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 🎉
Basic$23 $29

per seat, per month
paid annually

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

63% started off with Professional
Professional$59 $69

per seat, per month
paid annually

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

Business$99 $134

per seat, 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.