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.

Pay monthly Pay annually

Basic

Our basic plan with full Google Workspace integration is the perfect lightweight solution.

$29 $25

Per user, per month paid annually.
Billed at $348 $300/year

Business

Already scaling? Take CRM one step further with unlimited contacts, marketing tools and customization.

$129 $119

Per user, per month paid annually.
Billed at $1,548 $1,428/year

Discount is available only to new customers who place their initial order with Copper and existing customers who order a minimum of five additional user seats, in each case during the promotional period. Discount applies to all user seats ordered during the promotional period and within twelve months of the original order or expansion order date, as the case may be. Any application of the discount to users ordered after this twelve-month anniversary date is in Copper’s sole discretion. Discount applies to Copper’s standard subscription rates, which are subject to change in accordance with Copper’s Terms of Service.

Prices are in USD and don't include taxes and fees where applicable.