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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.

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Collaborate in context

View the entire history of stakeholders' interactions with a contact from anywhere at any time, with full visibility into front, middle- and back-office activities.

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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.


Built for financial firms using Google Workspace.

Speed up your internal processes with Copper’s seamless Google Workspace integration:

  • Automatically update records based on Gmail communications

  • Record and synchronize meetings with contacts

  • Associate Google Drive files related to accounts and deals


Finally, everything in one place.

Streamline multi-stakeholder processes with automatic capture and syncing of all your files, docs, emails, notes, contracts and invoices in one place. Keep team members across regions and units on the same page for a cohesive customer experience and more time to build relationships.


Monitor your accounts at a glance.

Stay up-to-the-minute on developing and existing relationships with high-level visibility across the client lifecycle. Easily personalize communication with customers beyond the first sale and identify opportunities for cross-selling or up-selling.


Trusted by financial services companies.

Banks and investment, lending, and insurance firms across the globe use Copper daily.

Scalable plans that grow with you.

Up to 15% off 🎉

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.

63% started off with Professional

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.