Start here for the decision-making essentials: what Copper does, who it is for, how it is accessed, and the first-party sources behind this profile.
Pricing2 options
Free trial available
trial accounts use the Business plan to experience full capabilities
Platforms
Web
API accessNot public
FoundedNot disclosed by source
AvailabilityWeb / remote
LicenseProprietary
Best suited to
Source-backed fit
Relationship-focused service and small businesses Agencies, consultants, and account managers Teams already running on Google Workspace Companies seeking a CRM alternative to enterprise admin-heavy tools Service businesses and small businesses Agencies, consultants, and account managers whose work runs on…
Sales & CRM · Tool
Copper
Decision-ready
Copper is a CRM platform built for Google Workspace users, living natively inside Gmail, Calendar, and Drive. It offers AI-powered pipelines, automatic activity logging, and broad integrations for relationship-driven sales teams in 100+ countries.
Short answers to the questions buyers and builders commonly ask about Copper. Each answer cites the shared ledger below, where every source is listed once.
01What does Copper say it can do?
AI email responses and drag-and-drop pipelines with AI-powered flags and alerts · CRM that lives directly inside Gmail, Calendar, and Drive · Free trial provides access to the Business plan to experience full capabilities · Free trial with instant activation and no credit card required
Make sales more visual using drag-and-drop pipelines with AI-powered flags and alerts.
Service businesses and small businesses · Agencies, consultants, and account managers whose work runs on relationships (positioned a · Small to mid-sized teams seeking an easy-to-use CRM without the complexity of larger syste
Copper is purpose-built to help relationship-focused businesses manage their entire customer journey.
Customer-relationship management focused on pipelines, leads, opportunities, and follow-up · Syncing daily business software with CRM to provide a complete, accurate snapshot of busin · Pipeline management · Contact tracking and management
Every notification, every follow-up, every deal in your pipeline represents a real person on the other end.
04What should teams verify before adopting Copper?
Prohibited data types include credit card, bank account, driver's license, social security · Admin or account owner role required to set up integrations · No notable uptime issues reported; integrates directly with Gmail
This information includes credit card, bank account, driver's license or social security information, information that would be considered "protected health information" under HIPAA
05What pricing information is available for Copper?
Free trial available; trial accounts use the Business plan to experience full capabilities · Plan tiers include Professional and Business; most integrations require Professional or ab
Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper.
Google Workspace and Gmail · PandaDoc, DocuSign, QuickBooks, and Google Docs · Google Workspace — Gmail, Google Calendar, Google Contacts, and Google Drive (included wit · Slack (notify channels when a lead or opportunity is updated)
Add leads, track conversations, find files or manage tasks directly in Gmail and Google Calendar.
This profile connects the jobs Copper is described as handling with its delivery model, access options and the subjects used to match it to related products in this directory.
Common use cases
Pipeline, lead, opportunity, and follow-up management
Tracking contacts and cross-selling opportunities
Logging calls and texts automatically via JustCall
Sending and tracking proposals and signed documents via PandaDoc and DocuSign
Syncing invoices and customer data via QuickBooks Online
Getting Slack notifications when leads or opportunities are updated
Free trial available; trial accounts use the Business plan to experience full capabilities · Plan tiers include Professional and Business; most integrations require Professional or ab
API
Not publicly listed
Source links
13 recorded
Source-backed
Verified facts
Updated August 28, 2026
Each fact points to a recorded source, making it easy to distinguish verified product information from claims that need checking.
Official website
HTTP 200 verified twice
First-party description
CRM Software Solutions Company for Service Businesses | Copper CRM
Source-supported facts
Application type is BusinessApplication and Sales CRM · Built by Copper CRM, Inc. · Platform is Web with mobile applications
Application type
BusinessApplication
Platform
Web
Company
Copper CRM, Inc.
Integration
Google Workspace and Gmail
Integration
PandaDoc, DocuSign, QuickBooks, and Google Docs
View 32 more verified facts
Capability
AI email responses and drag-and-drop pipelines with AI-powered flags and alerts
Audience
Service businesses and small businesses
Deployment
Mobile applications
Limitation
Prohibited data types include credit card, bank account, driver's license, social security numbers, HIPAA-protected health information, and GDPR special categories of data
Practical capabilities
What it helps with
8 documented areas
A concise view of the jobs, capabilities and integrations described in the recorded product sources.
