A streamlined CRM for financial services
Copper helps you seamlessly track and nurture your most important relationships across teams, regions and business lines — so you can focus on offering long-term value to your clients.
By signing up, I agree to Copper’sprivacy policy &terms of service.
Work out of Gmail
Full Google Workspace integration means your team can do everything — from adding contacts to tracking founder communications — right in Gmail.
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.
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.
COPPER PLUS GOOGLE WORKSPACE
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
ONE CENTRALIZED SYSTEM
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.
PIPELINE MANAGEMENT
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.
HAPPY CUSTOMERS
Trusted by financial services companies.
Banks and investment, lending, and insurance firms across the globe use Copper daily.
Scalable plans that grow with you.
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.
Try it out yourself and see why other financial services firms choose Copper. No credit card required. Start your 14-day free trial today.
By signing up, I agree to Copper’sprivacy policy &terms of service.