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 Demo.

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Watch how Storm Ventures transformed Its workday with Copper.

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Work out of Gmail

Full Google Workspace integration means your team can do everything — from adding contacts to tracking founder communications — right in Gmail.

Simple customisation crm

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.

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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.

Happy client crm
"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:

  • Rhr2
  • Soft bank2
  • Inventium2
  • Clio Logo Black
  • Storm logo bw

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.

Slack logo

Receive important Copper notifications in any Slack channel

Mailchimp logo

Export contacts from Copper to MailChimp email campaigns

LI Logo

Prospect better and more efficiently by adding leads right from LinkedIn

Quick Books logo

See any Quickbooks invoice status and amount on any record

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Auto-fill templates that make it easy to send and sign e-documents

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Instantly connect Copper with 2,000+ apps to automate your work

Scalable plans that grow with your consultancy.

Monthly
Up to 34% off 🎉
Basic$23 $29

Per user, per month
paid annually

Our basic plan with Google Workspace integration is a lightweight solution to help small businesses get organized, fast.

Professional$49 $69

Per user, per month
paid annually

Our most popular plan for growing businesses includes workflow automation and integrations with your go-to tools.

63% started off with Professional
Business$99 $134

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.

We’ll be in touch shortly. 💬 While you wait...

Watch how Corduroy Media uses Copper to build picture-perfect relationships.