CRM for Consulting

Manage relationships from deal to delivery

Consultants strengthen client relationships and deliver more value with Copper.

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2000+ business services
companies love Copper

2000+ business services
companies love Copper

Copper helps consulting companies attract new business

organize service delivery

streamline communication

and create happy clients.

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Free 14-day trial
Easy to set up
No credit card required

Organized relationships, zero hassle

Every little detail, 100% organized.

Understand your clients' needs with a complete view of every interaction so nothing falls through the cracks.

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Get started in a heartbeat.

Connect your team's Google Workspace account and get immediate access to a comprehensive history of all interactions with every client.

You live in Google Workspace. Copper does too.

Copper centralizes everything. Emails, meetings, and files automatically synced with your customer info.

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For visual people, if you can't see it, it's not there. We like to be able to see everything on one screen, and Copper does that for us.

Learn how On Your Feet uses Copper

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Strengthen your relationships and do your best work

Map every customer journey.

See them come to life in Copper. Design the journey that best fits your needs and delivers results. From event management to invoice payment, we've got you covered.

Keep things on track.

Keep your opportunities and projects on track and push them over the line with flexible pipelines and templates.

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We use Copper for the inbound and outbound of our business, both to sell and to service. It touches all parts of our business rather than just serving as a sales pipeline or our client rolodex.

Learn how Silicon Foundry uses Copper

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Get more done by doing less

You set the rules, we do the rest.

Automatically create tasks, adjust deal stages, and even send personalized birthday wishes – all without lifting a finger. Free yourself from repetitive tasks and focus on building stronger customer relationships.

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Never miss a key touchpoint again.

Set up automated email series to keep your relationships warm and nurture leads effortlessly. Copper helps you stay top-of-mind with your customers at every stage.

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Gain valuable insights from every interaction.

Identify the relationships that need nurturing and act on them immediately. Save time by prioritizing your outreach and building stronger customer bonds.