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Copper CRM

By Copper

BeginnerPlatform8.1K learners

Copper CRM is a customer relationship management platform built to work natively inside Google Workspace, letting sales teams manage contacts, deals, and pipelines directly from Gmail, Calendar, and Google Drive.

Definition

Copper CRM is a customer relationship management platform built to work natively inside Google Workspace, letting sales teams manage contacts, deals, and pipelines directly from Gmail, Calendar, and Google Drive.

Overview

Copper's core differentiator is deep, native integration with Google Workspace rather than a separate application teams have to switch into. It automatically captures relevant emails, meetings, and files from Gmail, Calendar, and Drive into the right contact or deal record, and its interface is designed to feel familiar to Google Workspace users. This focus makes Copper popular with small and mid-sized businesses and agencies that already run their business on Google Workspace and want a CRM with minimal setup friction, rather than the broader configurability of platforms like Salesforce or HubSpot. It competes most directly with other SMB-focused CRMs such as Pipedrive and Freshsales.

Key Features

  • Native integration with Gmail, Google Calendar, and Google Drive
  • Automatic capture of emails and meetings into contact and deal records
  • Visual sales pipeline for tracking deals through stages
  • Workflow automation for routine sales tasks
  • Reporting on pipeline health and team performance
  • Google Workspace-style interface for minimal learning curve

Use Cases

CRM adoption for teams already using Google Workspace
Automatically logging email and meeting activity to deals
Simple pipeline tracking for small sales and account management teams
Agency client relationship management inside Gmail
Reducing manual data entry for reps who live in their inbox

Frequently Asked Questions