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Copper

Copper is a cloud‑based CRM built directly into Google Workspace that automatically logs emails, contacts, and calendar events from Gmail and Calendar. It provides drag‑and‑drop sales pipelines, one‑click conversion of closed deals into project boards, workflow automation, real‑time reporting, and pre‑built integrations with tools such as PandaDoc, DocuSign, and QuickBooks.

San Francisco, United StatesFounded 201229420K+ followers
Updated 3 months ago

Funding

$15M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.

Funding rounds are not available yet.

Founders

Product

Problem

Many businesses rely on multiple disconnected tools—email, calendars, spreadsheets, and separate CRM systems—to manage contacts, sales pipelines, and projects. This fragmentation forces users to switch between applications, manually duplicate data, and miss timely follow‑ups, reducing productivity and increasing the risk of errors. Teams that operate primarily within Google Workspace lack a CRM that integrates natively with Gmail, Drive, and Calendar.

Solution

Copper delivers a cloud‑based CRM that is built directly into Google Workspace, allowing users to capture emails, contacts, and calendar events without leaving Gmail. The platform unifies contact management, visual drag‑and‑drop pipelines, and project workflows so that deals can be turned into deliverable projects with a single click. Built‑in automation triggers email sequences, task reminders, and AI‑powered pipeline alerts based on user actions. Real‑time reporting and customizable dashboards provide visibility into revenue forecasts, team activity, and customer trends. A mobile app and Chrome extension keep data synchronized across devices, while a library of integrations (e.g., PandaDoc, DocuSign, QuickBooks, LinkedIn) extends functionality without additional configuration.

Target Audience

Copper is aimed at relationship‑focused businesses—such as agencies, consulting firms, media producers, construction companies, and financial services—that use Google Workspace and need a unified CRM to manage contacts, sales pipelines, and project delivery.

Features

  • Native Gmail and Google Calendar integration that logs emails, calls, and meetings to contact records automatically
  • Drag‑and‑drop sales pipelines with AI‑generated flags for stalled deals and win‑probability scoring
  • One‑click conversion of closed opportunities into project boards, complete with task assignment and timeline tracking
  • Workflow automation for email series, task creation, and reminder notifications triggered by pipeline stage changes
  • Customizable fields, labels, and tags plus template libraries for emails, forms, and reports
  • Activity feed aggregating team interactions across email, tasks, and projects for a unified view of customer engagement
  • Mobile apps for iOS and Android that capture calls, SMS, and on‑the‑go updates, syncing instantly with the web platform
  • Pre‑built integrations with popular SaaS tools (PandaDoc, DocuSign, QuickBooks, LinkedIn, and a Chrome extension) enabling data flow without manual imports
This profile is AI-generated and may contain inaccuracies.