Copper
Sales
Copper
Copper is a CRM built natively for Google Workspace, keeping deals and relationships beside Gmail and Calendar. It suits relationship-driven sellers who refuse to live in a separate CRM UI all day. Automation and reporting cover SMB needs without Salesforce weight.
Best for: Google Workspace–centric sales teams that want CRM without leaving Gmail.
Pros
- Native Google Workspace experience
- Low friction for Gmail-heavy sellers
- Clean pipeline management
- Solid SMB automation
- Faster adoption than heavy CRMs
Cons
- Less ideal outside Google ecosystems
- Enterprise customization trails Salesforce
- Marketing automation is limited
Pricing
Starting at: From ~$23/user/mo
Note: Per-user pricing; some integrations via third parties add cost.
Technical Details
Learning Curve
Easy
Setup Time
Hours to days
Integration Difficulty
Easy
Deep Google Workspace; Zapier/Make for QuickBooks, Slack, DocuSign, and marketing tools.
PMD Expert Assessment
Copper is underrated for Google-first SMBs. We set pipelines, email capture rules, and a few Make automations so finance and Slack stay updated. If the company later needs marketing hubs or complex objects, we plan the exit path early.
How PMD Can Help
- Copper workspace and pipeline setup
- Gmail/Calendar capture rules
- Integrations to finance and Slack
- Training for sales adoption