Copper Software

Copper is a customer relationship management (CRM) product built to work only with Google Workspace. That is the key fit fact for buyers: Copper lives inside Gmail and the other Google Workspace applications, and it is not a general CRM for Microsoft 365 or other email systems. The vendor describes it as a CRM that works where a team already works, so sales staff do not need to switch to a separate system to update a customer record.

Inside Gmail, Copper shows customer and deal details beside the message being read, and it can add contacts and log emails from the inbox. The vendor also offers a Chrome extension, mobile applications, and connections to Google Calendar, Drive, Docs, Sheets, and other Workspace applications. Records, emails, files, and meetings can therefore stay linked to the same customer, deal, or project record, rather than sitting in separate inboxes or folders.

Who Copper fits (and who it does not fit)

Copper fits small and mid-sized sales teams that already run on Google Workspace and live in Gmail. It fits teams that want a CRM that feels like part of their inbox, with pipelines, contact records, and email tracking close to the messages themselves. It also fits teams that want simple per-seat pricing and a clear step up from a basic plan to plans with workflow automation and reporting.

Copper does not fit any team that does not use Google Workspace. A team on Microsoft 365, or on another email and office system, should not buy Copper, because its core value depends on the Workspace connection. It also does not fit a buyer who needs a free plan: the vendor pricing page lists no free tier. Teams that need very large contact lists or very high bulk email volumes should also check the caps in the Pricing section, because the lower plans limit both.

Key features

  • Google Workspace integration: Copper works inside Gmail and connects with Calendar, Drive, Docs, Sheets, Slides, Chat, and Meet, with contact and deal details shown beside emails.
  • Contact and company records: people and company records hold contact details, notes, files, and related emails, with automatic contact suggestions from email activity.
  • Pipelines: visual deal pipelines for tracking sales stages. One pipeline is included on Basic, multiple pipelines on Professional and Business.
  • Email tracking and templates: tracked emails, email templates, and bulk email sending, with monthly limits that rise by plan.
  • Workflow automation: workflow automation with rules that can update records and trigger actions. Workflow automation is listed from Professional upward, with more advanced automation on Business.
  • Reports and dashboards: reporting tools, including a custom report builder on Professional and Business, for following pipeline and activity figures.
  • Project and task tools: project management and task automation are listed on the Business plan, so delivery work can be tracked beside sales work on that plan.
  • Other integrations and access: the vendor lists Slack, QuickBooks, Xero, Zapier, RingCentral, Mailchimp, and Docusign, plus a Chrome extension, iOS and Android applications, and API access.

Pricing

Prices below are the figures shown on the vendor pricing page, in United States dollars, per seat per month, excluding taxes. Annual figures are billed annually; monthly figures are billed monthly. No free plan is listed on the pricing page.

PlanPrice billed annuallyPrice billed monthlyContacts includedBulk emails per month
Basic$23 per seat per month$29 per seat per month2,500 contacts250 bulk emails
Professional$59 per seat per month$69 per seat per month10,000 contacts100,000 bulk emails
Business$99 per seat per month$134 per seat per monthUnlimited contacts500,000 bulk emails

The pricing page also states the email tracking limits: Basic includes 2,000 emails tracked per month, while Professional and Business include unlimited emails tracked. Email templates are limited to 100 on Basic and Professional, and 1,000 on Business. The vendor does not state a separate setup fee on the pricing page read.

Prices can change — confirm the current price on the vendor’s website before deciding.

Plans and key features

PlanKey features and limits
BasicOne pipeline; 2,500 contacts; 2,000 emails tracked per month; 250 bulk emails per month; 100 email templates
ProfessionalMultiple pipelines; 10,000 contacts; unlimited emails tracked; 100,000 bulk emails per month; 100 email templates; workflow automation; custom report builder; priority support
BusinessUnlimited contacts; unlimited emails tracked; 500,000 bulk emails per month; 1,000 email templates; more advanced automation; project management and task automation; dedicated customer success manager

Free demo and trial

Copper offers a free trial, and the vendor pricing page states that a buyer can start free with no credit card required. The pricing page itself does not state the trial length on the page read. The vendor’s signup page describes the offer as a free 14-day trial. No separate demo length is stated on the page read, and no free plan is offered. A buyer who needs a guided demo should ask the vendor, rather than assuming a demo length.

