Manage relationships from deal to delivery

Copper is CRM software for consultants built specifically for teams that live in Google Workspace. For consultants, that means no more switching tabs, manually updating spreadsheets, or chasing down project details across disconnected tools. Copper brings your contacts, deals, projects, and conversations into one place—right inside Gmail and Google Calendar. You get full visibility into your pipeline and client relationships, with less busywork and more time for billable work.

Absolutely. Whether your consultancy focuses on retainer-based strategy, implementation projects, or something in between, Copper lets you build pipelines that reflect your exact delivery model. Create custom stages, fields, and workflows that mirror how your team sells, scopes, and delivers. You can also build multiple pipelines for different services or teams—all with visibility and reporting in one place.

Copper automates the repetitive tasks that eat into your team’s time: follow-ups, task assignments, email sequences, and status updates. You can build simple automation rules based on pipeline stages, deal activity, or custom fields—without writing code. For example, trigger a handoff task when a deal moves to “Closed–Won” or send a personalized email when a proposal is opened. Copper handles it in the background so your team can stay focused on consulting, not admin.

Yes—Copper offers personalized onboarding (for eligible customers), guided in-app setup, and a library of tutorials built specifically for service-based businesses. Your team can get up to speed quickly with step-by-step guidance, whether you’re migrating from spreadsheets or another CRM. You can also explore the CRM 101 Playbook, a free resource that walks through proven workflows, automation tips, and real examples from other consulting teams. Plus, our Customer Success team is available for strategy sessions to help you tailor Copper to your unique consulting model.

Running a consulting firm today means wearing a dozen hats—developing new business, managing client relationships, leading delivery, tracking performance, and keeping your team aligned across every engagement. But most CRMs just aren’t built for that. They’re either bloated with features you don’t need, overly rigid for a consulting workflow, or so complicated that you end up managing the CRM more than your clients. That’s where Copper stands out as the best CRM for consultants: it’s built for service-based businesses that run on relationships, move fast, and use Google Workspace to stay connected.

Copper is purpose-built for consulting firms that live in Gmail, Google Calendar, and Google Drive. Unlike traditional CRMs that bolt on clunky integrations, Copper lives directly inside Google Workspace. That means your consultants don’t need to switch tabs or manually log emails and meetings. They can manage leads, track deal stages, assign tasks, and access full client histories—without ever leaving their inbox. For consulting teams already working in Google Workspace, this just makes sense. It’s a CRM that fits into your workflow instead of forcing you to change it.

But Copper goes beyond convenience. It brings structure and visibility to your entire client lifecycle. From first pitch to project wrap-up, Copper gives you a clear view of every relationship. You can customize sales pipelines to match your firm’s services—whether you run long-term strategy engagements, implementation projects, or a hybrid model—and add the fields, tags, and stages that reflect how your team actually works. Once a deal is won, you can instantly convert it into a project, so there’s no delay between sales and delivery. This seamless transition means fewer handoff meetings, less duplication of effort, and more time spent on client value.

And visibility is everything when you’re managing multiple clients, deals, and consultants. Copper shows you the complete history of every relationship, in real time. Every email, meeting, note, and task is logged in one place. So if a client reaches out and their usual point of contact is out of office, any team member can jump in and respond with context—no scrambling required. For consulting firms juggling multiple stakeholders or cross-functional delivery teams, this level of transparency can make the difference between delivering a polished experience or dropping the ball.

Consultants also benefit from Copper’s powerful automation features. You can automate the repetitive steps that slow your team down—things like task reminders, client emails, pipeline stage updates, and internal notifications. Let’s say a deal moves to “Proposal Sent”—Copper can automatically schedule a follow-up, notify the delivery lead, and log the activity. It’s like having a project coordinator behind the scenes keeping everyone on track. This kind of time-saving automation can eliminate hours of manual work each week and help your team focus on solving client problems instead of updating spreadsheets.

And when it comes to reporting, Copper gives consulting firms the insights they need without the complexity of traditional CRMs. Build custom dashboards to monitor pipeline health, forecast revenue, and track performance by service line, consultant, or client segment. You can even connect Copper to Google Sheets to create real-time reports that update automatically. Whether you're preparing for a leadership meeting or evaluating team performance, Copper puts the right data at your fingertips—fast.

Real consulting firms are already seeing these benefits. On Your Feet, a creative facilitation and training consultancy, uses Copper to manage their client strategy and keep relationships strong across a distributed team. Silicon Foundry, a corporate innovation consultancy, uses Copper to manage their powerful business network. And Veterans Valor, a veteran-focused consulting firm helping clients navigate complex claims, uses Copper to manage every touchpoint in the customer journey, from intake to resolution, with full transparency and accountability across the team.

If you're a consulting firm looking to grow sustainably, deliver consistently, and manage your entire client lifecycle in one place, Copper is the CRM built for you. You can even explore our CRM playbook to learn how other firms are using Copper to optimize workflows, automate tasks, and build lasting client relationships. And if you want to see how Copper could work for your firm specifically, book a personalized demo with our team. We’ll walk you through how consulting firms like yours use Copper to streamline sales, manage delivery, and scale—without the headaches of a traditional CRM.