Use case
Pipeline, lead, opportunity, and follow-up management
Use case
Tracking contacts and cross-selling opportunities
Use case
Logging calls and texts automatically via JustCall
Use case
Sending and tracking proposals and signed documents via PandaDoc and DocuSign
Use case
Syncing invoices and customer data via QuickBooks Online
Use case
Getting Slack notifications when leads or opportunities are updated
Use case
Marketing automation sync via Mailchimp
Use case
Customer-relationship management focused on pipelines, leads, opportunities, and follow-up
Availability
Where it runs and where to get it
Source checked
Documented product formats, platforms and official distribution destinations. Availability can vary by region and plan.
Cost / license
Free trial available; trial accounts use the Business plan to experience full capabilities · Plan tiers include Professional and Business; most integrations require Professional or ab
Application types
BusinessApplicationSales CRM
Origin
Reimagined CRM starting with Google Workspace
Platforms
WebBuilt on / native to Google WorkspaceAvailable on Copper web app and mobile app
DeploymentMobile applications · Cloud-based CRM software with integrations marketplace for B2B software partners
LicenseNot disclosed by source
Model supportNot disclosed by source
Data controlNot disclosed by source
Learning curveIntermediate
Primary use casesPipeline, lead, opportunity, and follow-up management, Tracking contacts and cross-selling opportunities, Logging calls and texts automatically via JustCall, Sending and tracking proposals and signed documents via PandaDoc and DocuSign, Syncing invoices and customer data via QuickBooks Online, Getting Slack notifications when leads or opportunities are updated, Marketing automation sync via Mailchimp, Customer-relationship management focused on pipelines, leads, opportunities, and follow-up, Syncing daily business software with CRM to provide a complete, accurate snapshot of busin, Pipeline management, Contact tracking and management
What to verify before adopting
Prohibited data types include credit card, bank account, driver's license, social security
Admin or account owner role required to set up integrations
No notable uptime issues reported; integrates directly with Gmail
Evolution and major updates
Copper timeline
A concise history of software releases and material product changes. Events appear only when a dated source supports what changed.
Research in progress
Scheduled for research
Building a reliable release history.
This profile is being checked for dated releases and material product changes. Nothing appears here until the exact date and event can be verified from a recorded source.
Dated event Short explanation Original source
Citation ledger
Recorded sources
13 unique pages
Facts, answers, structured details, milestones and primary resource links cite this shared ledger. Each external page appears once; release tags from the same GitHub project are grouped under one release history.
1copper.com 9 facts · 3 answers · 1 snapshot source · Official site
These tools share a workflow, capability or audience with Copper. They may complement it rather than replace it, and are not presented as integrations or endorsements.
Google Workspace — Gmail, Google Calendar, Google Contacts, and Google Drive (included with all plans)
Integration
Slack (notify channels when a lead or opportunity is updated)
Integration
Mailchimp and Dropbox (named integrations)
Capability
CRM that lives directly inside Gmail, Calendar, and Drive
Platform
Built on / native to Google Workspace
Audience
Agencies, consultants, and account managers whose work runs on relationships (positioned as an alternative to enterprise CRMs requiring a dedicated admin)
Use case
Customer-relationship management focused on pipelines, leads, opportunities, and follow-ups
Geographic scope
Used by thousands of companies in over 100 countries
Program
B2B software partner program for featured integrations (apply via partners@copper.com)
Pricing
Free trial available; trial accounts use the Business plan to experience full capabilities
Pricing
Plan tiers include Professional and Business; most integrations require Professional or above, with select integrations limited to Business
Mission
Help the workforce thrive by helping customers cultivate internal and external relationships
Integration
Gmail, Google Calendar, Google Contacts and Google Drive included with all plans
Integration
JustCall phone system integration that logs calls and texts automatically against contacts
Integration
PandaDoc integration for proposals, quotes, contracts and digital document workflow with e-signatures
Integration
DocuSign integration to send, track and close signed documents from the sales pipeline
Integration
QuickBooks Online integration that syncs customer and invoice data with activity feed
Platform
Available on Copper web app and mobile app
Capability
Free trial provides access to the Business plan to experience full capabilities
Capability
Free trial with instant activation and no credit card required
Limitation
Admin or account owner role required to set up integrations
Use case
Syncing daily business software with CRM to provide a complete, accurate snapshot of business and customers
Capability
Tiered integration availability: most integrations on Professional plans and above, select integrations on Business plans only
Deployment
Cloud-based CRM software with integrations marketplace for B2B software partners
Application type
Sales CRM
Integration
Gmail
Integration
Google Workspace
Integration
Mailchimp (via Copper X Mailchimp)
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