Specifications

SpecificationDetail
DeploymentCloud-based, working through the browser with Google Workspace. An on-premise option is not stated on the pages read.
DevicesBrowser use, a Chrome extension, and iOS and Android applications are listed.
IntegrationsGoogle Workspace applications (Gmail, Calendar, Drive, Docs, Sheets, Slides, Chat, and Meet), plus Slack, QuickBooks, Xero, Zapier, RingCentral, Mailchimp, and Docusign as listed on the vendor pages read.
SupportPriority support is listed for Professional, and a dedicated customer success manager for Business. The support level for Basic and the support hours are not stated on the pricing page read.
Languagesnot stated on the pricing and Google Workspace pages read.

Pros and Cons

Pros

  • Copper’s main strength is its fit with Google Workspace.
  • For a team that already lives in Gmail, Copper sits where the work happens, emails and files stay linked to records, and there is little need to learn a separate system.
  • The pricing is also clear: three per-seat plans, with the annual figures lower than the monthly figures, and the main caps on contacts, bulk email, and templates stated on the pricing page.

Cons

  • The main limit is the same as the main strength.
  • Copper works only with Google Workspace, so it is not an option for teams on other systems.
  • The lower plans also carry real caps: Basic allows 2,500 contacts, 2,000 tracked emails per month, and 250 bulk emails per month, and workflow automation and the custom report builder start at Professional.
  • A team that outgrows those caps must move up a plan, and because pricing is per seat, the cost rises with every added user.

Alternatives

For other options in this category, see CRM Software. Also in this category: Salesforce Sales Cloud, HubSpot CRM, Zoho CRM, and monday CRM.

Comparison

ProductStarting priceFree plan or trialBest for
Salesforce Sales Cloud$25 per user/month billed monthly (Starter Suite)Free Suite; 30-day free trialSales teams that need a structured pipeline, shared records and forecasting
HubSpot CRM$15 per seat/month (Starter; discounted for new customers only, with no set end date)Free plan; Start free trial option, length not statedSmall businesses and growing teams that want a shared record and a clear pipeline view
Zoho CRM$14 per user/month billed annually (Standard)Free plan for up to 3 users; free trial, length not statedSmall and mid-sized businesses that need a shared sales record
monday CRM$12 per user/month billed annually (Basic)No free plan; 14-day free trialSales teams that want a visual, customizable pipeline in monday.com
Copper$23 per seat/month billed annually (Basic)No free plan; 14-day free trialSmall and mid-sized sales teams that live in Gmail and Google Workspace

Frequently asked questions

Does Copper work without Google Workspace?

No. Copper works only with Google Workspace. The vendor presents it as a CRM built for Workspace, living inside Gmail and connected to the other Workspace applications. Teams on other email systems should choose a different CRM.

How much does Copper cost?

Billed annually, Basic is $23, Professional is $59, and Business is $99 per seat per month in United States dollars, excluding taxes. Billed monthly, the same plans are $29, $69, and $134 per seat per month.

Does Copper have a free plan?

No free plan is listed on the vendor pricing page. Copper offers a free trial, described on the vendor signup page as a 14-day trial, with no credit card required to start it.

What are the main limits on the Basic plan?

Basic includes one pipeline, 2,500 contacts, 2,000 emails tracked per month, 250 bulk emails per month, and 100 email templates. Multiple pipelines, workflow automation, and the custom report builder are listed from Professional upward.

Sources

https://www.copper.com/pricing

https://www.copper.com/google-workspace-crm

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