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.
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 seat, per month
paid annually
Our basic plan with Google Workspace integration is a lightweight solution to help small businesses get organized, fast.
per seat, per month
paid annually
Our most popular plan for growing businesses includes workflow automation and integrations with your go-to tools.
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.
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.