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Copper Crm

Copper CRM review - 4.5/5 rating - Only CRM built exclusively for Google Workspace with native Gmail and Calendar deep integration
★★★★★★★★★★ 3.5 14-Day Trial
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Starter at $9/user/month. Basic at $23/user/month. Professional at $59/user/month. Business at $99/user/month (annual).

Copper CRM - Business & Productivity for Google Workspace teams wanting CRM that lives entirely inside Gmail without context switching Photo by Pavel Danilyuk on Pexels

What is Copper CRM?

Copper CRM, available at copper.com, is a CRM built natively for Google Workspace users, automatically logging emails, calls, and meetings from Gmail and Calendar without manual data entry. Copper's deep Gmail integration, Chrome extension, and Google-style interface make it the most natural CRM choice for teams that live in Google Workspace. With automated data capture, pipeline management, and Google Workspace permissions sync, Copper eliminates the friction that causes teams to abandon their CRM.

Visit https://www.copper.com to learn more or start your free trial.

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Key Features

  • Native Gmail sidebar integration
  • Automatic email and meeting logging
  • Chrome extension for web research
  • Google Calendar events linked to contacts
  • Workflow automation and task creation
  • Pipeline analytics with Google Data Studio

Getting Started with Copper CRM

Here is how to start using Copper CRM today, step by step.

  1. Visit the website - Go to https://www.copper.com and click the sign-up button.
  2. Create your account - Sign up for the 14-day free trial to get full access. You may need to enter a credit card, but you will not be charged until the trial ends.
  3. Explore the dashboard - Once you are in, take 5 minutes to look around. Most business tools have a tutorial or onboarding flow that shows you the basics.
  4. Try the core feature - Start with: Native Gmail sidebar integration. This is what most people use Copper CRM for. Spend 10 minutes trying it out to get a feel for how it works.
  5. Check the limits - If you are on a free tier, check what limits apply so you know when it makes sense to upgrade.

Pro Tips for Copper CRM

  • Start with the free tier - Use the full 14-day trial before deciding. Make a list of must-have features on day one and test each one during the trial.
  • Use keyboard shortcuts - Most business tools have keyboard shortcuts that speed up your workflow. Look for them in the settings or help menu.
  • Check for integrations - Copper CRM probably connects with tools you already use. Check the integrations page to set up time-saving automations.
  • Watch tutorials - Search "Copper CRM tutorial" on YouTube for walkthroughs from other users. Seeing how real people use the tool is the fastest way to learn.
  • Compare before committing - Before you pay for a subscription, try 2-3 similar tools. Our business tools page makes it easy to compare ratings and features.

Frequently Asked Questions About Copper CRM

Is Copper CRM good for small teams?

Copper CRM works for teams of all sizes. Many business tools offer free plans for small teams (usually up to 5-10 users), then charge per user as you grow. Check the pricing section above for Copper CRM's team plans.

Does Copper CRM integrate with other tools?

Most business productivity tools connect with popular apps like Slack, Google Workspace, and Microsoft 365. Many also work with Zapier or Make for custom automations. Check Copper CRM's integrations page for the full list.

Can I switch from my current tool to Copper CRM?

Most business tools offer data import features or migration guides. Before switching, export your data from your current tool and check that Copper CRM can import it. Try the free tier first to make sure it fits your workflow before moving your whole team.

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