Copper for Financial Services

The only CRM built for Google, used by Google and recommended by Google.

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So happy with Copper

Life is better with Copper

12,000+ of the most innovative companies

boost your productivity

On average, our customers get...

more time back 13

hours per user per week saved on data entry

more current data 12

hours per user per week saved on searching for contact data

deeper insights 50%

increase in reporting accuracy

Pipeline Drag Drop
Streamline your processes

Manage your portfolio deals

Copper makes it easy to manage deals, LP investments, events and your recruiting pipeline. Quickly build multiple pipelines, pull reports by investment stage, track registrants to events, and organize contacts according to networks and industries.

Choose the right CRM for your business.

Start a 14 day free trial - no credit card required!


Never used CRM before? Let us help you avoid the time-wasting trap of other CRMs. For teams of 1-3 users.


Per user, per month. Billed annually.

Or $24 per user, per month. Billed monthly.


Already scaling? Our solutions support the needs of established sales teams.


Per user, per month. Billed annually.

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