CRM minus the creative blocks

Copper CRM is a lightweight, user-friendly customer relationship management (CRM) platform designed specifically for creative and marketing agencies. It helps teams manage sales, projects, and client relationships in one central system — without the bloat of traditional CRMs. Fully integrated with Google Workspace, it lives inside Gmail and Calendar, so your team can track work without switching tools. Agencies benefit from faster onboarding, better visibility across client touchpoints, and smoother collaboration. By simplifying daily operations and keeping everything connected, Copper lets agencies focus more on creative delivery and less on admin overhead. Real agencies are seeing the impact. For example, Moonstone Marketing transitioned from disconnected spreadsheets to Copper’s visual pipelines, gaining full clarity on sales and project progress. Their team now tracks every stage from inquiry to delivery—all inside Gmail.

Yes — Copper is built for flexibility, making it easy to tailor pipelines and workflows to your agency’s unique operations. Whether you're managing leads, onboarding clients, or tracking campaigns, you can build custom pipelines that reflect your real-world process. Add stages, custom fields, automations, and tags to match the way your team works. You can also create different pipelines for different services or teams, like creative production, client success, or sales. This makes Copper a great fit for both boutique shops and fast-growing agencies with evolving needs. That’s why Exit Design chose Copper over HubSpot—not once, but twice. With customizable pipelines that align with their creative workflows, Exit Design was able to build a business development process that scales, without sacrificing creativity or control.

Copper includes built-in workflow automation that helps agencies eliminate repetitive tasks and save time. You can set up automatic reminders, assign tasks based on pipeline stages, and send templated emails with one click. It also automates data entry by syncing contacts, emails, and calendar events from Gmail. With visual workflows and trigger-based actions, teams can stay organized without micromanaging. These features help reduce human error, increase efficiency, and give your team more time to focus on client-facing creative work. Campfire Labs, a content marketing agency, uses Copper to eliminate manual admin work and keep client operations flowing smoothly. Automating busywork has freed up their writers and strategists to focus on delivering high-quality storytelling instead of chasing down data and reminders.

Absolutely. Copper makes onboarding smooth with a combination of in-app guides, help center articles, and video tutorials. You’ll find live webinars and training resources that walk your team through setup and best practices. The UI is intuitive—especially for teams already using Gmail and Google Calendar—so most users pick it up quickly. For additional support, Copper offers chat and email-based customer service. Many agencies report getting up and running in just a few days, without needing a technical administrator.

To help teams go even further, Copper also offers personalized demos tailored to your agency’s specific goals. Whether you're a new agency or migrating from another CRM, you’ll get step-by-step guidance from experts who understand how creative teams operate.

Managing a creative agency today is more complex than ever. You’re balancing client demands, internal collaboration, shifting deadlines, and constant communication — all while trying to win new business. Most CRMs aren’t built for that. They’re either too complex, too generic, or require expensive consultants to customize. That’s where Copper stands out as the best CRM for agencies: it’s tailored for creative and marketing teams that move fast, collaborate closely, and want a smarter way to manage work.

Copper is purpose-built for agencies using Google Workspace. It doesn’t just integrate with Gmail, Calendar, and Drive — it lives inside them. That means no switching tabs, no duplicate data entry, and no training your team on an entirely new system. Your account managers, strategists, designers, and project leads can all manage leads, track deals, assign tasks, and view client histories without ever leaving their inbox.

But Copper goes far beyond just convenience. It brings structure and clarity to your entire client lifecycle. From the first discovery call to the final project deliverable, Copper helps your team visualize work, stay aligned, and deliver a consistent client experience. You can create custom sales pipelines that match your unique process, automate follow-ups and task assignments, and even generate reports to track performance. And once a deal is won, you can convert it into a project instantly—so there’s no handoff delay between sales and delivery.

This seamless flow is a game-changer for agencies. It reduces miscommunication, prevents things from slipping through the cracks, and ensures everyone is on the same page. Whether you’re pitching a new client or analyzing campaign performance, Copper keeps all the data in one place — easy to access, easy to act on.

Real-time collaboration is another big advantage. Copper’s activity feed shows the full history of every client — every email, every note, every meeting. That means when a client calls, anyone on your team can jump in and help without missing a beat. For fast-moving agencies, this visibility can be the difference between retaining a client and losing one to disorganization.

And let’s talk about automation. Copper handles the busywork so your team doesn’t have to. You can automate everything from task reminders and stage changes to client communications and data syncing. For example, when a deal moves to the “proposal sent” stage, Copper can automatically notify your creative lead, schedule a follow-up, and log the email — no clicks required. This saves hours of manual work every week and allows your team to focus on high-impact creative output.

Agencies that want to grow without scaling chaos need tools that actually support their workflow. Copper was designed with that in mind. It scales with your agency, whether you’re five people or fifty, with tools for managing roles, custom reports, and integrations with other apps your team uses daily — like Slack, Mailchimp, or Zoom. There’s also a mobile app, so you can manage your pipeline and projects on the go.

The best part? Copper doesn’t require a technical admin or a full-time CRM manager. Its no-code setup means you can launch quickly, make changes easily, and stay agile. Agencies like Moonstone Marketing, Exit Design, and Campfire Labs have all adopted Copper for this exact reason — it’s flexible, fast, and built for creative success.

Looking to offer even more value to your clients? Copper also has a partner program designed for agencies and consultants. You can earn revenue and expand your services by recommending Copper to your clients.

And if you're curious about how Copper would fit your specific agency workflows, you can book a personalized demo with our team. We’ll walk you through exactly how creative teams use Copper to manage leads, streamline delivery, and scale sustainably.