter more than high-volume transactional sales.

Why this SMB score

Copper earns a strong score for Google Workspace users because it removes the biggest reason CRM adoption fails: no one wants to update a separate system, and Copper largely solves that problem starting at $9 per seat per month.

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