Top Copper features

Copper is more than just a CRM — it’s a tool designed to simplify relationship management and boost productivity. Known for its seamless Google Workspace integration, Copper keeps your team connected and organized without constant app-switching. Its user-friendly interface makes adoption easy, while powerful automation features save time on repetitive tasks.

For businesses focused on building strong customer relationships, Copper offers the perfect balance of simplicity and functionality. Whether you’re managing leads, tracking deals, or streamlining communication, this CRM has you covered. Let’s dive into the best features that make Copper a standout choice for teams.

Copper CRM, formerly known as ProsperWorks, is a customer relationship management tool built to work seamlessly with Google’s cloud-based apps. It’s designed for small to mid-sized businesses that want an easy, efficient way to manage leads and strengthen customer relationships.

What sets Copper apart is its simplicity and smart automation. It eliminates time-consuming admin work and data entry, so teams can focus on closing deals and building connections.

Here’s what Copper brings to the table:

• Effortless Google Integration: Works smoothly with Gmail, Google Calendar, and Google Drive.
• No More Manual Data Entry: Automatically logs emails, meetings, and calls, saving hours of work.

• Complete Customer Visibility: Tracks email threads and past interactions in one organized place.

• Sales Pipeline Management: Turns bottlenecks into clear opportunities, helping teams set goals and manage forecasts.

For businesses tired of clunky CRMs, Copper offers a refreshingly simple and effective solution.

Copper CRM offers flexible pricing with plans suited for businesses of all sizes. You can also test it out with a 14-day free trial before committing.

Cost: $29/user per month (monthly) or $23/user per month (annually)

Best for: Small businesses using Google Workspace

Features:

• Manage up to 2,500 contacts

• Team collaboration and project management

• Multiple pipelines and contact enrichment

Cost: $69/user per month (monthly) or $59/user per month (annually)

Best for: Growing businesses needing advanced CRM features

Features:

• Manage up to 15,000 contacts

• Workflow automation and reporting tools

• Integrations with Mailchimp, HubSpot, QuickBooks, Slack, and more

Cost: $134/user per month (monthly) or $99/user per month (annually)

Best for: Enterprises needing full customization and scalability

Features:

• Unlimited users and contacts

• Advanced marketing tools like drip email campaigns and lead scoring

• Website tracking and additional integrations (LinkedIn, WordPress Forms)

Copper’s tiered pricing makes it easy to scale your CRM as your business grows.

Copper CRM stands out for its smart features designed to simplify sales and customer management. It’s built to minimize busywork, keep teams organized, and help businesses close more deals. Let’s take a closer look at the features that make Copper so effective.

Tired of entering contact info by hand? Copper takes care of that for you. It pulls contact details from email conversations and online sources, so your lead information is always up to date.

Plus, Copper syncs directly with Gmail. It automatically tracks every email you send and receive, giving you a complete history of conversations without the need for manual updates. No more digging through your inbox for that one important thread — it’s all right there in Copper.

Copper was made to work perfectly with Google’s suite of tools. It syncs with Google Calendar to pull meetings and appointments into your CRM without any extra steps. Google Drive integration lets you attach files like contracts, reports, and presentations directly to contact records.

Everything stays connected, so you don’t waste time switching between apps or searching for files.

Manage your CRM without ever leaving your inbox. Copper’s Chrome extension brings CRM functions right into Gmail, so you can add leads, update contacts, and track deals directly from your email.

This saves you time and keeps everything in one place, making lead management more efficient and less disruptive to your workflow.

Copper helps you cut down on repetitive tasks with powerful automation tools. You can set up triggers and automated actions, like assigning follow-up tasks when a deal reaches a certain stage or sending reminders for upcoming meetings.

By standardizing processes, Copper reduces manual work and minimizes errors — giving sales teams more time to focus on closing deals.

Know exactly when a lead opens your email or clicks on a link. Copper’s email tracking shows real-time activity, so you can follow up at just the right moment.

It also offers pre-built email templates, saving you time while keeping your messaging consistent and professional.

Keeping track of leads and customer interactions is easy with Copper’s organized contact management system. It captures key information and logs every interaction — emails, meetings, calls — in one place.

You’ll always have a clear view of your relationship history, making it easier to personalize follow-ups and move deals forward.

Every business tracks different metrics, and Copper makes reporting flexible. You can export data directly to Google Sheets and build custom dashboards, charts, and reports that fit your needs.

This feature helps you turn raw data into valuable insights, so you can track performance and make informed decisions.

Copper’s drag-and-drop pipeline view lets you track deals at every stage. You can customize pipelines for different teams or processes and easily spot opportunities that need attention.

With real-time updates, you’ll always know the status of each deal and where to focus your efforts.

Stay connected with your team through Copper’s Hangouts Chat bot. It sends updates on lead and deal activity directly to your chat rooms, keeping everyone in the loop without needing to check the CRM constantly.

This feature boosts collaboration and ensures important updates never slip through the cracks.

Copper makes it easy to grow your customer base with multiple lead capture options. You can collect leads through web forms, social media, and email, automatically pulling them into the CRM for follow-up.

With everything in one place, your sales team can quickly prioritize and nurture new opportunities.

Copper’s feature set is designed to keep teams organized, eliminate busywork, and drive better sales results. It’s a simple, effective CRM that fits right into your existing Google Workspace tools — and that’s why businesses love it.

Managing customer relationships can get messy fast — especially when you’re juggling leads, follow-ups, and data from multiple sources. Copper CRM steps in to solve these challenges, helping businesses stay organized and efficient. Here’s how Copper tackles common pain points:

Entering contact info and updating records by hand takes time and often leads to mistakes. Copper automates data capture from Gmail, pulling in contact details and conversation history without any extra effort. This keeps your records accurate and saves hours every week.

