Project and task management built for client work

Copper is a Google Workspace CRM built specifically for businesses that want to manage both their sales pipelines and project workflows in one place. It eliminates the need for multiple tools by offering powerful project management features directly within your CRM—no switching between apps or duplicating data.

From the moment a lead is captured to client onboarding, Copper lets you track contacts, deals, and tasks with full visibility across your team. Once a deal is won, it transitions seamlessly into a project, complete with task assignments, automated workflows, and custom reporting. With tight email integration and a user-friendly mobile app, Copper ensures you can manage projects and clients wherever you are.

Absolutely. Copper was built with flexibility in mind. You can fully tailor your sales pipeline stages and project workflows to match the way your team works. Whether you're handling repeatable client deliverables or complex service engagements, Copper’s custom reports, task automation, and project templates help you move faster without compromising your process.

You can create unique project views, assign tasks with deadlines, and build out repeatable client onboarding sequences that reflect your internal best practices. It’s customizable project management designed for real-world business use cases—not just generic task tracking.

Combining CRM and project management in a single platform like Copper streamlines your operations, improves team collaboration, and eliminates tool sprawl. By unifying contact management, deal tracking, and project execution, you reduce duplicate data entry, improve visibility, and accelerate delivery.

You’ll also benefit from centralized task management—so your sales and delivery teams work from the same system. With integrated reporting, leadership can make more data-driven decisions, while your team gains back time thanks to built-in automation and Google Workspace integrations.

This alignment is especially valuable for agencies, consulting firms, and service-driven teams where smooth client handoffs and visibility into ongoing projects are essential.

Copper stands out as the best solution for client and project management because it's deeply embedded in the tools you already use—especially Google Workspace. Unlike traditional CRMs that bolt on basic project tools, Copper gives you a fully integrated experience with customizable pipelines, real-time task management, and full lifecycle visibility from lead to delivery.

Its intuitive interface, combined with features native email integration and a robust mobile app, makes it ideal for fast-moving teams. With Copper, you’re not just managing projects—you’re managing relationships, outcomes, and growth in a single, scalable solution.