COPPER FOR CONSULTANTS
Build lasting client relationships beyond the sale
Win clients for life with a CRM that helps consultancies focus on nurturing relationships right from the start.
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Watch how Storm Ventures transformed Its workday with Copper.
Work out of Gmail
Full Google Workspace integration means your team can do everything — from adding contacts to tracking founder communications — right in Gmail.
Never miss an opportunity
High-level visibility into your pipelines to easily manage opportunities at a glance so you never have to let a company or investor slip through the cracks again.
Get up and running fast
No need for tech support — automate in minutes with point-and-click workflow customization, email templates and simple integrations to streamline your full client lifecycle.
TESTIMONIALS
What our consultancy clients say.
"Copper helps us sell faster and get higher-quality clients because of the way it allows people to share information and contacts across teams.SARAH GILBERTDirector of Operations and IT, RHR International
Trusted by consulting firms around the globe, including:
GOOGLE WORKSPACE INTEGRATION
Designed for consultancies
using Google Workspace.
Copper integrates seamlessly into Google Workspace, so you can...
- Automatically update records based on your Gmail communications
- Record and synchronize meetings with your contacts
- Associate Google Drive files related to your accounts and deals
PIPELINE MANAGEMENT
Monitor your pipeline at a glance.
Stay up-to-the-minute on developing relationships in your pipeline with high-level visibility across every stage and activity. Easily customize processes for streamlined collaboration and communication through the sales process and beyond.
PROJECT MANAGEMENT
Get to work and keep projects on track.
Step right into a project once the contract is signed. Use Copper to coordinate activities and deliver on client engagements to build enduring relationships.
- Flexible, Kanban-style project boards
- Work is tied directly to revenue
- Nurture key relationships proactively
Featured integrations.
Connect these popular tools to Copper with just a click - they’re already built for you.
Receive important Copper notifications in any Slack channel
Export contacts from Copper to MailChimp email campaigns
Prospect better and more efficiently by adding leads right from LinkedIn
See any Quickbooks invoice status and amount on any record
Auto-fill templates that make it easy to send and sign e-documents
Instantly connect Copper with 2,000+ apps to automate your work
Scalable plans that grow with your consultancy.
Per user, per month
paid annually
Our basic plan with Google Workspace integration is a lightweight solution to help small businesses get organized, fast.
Per user, per month
paid annually
Our most popular plan for growing businesses includes workflow automation and integrations with your go-to tools.
Per user, per month
paid annually
If you're focused on scaling, take CRM one step further with unlimited contacts, marketing tools and customization.
Prices are in USD and don't include taxes and fees where applicable.
See how easy it is.
Get a firsthand glimpse into how consulting firms thrive with Copper.
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Watch how Corduroy Media uses Copper to build picture-perfect relationships.