Tracking leads and moving deals through the pipeline shouldn’t feel chaotic. Copper offers a clear, customizable pipeline view where you can monitor every deal’s status and next steps. This visibility helps teams prioritize the right opportunities and close deals faster.

When team members don’t have access to the same information, communication breaks down. Copper syncs emails, meetings, and files so everyone stays on the same page. Integrated tools like Google Drive and Hangouts Chat keep conversations and documents connected to the right contacts and deals.

Making smart business decisions requires good data — and Copper delivers. You can create custom reports in Google Sheets, tracking key metrics like deal progression and win rates. These insights help teams adjust strategies and focus on high-impact activities.

Missed follow-ups can mean lost deals. With Copper’s email tracking and activity alerts, you’ll know exactly when leads engage with your messages. This makes it easy to follow up at the right time and keep deals moving forward.

Constantly flipping between your CRM, email, and calendar wastes time. Copper’s deep integration with Google Workspace brings everything into one system. You can manage contacts, schedule meetings, and update deals directly from Gmail and Google Calendar.

Copper simplifies customer relationship management by cutting busywork and keeping teams focused on what matters — building strong relationships and closing more deals.

Copper CRM is built for businesses that want a simple, user-friendly solution that works seamlessly with Google Workspace. It’s great for teams that value automation, ease of use, and smooth integration without the complexity of traditional CRMs.

Small to Mid-Sized Businesses

If you’re running a small or growing business, Copper offers the right balance of features and affordability. You get powerful CRM tools without a steep learning curve.

Why it works well:

• Easy Google Workspace integration: Works directly with Gmail, Google Calendar, and Google Drive.
• Minimal data entry: Automatically pulls contact info and syncs emails.
• Cost-effective plans: Scalable pricing that grows with your business.

Sales and Marketing Teams

Copper helps sales teams manage leads, track conversations, and automate daily tasks — keeping your pipeline organized and saving time.

Key benefits:

• Workflow automation: Reduces repetitive admin work and boosts productivity.
• Real-time email tracking: See when leads open and interact with your messages.
• Custom reporting: Turn CRM data into insights using Google Sheets integration.

Google-Centric Businesses

For teams already using Google Workspace, Copper is a perfect fit. It keeps everything connected, so you don’t have to keep switching between tabs.

Top features:

• Gmail Chrome extension: Manage leads and contacts without leaving your inbox.

• Google Calendar sync: Automatically tracks meetings and schedules.

• Google Drive access: Attach documents directly to client records.

Other Ideal Users

• Small businesses needing a CRM that syncs with Google Workspace

• Sales teams looking to automate repetitive admin tasks

• Teams seeking a collaborative task management tool

• Companies focused on lead tracking and opportunity management

Whether you’re a startup or a growing team, Copper keeps your CRM simple, efficient, and fully integrated with the tools you already use.

Pros:

• Seamless Google Workspace integration: Copper is built specifically for Google users, syncing effortlessly with Gmail, Google Calendar, Google Drive, and more. It’s the only CRM recommended by Google, making it the best choice for businesses already using Google Workspace.

• Full-featured CRM: Despite its simple interface, Copper offers robust CRM capabilities — including contact management, sales tracking, and automation — rivaling more traditional platforms.

• Easy to use: Copper’s intuitive design feels familiar for Google users, reducing the learning curve. It also saves time by automatically pulling data from Google apps, cutting down on manual entry.

• Quick setup: With its user-friendly interface and direct integration with Google, teams can get up and running fast without complicated onboarding.

Cons:

• Limited appeal beyond Google Workspace: Copper’s strength is also its limitation — if your business doesn’t rely heavily on Google products, this CRM won’t offer much value.

• Scalability challenges: Copper works well for small and mid-sized teams, but it lacks advanced features larger businesses need. Growing companies may outgrow it and need to switch to a more scalable CRM.

• High pricing: Copper’s basic plan is limited, pushing many businesses toward the more expensive Professional or Business plans. With per-user pricing, costs add up quickly for even small teams.

1. Does Copper CRM offer customer support?

Yes, Copper provides multiple support options, including live chat, email support, and a knowledge base with tutorials and guides. Higher-tier plans may also include dedicated account managers and priority support.

2. Can Copper CRM handle invoicing and billing?

Copper CRM doesn’t offer built-in invoicing or billing features, but it integrates with accounting tools like QuickBooks and Xero. This allows you to manage finances alongside your customer data.

3. Is there a mobile app for Copper CRM?

Yes, Copper has a mobile app available for both iOS and Android. It lets you manage contacts, track deals, and access customer information on the go.

4. How secure is Copper CRM?

Copper takes data security seriously, offering encryption, regular security audits, and compliance with GDPR and other privacy regulations. It also inherits Google Cloud’s robust security infrastructure.

5. Can you customize Copper CRM’s features?

Copper offers customization options like custom fields, pipelines, and workflow automation. However, deeper customizations and advanced reporting are only available on higher-tier plans.

Copper CRM is a great fit for businesses that rely heavily on Google Workspace and want a simple, intuitive CRM. Its automation features, easy setup, and familiar interface make it easy for teams to adopt. But while it works well for small to mid-sized businesses, it may fall short for larger companies needing advanced tools and scalability.

If you’re exploring CRM options and want to compare Copper with other tools, Dimmo can help. Dimmo provides expert insights and reviews, making it easier to choose the right software for your business needs.

Picking the right CRM is a big decision — and with the right guidance, you can find the best fit for your team’s growth and success.