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Wednesday · June 3, 2026 · Issue No. 885

What does it do?

  • Customer Relationship Management
  • Google Workspace Integration
  • Sales Pipeline Optimization
  • Email Automation
  • Task Management

How is it used?

  • 1. Sign up & connect Google Workspace
  • 2. Manage contacts & tasks
  • 3. Set up email automation
  • 4. Generate reports & analytics
  • 5. Access w/ mobile app

Who is it good for?

  • Small Business Owners
  • Project Managers
  • Sales Professionals
  • Customer Service Representatives
  • Marketing Managers

What does it cost?

  • Pricing model : Subscription
  • Starting monthly price : If billed monthly $12.00
  • Starting annual price : If billed yearly $9.00

Details & Features

  • Made By

    Wyndy
  • Released On

Copper CRM is a relationship management software that seamlessly integrates with Google Workspace, providing businesses with a comprehensive platform for managing customer interactions, sales processes, and project workflows. This tool streamlines customer relationship management by leveraging deep integration with Google's suite of productivity applications.

Key features:
- Contact Management: Organizes and manages all customer information in one place, syncing with Google Contacts for seamless updates.
- Lead and Deal Tracking: Tracks leads and deals through customizable pipelines, with automated lead scoring to prioritize high-potential opportunities.
- Email Integration: Offers native integration with Gmail for email tracking and automation, including email templates and sequences for automated follow-ups.
- Task and Project Management: Allows users to assign tasks, set reminders, and track project progress using visual task boards for team collaboration.
- Forms and Surveys: Enables creation of customizable forms to capture leads directly from websites, with upcoming survey features for customer feedback.
- Automation: Provides workflow automation to reduce repetitive tasks and email automation for personalized communication.
- Reporting and Insights: Generates detailed reports on sales, customer interactions, and other metrics, with real-time analytics to monitor performance.
- Mobile App: Available on Android and iOS for on-the-go management of customer relationships and tasks.

How it works:
1. Sign up for Copper and connect your Google Workspace account.
2. Import contacts and sync email and calendar data.
3. Use the unified dashboard to view and manage all customer interactions.
4. Create and assign tasks, set reminders, and track project milestones.
5. Set up automated email sequences for lead nurturing.
6. Generate reports to analyze sales performance and customer engagement.
7. Manage contacts, tasks, and projects from the mobile app.

Integrations:
Google Workspace (Gmail, Calendar, Drive, Sheets), Slack, Zendesk, HubSpot, Mailchimp, QuickBooks, DocuSign, Zapier, Make

Use of AI:
Copper CRM incorporates AI technology to enhance its email automation capabilities, personalizing and automating email sequences. The platform also utilizes AI to provide engagement insights, helping users optimize their customer engagement strategies. Future AI enhancements are planned to include AI assistance for task management and customer interaction analysis.

Target users:
- Small to Medium-Sized Businesses, particularly those using Google Workspace
- Service-Based Industries, including agencies, consultants, real estate professionals, and technology firms

How to access:
Copper CRM is available as a web application, mobile app for Android and iOS devices, API, and Chrome extension. Users can sign up through the official website and choose the appropriate access method based on their needs.

Industry Applications:
Copper CRM is suitable for use in sales and marketing, customer service, project management, consulting, and real estate industries.

  • Supported ecosystems
    Google Workspace, Google, Android, Google, iOS, Apple, Slack, Zendesk, HubSpot, QuickBooks, DocuSign, Zapier, Make
  • What does it do?
    Customer Relationship Management, Google Workspace Integration, Sales Pipeline Optimization, Email Automation, Task Management
  • Who is it good for?
    Small Business Owners, Project Managers, Sales Professionals, Customer Service Representatives, Marketing Managers

PRICING

Visit site
Pricing model: Subscription
Starting monthly price: If billed monthly $12.00
Starting annual price: If billed yearly $9.00

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