Pipelines to Projects
From deal won to project done
When sales and delivery work from the sale playbook, clients feel the difference. Copper keeps your teams aligned so clients enjoy a smooth, consistent journey.
New! Project templates
Project and task management built for client work
Deliver your best client experience – without jumping between tools.
Copper is trusted by 30,000+
companies of all sizes
Manage projects from beginning to end
Project Pipelines
Move your closed deals into a project to handle service delivery, onboarding, partnerships and more.
Automations
Create tasks or send emails as you move projects to the next stage in your process.
Tasks & next steps
Assign tasks and follow-ups from a centralized task lists, or within projects.
Copper is quick-click and boom, I’m done. Time is money, and Copper saves me time because it’s quick and efficient.
Richard Hoffarth
Scales Advertising
For any project, big or small
Templates
Personalize templates to match your unique needs
Not sure where to start? Use one of our templates to get inspired and customize your process in a way that works best for you.
Organization
Every little detail, 100% organized
Projects are complex – lots of people, lots of files, lots of opinions. Capture and connect everything so nothing falls through the cracks.
Customization
Tailor your workflows and views
Create your own labels, status tags and stages that fit your process. Visualize your projects your way with kanban boards or list views.
For visual people, if you can’t see it, it’s not there. We like to be able to see everything on one screen, and Copper does that for us
All that and more
Copper is purpose-built to help relationship-focused businesses manage their entire customer journey.
Try Copper free
Project Flags
Spot bottlenecks and surface high-value clients and projects that need your attention.
Alerts & Notifications
Copper sends you real-time notifications that indicate when projects or tasks need your attention.
Tasks & Subtasks
Break projects into manageable pieces, assign to team members and reorder tasks as needed.
Activity Feed
Get an instant, live feed of everything happening with your team and projects.
Templates
Not sure where to start? Use one of our templates and customize a sales process that works for you.
Custom Fields
Add custom fields to records and cards to capture special details that you can use to build better relationships.
Connect the tools you’re already using
All your essential apps
Copper's powerful integrations seamlessly connect with your favorite tools, unlocking a whole new level of functionality.
Learn more →
Coda
Sync your Copper deals and projects into Coda to connect it to other parts of your workflow.
Google Drive
Stop hunting for client deliverables, they're right where you need them. Sync Google Drive files with Copper.
Meet the folks who chose Copper
The Gmail integration is my favorite Copper feature. It makes it easy to add new leads, people, etc... I also love the task tool and how it integrates with Gmail and Calendar.
Atira R.
As a small business I love that Copper can keep my emails and tasks organized. The large CRM platforms were too much. As my day is all email, Copper is just what I need.
Liane C.
Great CRM for Gmail users. Copper's unique angle is that it is tightly integrated with Gmail - so as you're emailing contacts, you can easily add those people and opportunities into your CRM. This makes it very easy to use which saves a lot of time and makes CRM updates less of a chore.
Andrew W.
I love the fact that it integrates perfectly with Google Workspace. This has been an amazing experience for me since I’m always using Gmail, Drive, and Calendar.
Otisa E.
Copper CRM piggy backs right on top of Gmail in a seamless way.
Jeff L.
I love the Google plugin. My business uses Google Workspace for just about everything we do, and the Copper + Google Workspace integration is fantastic.
Daniel K.
The Gmail integration is my favorite Copper feature. It makes it easy to add new leads, people, etc... I also love the task tool and how it integrates with Gmail and Calendar.
Atira R.
As a small business I love that Copper can keep my emails and tasks organized. The large CRM platforms were too much. As my day is all email, Copper is just what I need.
Liane C.
Great CRM for Gmail users. Copper's unique angle is that it is tightly integrated with Gmail - so as you're emailing contacts, you can easily add those people and opportunities into your CRM. This makes it very easy to use which saves a lot of time and makes CRM updates less of a chore.
Andrew W.
I love the fact that it integrates perfectly with Google Workspace. This has been an amazing experience for me since I’m always using Gmail, Drive, and Calendar.
Otisa E.
Copper CRM piggy backs right on top of Gmail in a seamless way.
Jeff L.
I love the Google plugin. My business uses Google Workspace for just about everything we do, and the Copper + Google Workspace integration is fantastic.
Daniel K.
Get started for free
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Pay and add your team later.
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