Copper
Copper is a CRM built around Google Workspace and sold mainly to service businesses, agencies and consultancies. Leads, contacts, companies, opportunities and projects live in one record system, and a sidebar brings the CRM into Gmail and Google Calendar so a user can add leads, log conversations, find files and manage tasks without leaving the inbox. Gmail email, contact and file sync, Google Drive attachments and drafting in Google Docs are part of the core product.
Pipelines are drag and drop, with flags and recommendations that point to deals needing attention based on upcoming meetings, overdue tasks and unanswered email. A project module carries won work into delivery for teams that sell services. AI helps generate email templates and rewrite drafts, and a Chrome extension adds people from LinkedIn to the CRM in one click.
Basic costs $23 per seat per month on annual billing or $29 monthly, with 2,500 contacts, pipelines, task automation, projects and contact enrichment. Professional costs $59 annually or $69 monthly and adds workflow automation, bulk email, reporting and integrations with a 15,000 contact limit. Business costs $99 annually or $134 monthly, removes the contact cap and adds email series, custom reports, multicurrency and premium support. A free trial needs no credit card, and eligible annual Professional and Business accounts get an onboarding consultant and a customer success manager.
Email series run through Outfunnel, a partner whose own terms govern that data. Copper connects to more than 5,000 apps through Zapier and directly to Mailchimp, PandaDoc, DocuSign and QuickBooks, and customers frequently cite how quickly it runs for small teams compared with heavier CRMs. For EU personal data, Copper relies on standard contractual clauses built into its terms and on its participation in the EU US Privacy Shield, a framework the EU Court of Justice invalidated in 2020.
Capability Axes
Capability grades
17 of 17 axes rated · 6 graded A or B
AI writes email templates, rewrites drafts and flags deals that need attention. Contacts, pipelines, projects, Gmail sync and workflow automation make up the product and run without it, so removing the AI leaves Copper working much as before.
Workflow rules send emails or reminders when a deal changes stage, and AI recommendations suggest next steps for a person to take. No agent acts on its own. How automated emails are reviewed or stopped once a rule fires is not described.
The template generator, the email rewriter and the deal flags are presented as AI features, with the models and providers behind them unnamed. How a deal gets flagged is explained only in terms of the signals it watches, and AI written email carries no label.
Customer quotes describe speed of setup, including one team that ran Copper within three days after three months spent configuring HubSpot. Copper adds that 63 percent of customers start on Professional. None of this measures pipeline, win rates or time saved against a stated population.
Bulk email on Professional and email series on Business let teams reach many contacts at once, and email series run through the partner Outfunnel under its own terms. Consent, opt out handling and CAN SPAM or GDPR duties for those sends are left with the customer, and a published email policy sits in the trust portal.
Copper acts as processor for CRM data under a Data Protection Addendum built into its terms, keeps a public subprocessor list, and limits its use of Google user data to visible product features. EU transfers rest on standard contractual clauses incorporated into the terms, alongside Copper's participation in the EU US Privacy Shield, which the EU Court of Justice invalidated in 2020 and which no longer supports a transfer. Lawful basis for contacts enriched or captured from LinkedIn is not addressed.
CRM records are the customer's own and Copper holds only a limited license to them. Contact enrichment on every plan fills in details from sources not named, and the LinkedIn extension copies profile details into the CRM. What happens to enriched fields after cancellation is not stated.
Gmail, Calendar, Drive and Docs connect through Google's own permissions, with Copper committing not to use Google user data for ads or unrelated features. The Chrome extension that adds LinkedIn profiles in one click is the open question, since the method behind that capture is not described.
Customers own their CRM data, and the DPA covers its retention and deletion. Whether CRM content or email drafts help train the models behind the AI features, and which outside providers see that text, are not addressed.
AI helps rewrite and template emails that go out under the rep's own name, and nothing marks them for the recipient. Copper has no agent that speaks to prospects, and it takes no position on Article 50 of the EU AI Act.
Google Workspace is the deepest link: Gmail and Calendar sidebars, contact and file sync, Drive attachments and Docs drafting. Zapier reaches more than 5,000 apps, and native connections cover Mailchimp, PandaDoc, DocuSign and QuickBooks, with a developer API alongside. Field mapping and sync direction for the outside connections are not spelled out.
Copper runs as hosted software, with AWS among its subprocessors and transfers from the EU to the United States. No hosting region is named for customer data and no EU option is offered.
Data is encrypted in transit and at rest, infrastructure access requires two factor authentication, and outside vulnerability scans and penetration tests run regularly. A trust portal holds subprocessor, GDPR and email policy details behind a request for access. No certification is named.
Basic costs $23 per seat a month on annual billing or $29 monthly, Professional $59 or $69, and Business $99 or $134, with annual billing worth up to 26 percent. Contact limits of 2,500, 15,000 and unlimited, and the features each tier unlocks, are set out side by side. Onboarding and customer success help come free with eligible annual Professional and Business plans, and the trial needs no card.
Records export from the account, and the developer API can pull data out as well. The DPA governs how personal data is kept and deleted, and renewal prices hold unless Copper gives 60 days' notice of a change. Access to the service and to customer content ends at termination apart from a limited carve out, and a customer who leaves without cause still owes fees for the full term. A retrieval window after termination is not spelled out.
Bulk email and email series send to many contacts, with open and click tracking, through Gmail and Outfunnel. Sending limits, warmup and reputation monitoring for those sends are not described.
Copper aims at service businesses, agencies and consultancies that already run on Google Workspace, and customers praise how quickly small teams get started. The 2,500 contact cap on Basic and the project module fit that profile. Geographic reach and named enterprise customers are not given.
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Pricing
What this vendor charges, what it commits to in writing, and where the bill can move. Figures the vendor publishes itself are labeled Vendor Published. Figures labeled Estimated come from other sources and the vendor has not confirmed them.
- ›Basic costs $23 per seat per month billed annually or $29 monthly, with 2,500 contacts, pipelines, projects and contact enrichment. Professional costs $59 billed annually or $69 monthly, with 15,000 contacts, workflow automation, bulk email and reporting. Business costs $99 billed annually or $134 monthly, with unlimited contacts, email series, custom reports and premium support. A free trial needs no credit card.
How the price works
What you are charged for, and what makes the bill go up.
Per seat per month by plan, annual or monthly billing
What the contract says about your data
What the vendor commits to in writing once your data is in the product.
Data Protection Addendum incorporated into the terms of service.
Getting started
What it costs and what is included before the product is running.
Onboarding consultant included for eligible annual Professional and Business accounts; no separate fee listed.
What to watch for
Where this pricing can surprise a buyer who has not read it closely.
Email series run through the partner Outfunnel under its own terms. Onboarding consultants and customer success managers are limited to eligible annual Professional and Business accounts. A customer who ends a subscription without cause owes fees for the full term.